Trust
Security & compliance
SOC 2
SLA uptime target: Not specified
Security review turnaround: Not specified
DPA available: Not specified
Document request and management platform for audit and tax engagements streamlining the PBC process for accounting firms.
Pricing
Custom quote
Founded
2016
Team size
51-200 employees
Headquarters
Salt Lake City, UT
At a glance
Best for
Accountants & Bookkeepers
Pricing model
Custom quote
Security
SOC 2
About Suralink
Suralink is a document and request workflow platform for accounting firms. It replaces email and spreadsheets with dynamic, real-time request lists (PBC lists), secure file sharing, e-signature and workpaper collaboration, plus AI agents for financial statement review and document prescreening. It is used by audit, tax, advisory and internal audit teams to manage client engagements and document collection.
Buyer Fit & Positioning
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Custom quote
Free trial: No
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Company-size fit has not been specified yet.
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
Buy through Cubbie
Suralink
Suralink doesn’t have a live offer on Cubbie yet, but you can still buy it through us. Request it and Cubbie’s procurement team will source pricing, negotiate terms, and set up the purchase for you.
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