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Audit and engagement request management
Suralink is audit collaboration software offering a platform for managing audit request lists (PBCs) and document exchange between firms and clients. Founded in 2014 and based in Austin, Texas, USA, Suralink helps audit and accounting firms work more efficiently and achieve better outcomes.
Suralink is built for audit and accounting firms. It suits teams that want PBC request tracking without spreadsheets and disconnected tools.
Compared with alternatives like Fieldguide, Suralink differentiates on PBC request tracking. Pricing is quote-based and scoped to your usage and team size.
Pricing Model
Quote-based
Starting Price
Contact vendor
Free Options
Free trial
Core Suralink for growing teams. Contact for a quote.
Advanced Suralink for larger organizations. Contact for a quote.
| Feature | Professional Popular | Enterprise |
|---|---|---|
| PBC request tracking | , | |
| secure document exchange | , | |
| Integrations | , | |
| Analytics and reporting | , | |
| Standard support | , | |
| Everything in Professional | , | |
| engagement status dashboards | , | |
| client collaboration | , | |
| Advanced security and controls | , | |
| Dedicated support and onboarding | , |
Other
Finance
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API Types
SDK Availability
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Developer Features
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
Verify with vendor for your specific region requirements.
Intelligent automation in Excel for audit and finance
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