Wat is Suralink?
Suralink is toonaangevend in het beheer van PBC-aanvraaglijsten (Provided by Client) en helpt accountantskantoren het auditdocumentatieproces te vereenvoudigen en de klantervaring te verbeteren. Deze cloudgebaseerde toepassing integreert een dynamische PBC-aanvraaglijst en toewijzingsworkflow met een veilig platform voor bestandshosting om klanten toegang te geven tot een gebruiksvriendelijke, alles-in-één portal. De technologie en expertise in de sector helpen meer dan 300 van de toonaangevende bedrijven in Noord-Amerika en het VK om een eenvoudiger, veiliger auditproces te garanderen.
Wie gebruikt Suralink?
Suralink is uiterst geschikt voor accountantskantoren van elke omvang die het beheer van PBC-aanvraaglijsten en document- en workflowbeheerprocessen willen stroomlijnen.
Waar kan Suralink worden geïmplementeerd?
Cloud, SaaS, Web
Over de leverancier
- Suralink
- Gevestigd in Salt Lake City, VS
- Opgericht in 2014
- Telefonische ondersteuning
- Chatten
Beschikbaar in deze landen
Canada, Verenigd Koninkrijk, Verenigde Staten
Talen
Engels
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Over de leverancier
- Suralink
- Gevestigd in Salt Lake City, VS
- Opgericht in 2014
- Telefonische ondersteuning
- Chatten
Beschikbaar in deze landen
Canada, Verenigd Koninkrijk, Verenigde Staten
Talen
Engels
Video's en afbeeldingen van Suralink
Vergelijk de kosten van Suralink met soortgelijke producten
Functies van Suralink
Alternatieven voor Suralink
Reviews over Suralink
Christopher H.
A massive time saver for CPAs and their clients
Opmerkingen: It has provided a higher level of professionalism to our information request process while greatly reducing the administrative burden of tracking information requests.
Pluspunten:
Extremely user friendly, minimal training needed for staff or clients.
Minpunten:
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 S.
Overwogen alternatieven:
Suralink Enhances and Simplifies Audit Evidence Collection Process
Opmerkingen: Overall we've really enjoyed using Suralink and recommend it to all. Support is great too. Easily add licenses as needed.
Pluspunten:
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.
Minpunten:
Suralink is still developing new functionality. Just released some new APIs that should help. Security only has 2 levels: Staff or Manager.
Reactie Suralink
2 jaar geleden
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!
Jill M.
Tech support unresponsive and unhelpful
Opmerkingen: User level, three years in, never had a problem until last week. Don't bother reaching out to their tech support people unless you enjoy screaming into the abyss.
Pluspunten:
I'm a user. When Suralink works, it works fine. The UI could be a little more user-friendly but that's not fatal.
Minpunten:
When the software starts throwing errors (and they all do, eventually) and you reach out to tech support, you're on your own. I spent TWO HOURS trying to clarify THEIR problem for the folks in the online chat, then I got the standard "We're so sorry. We're working on your problem and we'll notify you VERY SOON about our progress" email and that's the last I've heard. I'm very disappointed in the level of customer care these folks are showing.
Michael Y.
Overwogen alternatieven:
Best PBC Request/File Share Site I Have Used
Opmerkingen: Exceptional. I've used a few different PBC request/file share sites and none of them have come close
Pluspunten:
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
Minpunten:
No setup to send automatic status updates to clients throughout an engagement. Must remember to send them manually
Bryce R.
Efficiency and Clarity
Opmerkingen:
I am all in on this app. My clients are appreciating it too.
Efficiency on our side and theirs is up.
Pluspunten:
I really like the ability to go in, as an audit manager, and get an idea of the status of the audit is. I can see how responsive the client is. I can see how responsive staff is being. This allows me to focus on my attention on the clients that are being responsive. This is very important during busy season. I am constantly in Suralink during busy season, even if staff is doing the interacting with the client. I am also quickly finding the power of the status reports that are sent out to the client and I am beginning to only send communication to the client through the status report function rather than email from Outlook.
Minpunten:
The process of switching from one engagement to another takes one or two steps more than I would like. Maybe having a tool/navigation bar on the side could help.
