Avis clients sur Suralink

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.

Avantages :

Extremely user friendly, minimal training needed for staff or clients.

Inconvénients :

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.

Great Product with slight needed improvements

Commentaires : Overall a great project that is liked by both auditor and client. Only negatives are lack of notifications. When on a job for a week on a client both sides would like options of more regular updates even if that is hourly or immediate. Also ability to renumber the PBC list if items are added to make it easy to find in order.

Avantages :

Ease of use of the software for client and auditor.

Inconvénients :

Inability to renumber or move items around

Why not a mobile option?

Commentaires : Pretty good

Avantages :

The daily email notifications recap are great.

Inconvénients :

Mobile inaccessibility is a hinderance for field work.

Suralink

Avantages :

The software is fairly easy to use. I really like the drag and drop option.

Inconvénients :

I don't really like that we are required to add "request list". I would like the ability it add folders where clients can upload information without it being called a "request list". This confuses some clients.

Review

Commentaires : Very much enjoy my experience and my Clients do as well.

Avantages :

The color scheme makes the analyzing what is outstanding so much easier and easier for our clients as well

Inconvénients :

Sometimes the notifications are incorrect or don't disappear once i clear them.

Suralink Review

Avantages :

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.

Inconvénients :

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.

Game Changer!

Avantages :

Suralink is super easy to use and instruct clients on - literally a drag and drop system. It tracks all movements in each request, has notes to go between you and the client, and is fully encrypted. Going from the old sharefile system or email system with excel sheets to this for our PBC list has been a complete game changer!! I have clients in India, a full 12 hour difference, and this has completely changed the communication issues we've had. I can reject an item, put in a comment, and they immediately see that I have done so and correct it. I can't tell you how many clients have commented how much they love it too!

Inconvénients :

Occasionally, the software goes down, and the software relies on the internet, which can be patchy in spots. Support is always quick to get up and running as soon as possible.

A stream-lined and intuitive file share software

Avantages :

I use this as a public accountant to satisfy our various requests from clients. It is very easy to use, create needs lists, pull support, edit requests, and track the status of items. I have also heard from many clients that it was very intuitive and easy to use.

Inconvénients :

I haven't experienced any large issues while using the software. If I am preparing or rolling forward a new needs list, it only gives me the option to establish one new "due date" for all requests, when in reality, there are many different due dates. Not a large issue; just more of a mild inconvenience.

Excellent Product

Commentaires : Overall my experience has been excellent. If push notifications would be implemented I would have zero complaints.

Avantages :

I love the security that comes with using this product. It is very easy to communicate with clients via suralink and reassure them that their information would be handled carefully and securely.

Inconvénients :

I don't like that there isn't an option for push notifications and I have to type a passcode in each time I login.

Very efficient and user friendly

Commentaires : I always recommend Suralink to friends at other firms. It's super self explanatory and easy to use. It keeps things simple, but also is enough to get the job done.

Avantages :

I like how easy it is to visualize what items have been submitted from the client and what we are still waiting on.

Inconvénients :

I don't like how it shows when we download files in the comments. If I download a file multiple times I don't want my client to see that.

Best Way to Collaborate with Your Client

Commentaires : Suralink has been a game changer in the way that we request sensitive tax documents and information from our clients. I have found that Suralink has been received well by clients without much trouble which is a huge plus on our client retention goals. I would certainly recommend this product to other accounting firms searching for a solution.

Avantages :

I would say ease of use is the best feature of this software. Almost all of my clients are able to intuitively use this software. The ability to track outstanding deliverables, provide comments and send sensitive information through the portal makes it invaluable.

Inconvénients :

I have never seen the "client side" of the product so I don't always feel super confident explaining to my clients how to use the portal from their view. Fortunately, this has not been an issue. The other item I would really like to see is real time updates through a Microsoft desktop widget or something. The daily email is not enough and having to be in the browser to see updates on all my clients can be a challenge.

Suralink is great for auditors and clients

Commentaires : It's a great tool to set preliminary expectations with the client, and get them providing documentation early for an engagement. You can respond to support with questions and get back client responses.

Avantages :

Suralink is a great way to share an active list of requests. Clients always have access to what items are outstanding to perform the audit, and it's also a centralized storage space for the entire audit team to access. It's simple to create and respond to requests.

Inconvénients :

Only one engagement list can be open at a time, meaning you have to close out of one if you want to review another. Additionally, it's difficult to order your requests - when you create a new one, it automatically receives an assignment number, and it may not be numbered consistently with other, similar requests.

Great product

Commentaires : Suralink has been a great product for our firm and we will continue to use it for the foreseeable future.

Avantages :

We and our clients are always on the same page with the status of open items.

Inconvénients :

The only place this product falls short is a way of communicating new or returned requests to a client on an hour by hour or minute by minute basis. When using the product in conjunction with rapid requesting and answering our client's get lost in seeing what new items are added. The "timeline" tools doesn't work well when dozens of updates are happening every hour. Would be great if there was a way for a client to see what is new since their last login, perhaps filtering by new or returned requests, new files provided, accepted requests, etc.

Suralink review

Avantages :

It's easy to use and works great, and it's very easy to learn. It would also be nice if it integrated with iChannel

Inconvénients :

I use this software and since then I haven't found any disadvantages

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.

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!

Amazing platform!

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.

Avantages :

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.

Inconvénients :

Nothing. It's the best product on the market. If your Firm isn't using it you need to get it.

Suralink

Avantages :

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.

Inconvénients :

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.

Avantages :

Ease of use, notifications, up to the minute status, our client's satisfaction

Inconvénients :

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.

Great Product

Avantages :

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.

Inconvénients :

I really have no cons to the software. It has really been a great tool for us.

Suralink Review

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.

Avantages :

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.

Inconvénients :

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.

Suralink

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.

Avantages :

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.

Inconvénients :

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.

Avantages :

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.

Inconvénients :

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

Avantages :

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.

Inconvénients :

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.

Great for Audit Clients

Commentaires : Transfer and tracking of client requests has been greatly improved. We have received information more quickly from clients and in an electronic format that allows us to complete work remotely if necessary. When implemented correctly with clients, turnaround time on our audit work has significantly decreased.

Avantages :

The software makes it easy to securely receive audit requests from clients as well as internally track outstanding items and provide team updates.

Inconvénients :

The only down side is when clients are unwilling to adopt or do not possess the technical capabilities to use the software to its full potential.

Ease of Use is off the charts

Commentaires : Overall experience with Suralink has been great. I have been able to begin my job with less worries because Suralink was so easy to grasp.

Avantages :

The ease of use of this software is what I enjoy the most. The software is very intuitive and easy to follow even for first time users, as I was. The Suralink software allows for communication and transfer of documents securely in as easy of a format as there is.

Inconvénients :

The feature of Suralink that I like the lease is the DUO authentication that must be entered before logging on every time. Other apps in my organizations use allow for connect DUO authorization so it must only be entered once for all apps. Suralink requires an additional authorization to the one I must already enter.