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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.
The integration with PFX Engagement has been invaluable.
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.
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One of the best Provided By Client documentation system
A massive time saver for CPAs and their clients
Commentaires : It has provided a higher level of professionalism to our information request process while greatly reducing the administrative burden of tracking information requests.
Extremely user friendly, minimal training needed for staff or clients.
The only issue that we have had to date has been clients using extremely old web browsers, which is hard to label as a Suralink issue.
Alternatives envisagées :
Suralink Enhances and Simplifies Audit Evidence Collection Process
Commentaires : Overall we've really enjoyed using Suralink and recommend it to all. Support is great too. Easily add licenses as needed.
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.
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 2 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!
Seamless Collaboration with Suralink
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.
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.
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.
Suralink: Wiss/WEST Growth
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
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.
Alternatives envisagées :
Best PBC Request/File Share Site I Have Used
Commentaires : Exceptional. I've used a few different PBC request/file share sites and none of them have come close
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
No setup to send automatic status updates to clients throughout an engagement. Must remember to send them manually
Efficiency and Clarity
I am all in on this app. My clients are appreciating it too.
Efficiency on our side and theirs is up.
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.
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.
Completely streamlined audit process
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.
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.
Alternatives envisagées :
Commentaires : We use Suralink daily to send and track audit document requests from clients and it works seamlessly and quickly.
This product is easy to use, timely, and helps immensely in tracking information and client requests.
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.
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.
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.
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.
Intuitive and Customizable
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.
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.
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.
A must have for CPA firms
One of the best things about suralink, is it is easy to create a list of items you need, and everyone on your team and on the client side can have access to it. Everyone can see the files uploaded, and you can easily track what you still need, and what has been provided. It's a great way for clients to see their progress, and be able to provide documents electronically. It keeps documents organized, and our clients love it. It's much easier to use then having documents sent via email, and trying to keep track of everything via email.
There are bugs in the software here and there, but for the most part, I've rarely run into issues. Every once a while the service will be down, but it usually is up and running again in about 10 minutes. To be honest, there really isn't anything I don't like about suralink. It is a must have for CPA firms.
CPA Firm Collaboration Success
Commentaires : We noticed immediate results when it came to efficiencies. Our internal and client users have been very impressed with the product. We have only received positive feedback.
Very easy setup and use User friendly Reduced administrative coordination time on projects Real-time look at job progress Live support Timely communication
Notifications can be cumbersome Would like ability to resend link to published documents to clients - like a remind link so they are invited to view again (as opposed to having to re-publish)
Commentaires : Very Good. I accidentally deleted a whole binder once and had to call support. They understood the issue was time sensitive and were able to restore it quicker than usual.
The fact that it is user friendly. The drag and drop function is great. It is very easy to communicate with the client. I like the layout of the requests, and the ability to expand/collapse as necessary
I wish you didnt have to extract documents after you download more than one. However I do like that you can drag documents into your folder to save them and avoid extracting, its just time consuming either way if there are many requests
Suralink for Audit
The software does a great job of keeping engagements organized. In addition, clients like to see the status of requests and their current progress. It makes auditing much easier due to the cloud, so work can be done from anywhere with an internet connection.
One only con I can think of is that every time you log into the software, it will take you to a random client's page, and not the most recently visited. It can be annoying to have to click back into the current engagement. Another is that the software does not allow you to have multiple engagements open at once. Often, I have multiple active engagements, and Suralink will require you to close the currently open engagement if you would like to open another.
better interation function needed
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.
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.
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!
Commentaires : I've rarely had problems but when they occasionally arise the live support is incredibly prompt and adept and solving the issue at hand.
What's not to love? It's intuitive and easy to use and provides a central location where files can be shared securely. I love that all parties can see when requests are generated, files are uploaded or downloaded, and messages left. I've been using Suralink for five years and there is nothing I would like it to have that it doesn't have. Request a demo and you'll see the value I'm talking about in 30 seconds.
Nothing. It's the best product on the market. If your Firm isn't using it you need to get it.
I liked the easy interface and it is very user friendly. I am able to delegate certain tasks to others as well as restricting viewing options for sensitive data. Visually, this software shows how far along a client has fulfilled requests and one can gain a sense of the client's readiness. Also, this software tracks all activity (client and firm) which is extremely useful.
It can be a bit confusing on how to upload/delete files when you're first learning the software. Also, because its cloud-based, if there are any internet issues, you cannot access the account but that is typically a minor issue.
A great addition to our firm and interaction with clients during the audit process
Commentaires : Suralink has made the process of requesting, receiving, tracking and communication information with client during an audit or review of their financial statements much easier and efficient.
Ease of use, notifications, up to the minute status, our client's satisfaction
Nothing that we don't like. Future enhancements such as a client portal for copies of final products and a tool to email items quickly and securely would help use eliminate the use of other tools and use Suralink for these items. It would be a big win for our clients as well.
It is very user friendly. It has helped tremendously with becoming more efficient with our audit engagements. The entire audit team has access to all of the requests so we are not constantly bugging the client for the same items. Also I love the time/date stamps on everything because it has helped us with our hard meetings when clients are frustrated on timing. MAny times we refer back to when we requested items vs when they delivered.
I really have no cons to the software. It has really been a great tool for us.
Commentaires : This is a much more efficient way to obtain and organize client documents. Overall, hours on jobs are down and I am much less frustrated trying to find PBC documents now that I can search them all in one place.
Very user friendly and my clients love it. It is also far more secure and organized compared to sending via email or any other method.
The auditor view of an engagement could use more customization. I would like to be able to remove the Overview Bar (completely, not just the pie chart) and be able to adjust the window size of the request list and listing of documents the client uploaded.
Commentaires : Suralink has helped us streamline our document collection process for our audit clients. The software is easy to use for both our staff and our clients. It has greatly improved the experience of our clients.
It makes the information gathering process much easier and more organized which increases audit efficiency and reduces the burden on clients to provide requested information.
There is no option for reporting metrics. It would be nice to be able to pull some data on a department or firm-wide basis to determine how well we are using the software.
Easy to use for both the employee and client
Commentaires : I have been using suralink for almost the last 2 years now. It was the product we had when I started. I have just been brought into the suralink behind the scenes a few months ago and our rep [SENSITIVE CONTENT HIDDEN] has been awesome.
I like the fact that you can have multiple clients assigned to the account. If there is more then 1 person providing documentation. I also like the fact you can assign the same contact to multiple clients.
Some clients have difficulties when first registering for their account. (i think mostly user error) Is there a cheat sheet out there for clients that have multiple accounts?
New user for Suralink
this is my first job at a public accounting firm. The amount of files exchanged between client and our firm are enormous. Suralink is very easy to use and I really like the search function and also the email alerts for new uploads.
It is hard to tell which files are newly uploaded if there are a lot of files. I would suggest to have another designated place (or like shortcuts) for all the newly uploaded files.
Suralink is incredibly easy to use. It has streamlined the evidence gathering process immensely. Clients love it, our people love it. It is an amazing tool. It has transformed our engagements.
When you get to 100% on an engagement, the 100% doesn't fit on one line, it breaks into a second line. Is this a stupid "con"? Yes, most definitely, but it is the only "con" I have.
1. The display is very user friendly and can easily be taught in a quick couple minutes crash course to both clients and coworkers. 2. Everything is instantaneous, just like email, so there is not wait time to obtain files. 3. The tracking mechanisms make it easier to stay on top of multiple engagements simultaneously and give a good picture on the progress of each engagement. 4. Rolling forward engagements from one year to the next is unbelievably simple and quick. Alleviates a lot of stress and time sensitivity in doing so. 5. The "yes delete" feature makes it very hard to accidentally delete requests, files, or engagements without intentionally doing so. Very useful when working with new company staff, as they are not familiar with the software.
1. To my knowledge, there is no way to delete firm provided files if you accidentally upload the wrong file. Instead, you have to delete the request altogether and then create it anew. It would be much easier to simply be able to remove firm provided files. 2. When rolling forward engagements from one year to the next, to my knowledge, there is no easy way to quickly do a find and replace to update years. For example, if we are rolling forward an engagement from 2018 to 2019 and there are 45 requests in the 2018 engagement that say, "as of December 31, 2018", there is no quick and easy way to replace 2018 with 2019. I believe you have to go through and manually change each one.