Suralink
Cos'è Suralink?
Suralink è uno dei principali prodotti per la gestione degli elenchi di richieste fornite del cliente (Provided By Client, PBC), che aiuta le aziende di contabilità a semplificare il processo di documentazione delle ispezioni migliorando al contempo l'esperienza dei clienti. Questa applicazione basata sul cloud integra un flusso di lavoro dinamico per gli elenchi di richieste PBC e le assegnazioni con una piattaforma di file hosting sicura, per fornire ai clienti accesso a un portale multifunzione facile da usare. La tecnologia e la competenza nel settore dell'azienda produttrice consentono a oltre 300 delle principali aziende del Nord America e del Regno Unito di garantire un processo di ispezione più semplice e sicuro.
Chi utilizza Suralink?
Suralink è perfetto per le aziende di contabilità di tutte le dimensioni che desiderano semplificare i processi di gestione degli elenchi di richieste PBC, dei documenti e dei flussi di lavoro.
Hai dubbi su Suralink?
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Suralink
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Recensioni su Suralink
Robert
One of the best Provided By Client documentation system
Christopher
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.
Mike
Alternative considerate:
Suralink Enhances and Simplifies Audit Evidence Collection Process
Commenti: Overall we've really enjoyed using Suralink and recommend it to all. Support is great too. Easily add licenses as needed.
Aspetti positivi:
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.
Aspetti negativi:
Suralink is still developing new functionality. Just released some new APIs that should help. Security only has 2 levels: Staff or Manager.
Risposta di Suralink
3 anni fa
Thanks for such a great review, Mike! We're glad you're finding value from Suralink. We're also happy to discuss new feature requests anytime. If there's ever anything we can do, please don't hesitate to reach out!
Jennifer
Suralink Review
Commenti: Our overall experience with Suralink has been positive.
Aspetti positivi:
What I like most about Suralink is that it keeps us very organized during audit. Each year, we can see the previous items requested/sent.
Aspetti negativi:
What I like least about Suralink is when you are trying to load multiple items or one very large item, the software will timeout and not let you know it did not update.
Dominick
Suralink: Wiss/WEST Growth
Aspetti positivi:
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
Aspetti negativi:
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.
Christian
Seamless Collaboration with Suralink
Commenti: 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.
Aspetti positivi:
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.
Aspetti negativi:
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.
