Suralink
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 Meer informatie 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. Minder informatieWie gebruikt Suralink?
Suralink is uiterst geschikt voor accountantskantoren van elke omvang die het beheer van PBC-aanvraaglijsten en document- en workflowbeheerprocessen willen stroomlijnen.
Twijfel je over Suralink? Vergelijk met een populair alternatief
Suralink
Alternatieven voor Suralink
Reviews over Suralink
Robert
One of the best Provided By Client documentation system
Christopher
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
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!
Mahmoud
Suralink review
Pluspunten:
It's easy to use and works great, and it's very easy to learn. It would also be nice if it integrated with iChannel
Minpunten:
I use this software and since then I haven't found any disadvantages
Dominick
Suralink: Wiss/WEST Growth
Pluspunten:
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
Minpunten:
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.
Jill
Useful but not perfect
Opmerkingen: We use Suralink to track our submissions for an annual SOC 2 test/audit. Overall, it's pretty helpful; the UI needs a LOT of work, though, to be much more user-friendly.
Pluspunten:
I like the running "bar" across the top of the UI that tells me where things stand.
Minpunten:
The UI is INEFFICIENT and hard to reset.
