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.

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.

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.

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.

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.

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.

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

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