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.

"Best Tool Available for Managing Audit-related Requests"

Commentaires: Mostly covered in the pros, but this has been a vast improvement over what we were doing previously and it's very easy to implement and administer.

Avantages: This tool is built for auditors to manage our audit requests. It's a great alternative to the traditional spreadsheet and far superior from just a file sharing solution like ShareFile or Dropbox/Box. And it's much better for this specific purpose than Smartsheet. We've received positive feedback from many customers, and they typically say it's better than what the Big 4 or regional firms are offering. We even have several clients who have started using it internally within their internal audit departments. Customer service is very responsive, which is an added benefit.

Inconvénients: There's not much to complain about, but we do wish it integrated with our Engagement software. And some alternative dashboard views for partners or managers who oversee lots of engagements would be appreciated.

"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.

"Suralink: Wiss/WEST Growth"

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.

"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.