Suralink Erfahrungen

A massive time saver for CPAs and their clients

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

Vorteile:

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

Nachteile:

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.

Great product!

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

Vorteile:

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

Nachteile:

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.

Why not a mobile option?

Kommentare: Pretty good

Vorteile:

The daily email notifications recap are great.

Nachteile:

Mobile inaccessibility is a hinderance for field work.

Making everyone's life easier!

Kommentare: 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.

Vorteile:

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

Nachteile:

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

Kommentare: 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.

Vorteile:

Ease of use of the software for client and auditor.

Nachteile:

Inability to renumber or move items around

Great for Audits!

Kommentare: 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.

Vorteile:

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!

Nachteile:

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

Suralink

Vorteile:

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

Nachteile:

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

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

Vorteile:

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

Nachteile:

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

A stream-lined and intuitive file share software

Vorteile:

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.

Nachteile:

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.

Excellent Product

Kommentare: Overall my experience has been excellent. If push notifications would be implemented I would have zero complaints.

Vorteile:

I love the security that comes with using this product. It is very easy to communicate with clients via suralink and reassure them that their information would be handled carefully and securely.

Nachteile:

I don't like that there isn't an option for push notifications and I have to type a passcode in each time I login.

Suralink

Kommentare: My overall experience with Suralink was positive and I would recommend this product to others.

Vorteile:

Does what you expect it to do without the unwanted surprises. Overall I felt my experience using Suralink to be pleasant.

Nachteile:

This might be a bit picky, but the interface did not have the feel of a more contemporary mobile app. Again this is being picky because it proved to be effective.

One of the best Provided By Client documentation system

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Intuitive and Customizable

Kommentare: Because our product and process can be a bit complicated or hard to keep in order, Suralink is helpful to compartmentalize different aspects of the process. Marking requests as resolved or rejected is helpful to help our customers focus on the things that are most important.

Vorteile:

Suralink is easy to learn; I haven't had any customers who are new to the software need help from me on how to navigate or upload/download documents which is a huge win! Our product that we provide to customers is totally unique per client, so having a fully customizable interface is required. Suralink allows this to happen quickly and easily with the option of cloning specific requests or engagements, if applicable to make work more efficient.

Nachteile:

There are a few buys as far as display that could be improved: - Comments sometimes post or reload with huge bits of gibberish as part of the text and remain that way indefinitely as far as I can tell. The text will run off the window making the comment much less useful. - The functionality to mark the notifications as 'read' often doesn't update so it still has the unread icon even after confirming that things have been read multiple times.

Game Changer!

Vorteile:

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!

Nachteile:

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.

A Great and Versatile Tool for Auditors

Kommentare: An auditor's best friend, it would be hard to go back.

Vorteile:

Suralink is a great piece of software. If everyone commits to using it, it allows auditors to be much more efficient and effective on keeping track of PBC lists, and allow clients to see what is open. This holds everyone accountable, and allows for much less back and forth between auditors and their clients. I also appreciate the fact that it is customizable, and the PBC lists can be customized according to the wants and desires on both sides of the table. Honestly, it would be hard to go back to excel based PBC lists.

Nachteile:

The only real problem with Suralink is the hesitation with certain clients on using it. It can be intimidating to them, and so, clients will not always take to it's use. There are also some small areas that I would like to be able to further customize, but it's nothing I can't deal with.

Great, but could be amazing

Kommentare: I love it. It could be slightly better, but so can everything else. Every customer that I work with love that it is so much easier than what some of their other audit companies have used.

Vorteile:

The ability to organize and manage my audit engagements with each of my customers. It is fairly simple for every company that I have worked with to see what tasks were needed to be completed and what tasks were complete. The tracking feature at the top, the one that displays the percentages, is really useful for keeping the customer focused on completing tasks.

Nachteile:

The management side of things. It is difficult to change requirement number, reorganize requirements, format wording in requirement descriptions, and filter requirements based on assigned users. Each of these features would help me customize each project and manage my customers. The filtering of requirements based on assigned users comment came directly from a customer. They had different users with client accounts in Suralink and the customers project manager wanted to filter requirements based on which employee he was talking to. I realize that this would be helpful to me as well.

Suralink is great for auditors and clients

Kommentare: It's a great tool to set preliminary expectations with the client, and get them providing documentation early for an engagement. You can respond to support with questions and get back client responses.

Vorteile:

Suralink is a great way to share an active list of requests. Clients always have access to what items are outstanding to perform the audit, and it's also a centralized storage space for the entire audit team to access. It's simple to create and respond to requests.

Nachteile:

Only one engagement list can be open at a time, meaning you have to close out of one if you want to review another. Additionally, it's difficult to order your requests - when you create a new one, it automatically receives an assignment number, and it may not be numbered consistently with other, similar requests.

Suralink for Audit

Vorteile:

The software does a great job of keeping engagements organized. In addition, clients like to see the status of requests and their current progress. It makes auditing much easier due to the cloud, so work can be done from anywhere with an internet connection.

Nachteile:

One only con I can think of is that every time you log into the software, it will take you to a random client's page, and not the most recently visited. It can be annoying to have to click back into the current engagement. Another is that the software does not allow you to have multiple engagements open at once. Often, I have multiple active engagements, and Suralink will require you to close the currently open engagement if you would like to open another.

Suralink Review

Kommentare: 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.

Vorteile:

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

Nachteile:

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

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

Vorteile:

Task assignments, project organization, file transfer, evidence repository

Nachteile:

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

Vorteile:

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.

Nachteile:

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

Kommentare: 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.

Vorteile:

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.

Nachteile:

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

Great Product

Vorteile:

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.

Nachteile:

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

Great source for file sharing

Kommentare: 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.

Vorteile:

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.

Nachteile:

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

It's a good product

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

Vorteile:

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

Nachteile:

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