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.

"Good but Could Use Some Improvements"

Commentaires: Good

Avantages: I like the ease of use, ability to make requests, sections, and sub-sections.

Inconvénients: I wish there was the ability to assign a priority level to each request (low priority, medium priority, high priority, urgent)

"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.

"good not great"

Commentaires: It's good, but if I was making the decision what to use for PBC lists I'd choose smartsheet over Suralink, but your mileage may vary.

Avantages: works well for PBC lists (provided by client) helps with client communication and has a good interface for back and forth conversations on various requests. generally easy to setup, navigate, and use

Inconvénients: not as user friendly as a smartsheet, and a little more limited in abilities