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Simplifiez le processus d'audit tout en améliorant l'expérience client grâce à la gestion automatisée des documents et des listes de demandes PBC.

En savoir plus sur Suralink

Avantages :

The integration with PFX Engagement has been invaluable.

Inconvénients :

I did find it hard at first to locate where to gather the requests and enter them. I also found it a bit annoying to have to log in and monitor what came in.

Suralink - Notes

Note moyenne

Facilité d'utilisation
4,6
Service client
4,6
Fonctionnalités
4,5
Rapport qualité-prix
4,7

Probabilité de recommander le produit

8,9/10

Suralink a reçu une note globale de 4,7 étoiles sur 5 d'après 398 avis d'utilisateurs publiés sur Capterra.

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Filtrer les avis (398)

Robert
Business Applications
Utilisateur LinkedIn vérifié
Comptabilité, 1 001–5 000 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

One of the best Provided By Client documentation system

5,0 il y a 2 ans
Sous-titres en français disponibles pour la vidéo
Mike
Mike
Partner (É.-U.)
Utilisateur LinkedIn vérifié
Comptabilité, 51–200 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Alternatives envisagées précédemment :

Suralink Enhances and Simplifies Audit Evidence Collection Process

5,0 il y a 4 ans

Commentaires : Overall we've really enjoyed using Suralink and recommend it to all. Support is great too. Easily add licenses as needed.

Avantages :

Gone are the days of having a DRL or PBC that you manage in an Excel spreadsheet over e-mail or in a Dropbox, Box, or Sharepoint. Suralink does it for you with individual line items for each request, easy drag & drop to upload files, easily download all or just new files, track status, assign owners to requests, make requests private, and more. Can be used for any audit or advisory project where you need evidence from the client. Pay per firm user. Storage is unlimited, client engagements are unlimited.

Inconvénients :

Suralink is still developing new functionality. Just released some new APIs that should help. Security only has 2 levels: Staff or Manager.

Réponse de l'équipe de Suralink

il y a 4 ans

Thanks for such a great review, Mike! We're glad you're finding value from Suralink. We're also happy to discuss new feature requests anytime. If there's ever anything we can do, please don't hesitate to reach out!

Christian
News Editor/Journalist (Danemark)
Presse écrite, 11–50 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Seamless Collaboration with Suralink

5,0 l’année dernière

Commentaires : Overall, I am very pleased with my experience using Suralink. The user-friendly interface combined with the powerful collaboration tools make it the perfect choice for teams that need to get work done quickly and without any hassle.

Avantages :

I recently switched over to Suralink for all my online collaboration needs and I have been very pleased with the service so far. The interface is incredibly intuitive and the features make it easy to work with my team. The real-time comments and editing features are especially helpful and make it a breeze to get everyone on the same page quickly.

Inconvénients :

The only downside I have experienced with Suralink is the occasional bugs. I have had a few documents take longer than normal to load or had some formatting issues when sharing a document with multiple users. However, these issues have been few and far between and have been quickly resolved with the help of the customer support team.

Dominick
Senior Account Manager (É.-U.)
Comptabilité, 201–500 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Suralink: Wiss/WEST Growth

3,0 il y a 4 ans

Avantages :

It works. I do not have experience with other software's so not certain how to compare. It would be great if it could integrate with iChannel

Inconvénients :

I work for WEST Growth, LLC which is a subsidiary of Wiss and Company, LLP. I do not have any other experience with secure portal except for Suralink so I am not sure how useful my opinion is, however, I have several clients who complain about the UI. Basically, it is not very straightforward/learning curve involved.

Michael
Senior Accountant (É.-U.)
Comptabilité, 51–200 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Alternatives envisagées précédemment :

Best PBC Request/File Share Site I Have Used

5,0 il y a 4 ans

Commentaires : Exceptional. I've used a few different PBC request/file share sites and none of them have come close

Avantages :

Very simple to use, the client view is just like the audit team view so I can walk them through the site, easy to upload, has almost every feature we were looking for, and they are constantly upgrading based on my feedback

Inconvénients :

No setup to send automatic status updates to clients throughout an engagement. Must remember to send them manually

Bryce
Audit Manager (É.-U.)
Comptabilité, 2–10 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Efficiency and Clarity

4,0 il y a 4 ans

Commentaires : I am all in on this app. My clients are appreciating it too.
Efficiency on our side and theirs is up.

Avantages :

I really like the ability to go in, as an audit manager, and get an idea of the status of the audit is. I can see how responsive the client is. I can see how responsive staff is being. This allows me to focus on my attention on the clients that are being responsive. This is very important during busy season. I am constantly in Suralink during busy season, even if staff is doing the interacting with the client. I am also quickly finding the power of the status reports that are sent out to the client and I am beginning to only send communication to the client through the status report function rather than email from Outlook.

Inconvénients :

The process of switching from one engagement to another takes one or two steps more than I would like. Maybe having a tool/navigation bar on the side could help.

John
Business Technology Manager (É.-U.)
Immobilier, 1 001–5 000 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Completely streamlined audit process

5,0 il y a 4 ans

Avantages :

Our organization is extremely complex due to the fact that we have a large number of Legal Entities. The ability to create Audit PBC templates and simply copy those across all our entities in mass has reduced the administrative burden to near-zero time spent by our IT team. The administration is simple enough that our External Auditors own 95% of the process. Prior to adopting Suralink, this process was maintained on SharePoint and was an extremely burdensome process for our organization.

Inconvénients :

It would be nice to create dynamic PBCs based on a questionnaire. Often times the nature of our legal entities will create additional PBC items. This is ruled base and could be automated, but is manageable to manually track.

Elizabeth
Audit Senior Manager (É.-U.)
Comptabilité, 1 001–5 000 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Alternatives envisagées précédemment :

Great product!

5,0 il y a 4 ans

Commentaires : We use Suralink daily to send and track audit document requests from clients and it works seamlessly and quickly.

Avantages :

This product is easy to use, timely, and helps immensely in tracking information and client requests.

Inconvénients :

Often the notification summary in the website gets too overwhelming due to all the info it tracks--a different way to present the summary would be very helpful.

Emily
Audit manager (R.-U.)
Comptabilité, 201–500 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Making everyone's life easier!

5,0 il y a 4 ans

Commentaires : It has helped us have greater oversight of audit queries and requests for information and how the client has fulfilled these requests. Organisation and efficiency has greatly improved.

Avantages :

The ease of use, the user-friendly interface which provides just the right amount of information for both us and the client.

Inconvénients :

If someone else set's up the client then it doesn't seem to appear on my dashboard when i'm invited to it.

Utilisateur vérifié
Utilisateur LinkedIn vérifié
Services et technologies de l'information, 11–50 employés
Temps d'utilisation du logiciel : Essai gratuit
Source de l'avis

Excellent Tool

5,0 il y a 4 ans

Commentaires : Suralink offers structure and a visual representation of the project progress for internal and external users. It allows us to track at any level of granularity depending on the project and the client.

Avantages :

Suralink offers the flexibility needed for any size company to properly customize the product to reflect core processes. The visual representation of the project progress is very appealing to me and my customers.

Inconvénients :

Depending on how structured the existing process is, it can be a little time consuming to setup the initial templates. But once the templates are configured, it is very quick to spin up a new project.

Katy
Senior Staff (É.-U.)
Comptabilité, 2–10 employés
Temps d'utilisation du logiciel : 1 à 5 mois
Source de l'avis

Great for Audits!

5,0 il y a 4 ans

Commentaires : Sometimes the clients are slow in adapting, and still try to email documents. I continually nudge them to use Suralink, and it's working well.

Avantages :

It allows both the clients and the audit team to track the status of the engagement. You can make comments, upload files, and watch as your audit goes from 100% outstanding to 100% complete!

Inconvénients :

That I cannot delete comments on the engagement once the area is fulfilled.

Elisabeth
Sr. Project Coordinator (É.-U.)
Services et technologies de l'information, 201–500 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Intuitive and Customizable

4,0 il y a 4 ans

Commentaires : Because our product and process can be a bit complicated or hard to keep in order, Suralink is helpful to compartmentalize different aspects of the process. Marking requests as resolved or rejected is helpful to help our customers focus on the things that are most important.

Avantages :

Suralink is easy to learn; I haven't had any customers who are new to the software need help from me on how to navigate or upload/download documents which is a huge win! Our product that we provide to customers is totally unique per client, so having a fully customizable interface is required. Suralink allows this to happen quickly and easily with the option of cloning specific requests or engagements, if applicable to make work more efficient.

Inconvénients :

There are a few buys as far as display that could be improved: - Comments sometimes post or reload with huge bits of gibberish as part of the text and remain that way indefinitely as far as I can tell. The text will run off the window making the comment much less useful. - The functionality to mark the notifications as 'read' often doesn't update so it still has the unread icon even after confirming that things have been read multiple times.

Marcus
Security Analyst (É.-U.)
Sécurité et enquêtes, 201–500 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Great, but could be amazing

5,0 il y a 4 ans

Commentaires : I love it. It could be slightly better, but so can everything else. Every customer that I work with love that it is so much easier than what some of their other audit companies have used.

Avantages :

The ability to organize and manage my audit engagements with each of my customers. It is fairly simple for every company that I have worked with to see what tasks were needed to be completed and what tasks were complete. The tracking feature at the top, the one that displays the percentages, is really useful for keeping the customer focused on completing tasks.

Inconvénients :

The management side of things. It is difficult to change requirement number, reorganize requirements, format wording in requirement descriptions, and filter requirements based on assigned users. Each of these features would help me customize each project and manage my customers. The filtering of requirements based on assigned users comment came directly from a customer. They had different users with client accounts in Suralink and the customers project manager wanted to filter requirements based on which employee he was talking to. I realize that this would be helpful to me as well.

Bradon
Accountant (Canada)
Comptabilité, 51–200 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Suralink Review

5,0 il y a 4 ans

Commentaires : We are solving the problem of clients taking a long time to upload documents. Having Suralink notify clients that we are uploading documents or changing requests reminds them that we are doing an engagement and they need to provide us with the information to complete it.

Avantages :

I like that you can roll forward engagements that have been completed in previous years. I also like that we can keep all our documents in one place, and it tells us when clients have downloaded or uploaded documents to the site. It makes it easier to keep track of our engagements.

Inconvénients :

it is difficult to navigate and hard to find resources to know how to solve something. For instance, we need to be invited to an engagement before we can see any or upload any documents that we need for an audit. I would like to be able to search for client and request to be part of the engagement team. It is hard to know if the client has a suralink set up or not because this is not an option.

Chace
Senior Auditor (É.-U.)
Comptabilité, 51–200 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Excellent for privacy for your clients

5,0 il y a 4 ans

Commentaires : I would recommend using Suralink as a private document upload site for any company that wants to give their clients more sense of security.

Avantages :

I appreciate that this software gives your clients peace of mind and a very private way to provide information to your firm and give them reassurance that their employees information won't be leaked on the web. It also is a great way to customize your requests to your client to get exactly the documents that you need from them.

Inconvénients :

A few times the system has a glitch where I was not able to see my side of the Suralink and thus not able to download the documents that the client had uploaded.

Kaizhen
Audit Associate (É.-U.)
Comptabilité, 11–50 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

better interation function needed

5,0 il y a 4 ans

Commentaires : I really like Suralink actually, most of the client find difficulty in using traditional PBC list, it greatly improve the communication between auditor and client by adding those quick interaction function.

Avantages :

It's easy to find the document and download it. there are different section. and the status is marked with different color which is really helpful.

Inconvénients :

Sometimes we have follow up questions that need pic to explain, we have to save them in excel and create a new category called "xxxx follow up" which waste a lot time and energy. If there is some function support task sepcicfic follow up, for example, tracking for a sample in specific test, it will greatly imporve the communication effiency of auditor and client. Let's say, there are 50 sample in that test, each of them need 5 supporting. Usually, the testing is created under one section and is marked as one request. However, if there is a function, that it open another page when we click on the testing request, and show the status of each sample, it will be great!

Kelly
Director (É.-U.)
Comptabilité, 51–200 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Suralink

5,0 il y a 4 ans

Avantages :

Ease of use. Security. organization. tailored for accounting/audit

Inconvénients :

Wish there was an app. The default when you click on a project should be the most detailed level as default. Instead, you have to toggle on each list to get to the detail of the request. Wish there was at least a user option setting to have your defauls for every list be the most detailed

Mike
Manager (É.-U.)
Comptabilité, 51–200 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Great Product. I'd Recommend It to Anyone

5,0 il y a 4 ans

Avantages :

It is really easy to use for both me and my clients to use. No more losing files or wondering if files got lost in email. It's all there for both of us to see. It is easy to set up and modify your request list and categories. And when I forget how to use a feature, the customer service chat can help me resolve it very quickly.

Inconvénients :

It is hard to think of anything. Sometimes I can't remember how to do something and I can't figure it out just by looking at my dashboard. But customer service is quick to respond to my questions and remind me how to use certain features so any problems are resolved immediately.

Dick
Principal Security Analyst (É.-U.)
Informatique et sécurité réseau, 11–50 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Suralink made our job easier

5,0 il y a 4 ans

Commentaires : As a secure method of attaching lots of evidence for a large number of requests, Suralink has proven easier for both our firm, and our clients to use, than other much more expensive solutions.

Avantages :

Being able to customize the excel template and upload a client-specific template each year. Also the search function is invaluable. We like that the reports can be made visible to a subset of the client users.

Inconvénients :

Resequencing the requests is problematic, the sort function needs work.

Angela
Audit Associate (É.-U.)
Comptabilité, 51–200 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

By FAR one of my favorite accounting tools

5,0 il y a 3 ans

Avantages :

What is NOT to love about Suralink? It makes it incredibly simple to have my clients upload documents that we need, and that the whole team can access the documents in one place, instead of CCing each other on group emails, or forwarding audit support. It also is very helpful in that it tracks who uploaded specific documents and when, as that has helped our team more than once prove that something a client was saying was incorrect, and we had actual evidence to support it. Thank you Suralink team!

Inconvénients :

Our firm had an issue with the way Suralink was rolling the documents from year to year, which caused hours of headache once I'd discovered it. We have thankfully since resolved the issue.

Stephan
Associate Partner (É.-U.)
Comptabilité, 1 001–5 000 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Unrivalled convenience

5,0 il y a 4 ans

Commentaires : Suralink has made requesting and receiving of large data files, easy, organized, user friendly and convenient with the ability to restrict access only to specific people in the same request setup. It has made a real difference to all in the public accounting industry.

Avantages :

The ability to transfer and receive files too large for email, combined with the ability to limit access to specific persons. It is also super convenient that clients can drag requested files specifically to each request.

Inconvénients :

There is very little to dislike. Since we started using it, PBC requests have been a total game changer compared to prior products.

Brittany
Senior Audit & Accounting Associate (É.-U.)
Comptabilité, 51–200 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Functional & Fun!

5,0 il y a 4 ans

Commentaires : Suralink is a great solution for safely and securely sharing files between associates and across networks. It is overall very convenient and user-friendly.

Avantages :

I appreciate how easy it is to import lists and drag and drop items into categories. I also appreciate the fun quirks like jokes and messages when signing out!

Inconvénients :

Some clients seem to have an issue with figuring out how to use Suralink. Perhaps there could be a better training or demo when users sign up, are invited to use, or log back in to use the software after a longer period of time (ex. 6 months).

Allison
Audit Director (É.-U.)
Comptabilité, 11–50 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

It's a good product

5,0 il y a 4 ans

Commentaires : We are moving to paperless audits and tax work, which is a big deal for a public accounting firm.

Avantages :

Clients love it. If our clients are happy, then we are happy.

Inconvénients :

I wish there was an Administrator dashboard that showed me all of the uploads/activity since my last log on.

Henry
Senior Accountant (É.-U.)
Comptabilité, 51–200 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Efficient and easy to use!

5,0 il y a 4 ans

Avantages :

The part I like most about Suralink is its ease of access and simple-to-use functionality for both auditors and clients alike. It's really helped to simplify the PBC process and create efficiencies.

Inconvénients :

The part I like the lease about the software is the fact that, when you rollforward a request list, it does not rollforward the dates in the requests themselves. Other than that, I do not have any qualms with the software!

Nicholas
Audit Associate (É.-U.)
Comptabilité, 51–200 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Suralink

4,0 il y a 4 ans

Commentaires : I've realized tons of benefits from Suralink, including clients seeming to enjoy the organization and due dates usage to prioritize requests for efficiency purposes.

Avantages :

I love that you are able to lock/assign requests and the overall organizational capabilities of each grouping/section of an engagement.

Inconvénients :

It's confusing that when you create a new request, it is automatically the next sequential number so if requests are put into an already-created section, the numbers appear out of order and causes client confusion at times trying to find a specific request. Able to be circumvented with the search option

Orysya
Staff Accountant (É.-U.)
Comptabilité, 11–50 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Very user friendly and intuitive

4,0 il y a 4 ans

Avantages :

I like that this software is very intuitive. You are naturally able to figure out how to do many things, even if you are doing them for the first time. I like the "Help on this page" feature so you could easily research quick questions.

Inconvénients :

I don't like that in order to solve any problem we may have, small or big, it has to go through a support case. The support case usually take multiple days to resolve just because of the time lag between each response. I wish there was a direct customer service number we could call with questions.