How much does Suralink cost?

Suralink's pricing page does not list prices; it asks you to contact them. Check with Suralink for a current quote.

Do clients need an account to upload to DocTick?

No. Clients use a magic link sent by email, with no account or password.

Does DocTick offer e-signatures or an API?

No. DocTick is focused on document collection and does not offer e-signatures or an API.

For Small Firms & Solo Practitioners

✨ DocTick vs Suralink

A Lightweight Suralink Alternative for Client Document Requests

Suralink is built for audit, tax and advisory teams at larger firms, with AI testing and workpaper tools. If you just need a checklist of documents from clients, DocTick is $14.99/mo.

Zero storage liability Direct Google Drive sync No client passwords or apps

The Transparent Verdict

Which one is right for your firm?

We believe in honest software recommendations. Here is how to choose between Suralink and DocTick.

Choose Suralink if:

Suralink

1You run audits or review engagements and manage PBC (provided-by-client) lists at scale.
2You want AI-assisted testing, financial statement tie-out, or workpaper tools alongside requests.
3You need request-list rollforward from one engagement to the next.
4You need SSO for your firm and an API.

Choose DocTick if:

Recommended

You are a solo practitioner or small firm that wants a simple checklist, not an audit platform.
You want a public price and a free plan to try first.
You want clients to upload from a link with no account or password.
You want files saved to your own Google Drive.
You want to approve or reject each item with a note.

Side-by-Side Breakdown

Feature Comparison: DocTick vs Suralink

See exactly how features, client workflows, and architectures compare.

← Swipe horizontally to view full table →

Feature / Capability	DocTick Our Pick	Suralink
Pricing	Free plan; Pro $14.99 / month	Pricing on request
Primary Use Case Different scopes: Suralink is broader, DocTick is narrower and simpler.	Document collection checklists	Request-to-review platform for audit, tax, advisory and internal audit
Request List Management	•Itemized checklist with progress per request	Dynamic request lists, rollforward lists and real-time dashboards
AI and Testing Tools	•Not included	AI-powered tools, Cloud Testing Suite, Financial Statement Tie Out, Workpaper Suite (add-ons)
E-Signature	•Not included	Available as an add-on
Where Files Are Stored	Your own Google Drive	Suralink platform (Client Data Vault)
Setup Effort	Sign in with Google and send a request	Contact sales and request a plan
Reusable Templates	Tax, mortgage, legal intake, onboarding	Rollforward request lists between engagements
Per-Item Approve / Reject with Note	Yes	Review workflow with commenting and tagging
API and SSO	•Not offered	50+ API endpoints and SSO for firms in CORE

Cost & Commitment Comparison

Transparent Pricing with No Forced Upfront Contracts

See the real financial difference between committing to Suralink vs flexible month-to-month DocTick.

Suralink Pricing

Pricing on request

Not published; Suralink asks you to contact them for a plan

Commitment: Contact Suralink for terms

Limits: Per Suralink's pricing page (Oct 2026), CORE is the base platform and modules such as Workpaper Suite, Cloud Testing Suite, Secure File Sharing and E-Signature require CORE.

Save Hundreds Annually

DocTick Pricing

$0 Starter Free or $14.99 / month Pro

Month-to-month, cancel anytime

Solo Savings: Depends on your Suralink quote

3-Person Firm Savings: Depends on your Suralink quote

Critical Analysis

Why Professionals Are Moving to DocTick

Built for Different Firms

Suralink describes itself as an agentic automation platform for accounting firms and their clients, with industry focus on audit, tax, advisory and internal audit, and says more than 1,200 firms use it. Its core is PBC request list management, with add-on modules for testing, workpapers and e-signature. DocTick is aimed at the person who needs to collect a set of documents from a client and see what is missing. If you handle audit engagements with hundreds of request items and want workpaper integration, Suralink is designed for that and DocTick is not.

Pricing and Getting Started

Suralink's pricing page lists no prices and invites you to reach out for a plan. DocTick publishes its pricing: free for up to 3 active requests, or $14.99/month for Pro with unlimited requests, automated reminders and custom branding. For a small firm, the practical difference is being able to try DocTick the same day, with no sales conversation.

Files in Your Drive

DocTick saves each client upload to your own Google Drive in organized folders, using the restricted drive.file scope. Suralink holds submissions in its own platform, where clients can see past submissions in a Client Data Vault. Which model is better depends on whether you want your files in Drive or in a purpose-built engagement platform.

Common Questions

Frequently Asked Questions

Everything you need to know about switching from Suralink to DocTick.

DocTick supports itemized document requests, which cover the same basic idea for small engagements. It does not have rollforward lists, AI testing, workpapers or audit-specific dashboards.