Suralink

A massive time saver for CPAs and their clients

Commenti: It has provided a higher level of professionalism to our information request process while greatly reducing the administrative burden of tracking information requests.

Aspetti positivi:

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

Aspetti negativi:

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.

Completely streamlined audit process

Aspetti positivi:

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.

Aspetti negativi:

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.

Why not a mobile option?

Commenti: Pretty good

Aspetti positivi:

The daily email notifications recap are great.

Aspetti negativi:

Mobile inaccessibility is a hinderance for field work.

Great product!

Commenti: We use Suralink daily to send and track audit document requests from clients and it works seamlessly and quickly.

Aspetti positivi:

This product is easy to use, timely, and helps immensely in tracking information and client requests.

Aspetti negativi:

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.

Making everyone's life easier!

Commenti: It has helped us have greater oversight of audit queries and requests for information and how the client has fulfilled these requests. Organisation and efficiency has greatly improved.

Aspetti positivi:

The ease of use, the user-friendly interface which provides just the right amount of information for both us and the client.

Aspetti negativi:

If someone else set's up the client then it doesn't seem to appear on my dashboard when i'm invited to it.

Great Product with slight needed improvements

Commenti: 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.

Aspetti positivi:

Ease of use of the software for client and auditor.

Aspetti negativi:

Inability to renumber or move items around

Great for Audits!

Commenti: Sometimes the clients are slow in adapting, and still try to email documents. I continually nudge them to use Suralink, and it's working well.

Aspetti positivi:

It allows both the clients and the audit team to track the status of the engagement. You can make comments, upload files, and watch as your audit goes from 100% outstanding to 100% complete!

Aspetti negativi:

That I cannot delete comments on the engagement once the area is fulfilled.

Suralink

Aspetti positivi:

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

Aspetti negativi:

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

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

Aspetti positivi:

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

Aspetti negativi:

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

A stream-lined and intuitive file share software

Aspetti positivi:

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.

Aspetti negativi:

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.

Suralink Review

Aspetti positivi:

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.

Aspetti negativi:

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 experience

Commenti: My overall experience has been great. The people I have talked with via the live chat support channel have been very responsive and pleasant. They are "real people" - meaning they don't express false empathy by repeating the problem a customer says in their empathetic response. It may not be "false empathy", but this is a very common mode of operation for customer support interaction. Example: I am having problems with XYZ feature. Support response: I'm sorry you are having a problem with XYZ feature... I just want to talk with a real person who is not bound by scripted responses. Suralink support has always been awesome!

Aspetti positivi:

This software is very customizable and can easily be adapted for any use.

Aspetti negativi:

There have been some features that have not functioned as well as they should. Or rather functions that have not functioned in a way that fits the feature model we use at our company, so I can't say that such features were not as intended by Suralink development. What has come of these instances is that I have passed along things like this to customer support and they have addressed the request in a very responsive manner.

Suralink

Commenti: I like the software. It does what it is designed to do and I have not experience any functionality issues. It's great for audit.

Aspetti positivi:

Suralink is a great way for clients to see an organized needs list of items needed for an audit. It tracks if items have been loaded. It allows you to mark items complete so that know what is open and what is closed. Finally it gives a timeline and history of activity. It is a huge improvement over trying to sort through emails to determine if something was received and what items on the needs list were still outstanding.

Aspetti negativi:

There is a learning curve with some client. Some, more traditional clients, still prefer to just use email and then you are using two different organization systems and it reduced the effectiveness of Suralink. That's not the problem of the software but rather people's unwillingness to change. The software Sometime I like to load to use the software to view files rather than move them to a folder and tracks every time you open it. It should track the first time it is opened, and then stop. the other history is not of much value.

Suralink Makes Auditors and Clients Happy

Commenti: Overall clients are happier using Suralink, and it helps improve the efficiencies of our audits.

Aspetti positivi:

My favorite thing about Suralink is that the client and everyone on the engagement team can see exactly what has been provided so far in real time. This significantly cuts down on the thing that clients hate the most, which is when auditors ask for a schedule that they have already provided.

Aspetti negativi:

This is not really the software's fault, but new clients are hesitant to change what they've always done with audits. They are scared of change and don't want to spend the time to learn the software, so there is usually some "pushing" that needs to be done to convince a new client to use Suralink.

A must have for CPA firms

Aspetti positivi:

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.

Aspetti negativi:

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

Commenti: 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.

Aspetti positivi:

Very easy setup and use User friendly Reduced administrative coordination time on projects Real-time look at job progress Live support Timely communication

Aspetti negativi:

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)

Suralink Review

Commenti: We are solving the problem of clients taking a long time to upload documents. Having Suralink notify clients that we are uploading documents or changing requests reminds them that we are doing an engagement and they need to provide us with the information to complete it.

Aspetti positivi:

I like that you can roll forward engagements that have been completed in previous years. I also like that we can keep all our documents in one place, and it tells us when clients have downloaded or uploaded documents to the site. It makes it easier to keep track of our engagements.

Aspetti negativi:

it is difficult to navigate and hard to find resources to know how to solve something. For instance, we need to be invited to an engagement before we can see any or upload any documents that we need for an audit. I would like to be able to search for client and request to be part of the engagement team. It is hard to know if the client has a suralink set up or not because this is not an option.

Excellent for privacy for your clients

Commenti: I would recommend using Suralink as a private document upload site for any company that wants to give their clients more sense of security.

Aspetti positivi:

I appreciate that this software gives your clients peace of mind and a very private way to provide information to your firm and give them reassurance that their employees information won't be leaked on the web. It also is a great way to customize your requests to your client to get exactly the documents that you need from them.

Aspetti negativi:

A few times the system has a glitch where I was not able to see my side of the Suralink and thus not able to download the documents that the client had uploaded.

Suralink Review

Commenti: Suralink has been an extremely effective tool for my team and me and has created a significant amount of efficiencies. I have had the best experience with the customer support feature as well, it easy to use and my issues are resolved within minutes most of the time.

Aspetti positivi:

How easy it is to use (for both my clients and my team), how organized it keeps document transfers between the client and my engagement team, the customer support feature, the ability to clone previous engagements' document request lists

Aspetti negativi:

I don't like not being able to move requests around within a section, once you add a request to a category it automatically goes to the bottom of that section and I can't drag it to another location within the section

Suralink is Almost Perfect

Commenti: I really helps customers understand what is required of them durring an assessment.

Aspetti positivi:

Task assignments, project organization, file transfer, evidence repository

Aspetti negativi:

Not an option for N/A (Not Applicable) for a Request State. You can select "fulfilled", "Returned", and "Accepted" but it would be very helpful to be able to see the N/A items. We created a template for our customers but not all items are applicable to all customers. I can only select "remember this computer for 30 days" on one system at a time for multi-factor authentication. I use my laptop on site and my desktop at home and I would like to be able to have both systems remembered.

Suralink

Aspetti positivi:

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.

Aspetti negativi:

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.

Suralink made our job easier

Commenti: As a secure method of attaching lots of evidence for a large number of requests, Suralink has proven easier for both our firm, and our clients to use, than other much more expensive solutions.

Aspetti positivi:

Being able to customize the excel template and upload a client-specific template each year. Also the search function is invaluable. We like that the reports can be made visible to a subset of the client users.

Aspetti negativi:

Resequencing the requests is problematic, the sort function needs work.

Great Product

Aspetti positivi:

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.

Aspetti negativi:

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

Great source for file sharing

Commenti: Our firm received positive feedback from the staff and clients when we implemented the change to Suralink. It has been a good switch for us. The customer service is also very responsive and helpful.

Aspetti positivi:

I like that this is an easy platform to share files between the client and the firm. The requests can be rolled forward to the next period easily. I also like that you can set up controls over who has access to the client information.

Aspetti negativi:

Sometimes switching between windows isn't the most logical, but it is easy to figure out.

It's a good product

Commenti: We are moving to paperless audits and tax work, which is a big deal for a public accounting firm.

Aspetti positivi:

Clients love it. If our clients are happy, then we are happy.

Aspetti negativi:

I wish there was an Administrator dashboard that showed me all of the uploads/activity since my last log on.