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.
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Recensioni su Suralink
One of the best Provided By Client documentation system
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.
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.
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
2 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!
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.
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 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!
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.
Best PBC Request/File Share Site I Have Used
Commenti: Exceptional. I've used a few different PBC request/file share sites and none of them have come close
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
No setup to send automatic status updates to clients throughout an engagement. Must remember to send them manually
One of the best Provided By Client documentation system
Commenti: The benefit is that Suralink provides the absolute best environment for users of any technical level to be able to use. As a PBC system, it works well to keep both the client and the users informed when new material is needed or has been uploaded.
Suralink provides a very quick and easy to understand documentation provision system. You setup your users, and can assign clients to those users, along with the applicable information needed for contact points at the client. Not only does the user see what is still needed for the work to be performed, but the client is able to understand completely what is still needed. Reports are made available via email to the client so they can visually see how much data is required. As a provided by client system, it is one of the best.
There needs to be one more level of security to allow users to just be users without having to assign all as manager level, so that client assignments can be more restrictive. Depending on use, you may have to assign users as managers instead of just staff so they can see multiple clients at a time.