Suralink

Wie gebruikt Suralink?

Suralink is a perfect fit for accounting firms of all sizes who want to streamline the PBC request list and document and workflow management processes.

Wat is Suralink?

Suralink is the leader in PBC request list management, helping accounting firms simplify the audit documentation process while improving the client experience. Our cloud-based application integrates a dynamic PBC request list and assignment workflow with a secure file hosting platform to give clients access to an easy-to-use, all-in-one portal. Our technology and industry expertise help more than 300 of the leading firms in North America and the UK ensure a simpler, more secure audit process.

Suralink - Details

Suralink

https://www.suralink.com/

Opgericht in 2014

Suralink - Prijsoverzicht

Suralink heeft geen gratis versie en biedt geen gratis proefperiode. Suralink betaalde versie vanaf US$ 27,00/maand.

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Beginprijs

US$ 27,00/maand

Prijsinformatie

Contact Suralink for pricing details.

Gratis versie

Nee

Gratis proef

Nee

Implementatie

Cloud, SaaS, Web

Training

Persoonlijk

Live online

Documentatie

Ondersteuning

Kantooruren

Online

Functies van Suralink

  • Belastingaangifte
  • Belastingformulieren
  • Bijhouden van vervaldatums
  • Controle van goedkeuringsbeheer
  • Documentbeheer
  • Factureren
  • Klantenbeheer
  • Klantenportal
  • Scenarioplanning
  • Workflowbeheer

Bekijk de volledige lijst van Aangifte software

  • Assets volgen
  • Auditplanning
  • Beheer van problemen
  • Compliancebeheer
  • Dashboard
  • Formulierbeheer
  • Mobiele toegang
  • Risicobeoordeling
  • Taakbeheer
  • Waarschuwingen/Meldingen
  • Workflowbeheer

Bekijk de volledige lijst van Audit software

  • Accountancybedrijven
  • Beheer van vaste activa
  • Belastingbeheer
  • Debiteuren
  • Factureren
  • Fondsadministratie
  • Inkooporders
  • Nonprofits
  • Onkosten bijhouden
  • Overheidsinstellingen
  • Payrollbeheer
  • Projectadministratie
  • Toetsing van bankgegevens

Bekijk de volledige lijst van Boekhoudprogramma's

  • Bestandsherstel
  • Bestandstypen converteren
  • Compliance bijhouden
  • Documenten archiveren
  • Documenten bewaren
  • Documenten indexeren
  • Documenten samenstellen
  • Elektronische handtekening
  • Offline toegang
  • Optische lezers (OCR)
  • Samenwerkingstools
  • Versiebheer

Bekijk de volledige lijst van DMS-systemen

Suralink alternatieven

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Reviews van Suralink

Read all reviews

Overall rating

4,7/5

Average score

Gebruiksgemak 4,6
Klantenservice 4,6
Functies 4,5
Waar voor je geld 4,7

Review software

Share your experiences with other software buyers.

Schrijf een review!
Mike S.
Partner
Administratie, 51-200 werknemers
Heeft de software gebruikt voor: 2+ jaar
  • Totaalscore
    5 /5
  • Gebruiksgemak
    5 /5
  • Functies en functionaliteit
    4 /5
  • Klantenondersteuning
    5 /5
  • Waar voor je geld
    5 /5
  • Waarschijnlijkheid van aanbeveling
    10/10
  • Bron van de reviewer 
  • Beoordeeld op 9-10-2020

"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.

Antwoord van de leverancier

van Suralink op 14-10-2020

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!

  • Bron van de reviewer 
  • Beoordeeld op 9-10-2020
Michael Y.
Senior Accountant
Administratie, 51-200 werknemers
Heeft de software gebruikt voor: 6-12 maanden
  • Totaalscore
    5 /5
  • Gebruiksgemak
    5 /5
  • Functies en functionaliteit
    5 /5
  • Klantenondersteuning
    5 /5
  • Waar voor je geld
    5 /5
  • Waarschijnlijkheid van aanbeveling
    10/10
  • Bron van de reviewer 
  • Beoordeeld op 8-2-2020

"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

  • Bron van de reviewer 
  • Beoordeeld op 8-2-2020
Dominick T.
Senior Account Manager
Administratie, 201-500 werknemers
Heeft de software gebruikt voor: 1+ jaar
  • Totaalscore
    3 /5
  • Gebruiksgemak
    1 /5
  • Functies en functionaliteit
    2 /5
  • Klantenondersteuning
    Zonder beoordeling
  • Waar voor je geld
    Zonder beoordeling
  • Waarschijnlijkheid van aanbeveling
    5/10
  • Bron van de reviewer 
  • Beoordeeld op 26-2-2020

"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.

  • Bron van de reviewer 
  • Beoordeeld op 26-2-2020
Ashley B.
Manager
Administratie, 51-200 werknemers
Heeft de software gebruikt voor: 2+ jaar
  • Totaalscore
    5 /5
  • Gebruiksgemak
    5 /5
  • Functies en functionaliteit
    5 /5
  • Klantenondersteuning
    5 /5
  • Waar voor je geld
    5 /5
  • Waarschijnlijkheid van aanbeveling
    10/10
  • Bron van de reviewer 
  • Beoordeeld op 14-10-2020

"Suralink is a must have for an auditor"

Opmerkingen: I would recommend this to anyone! I will continue to promote this product.

Pluspunten: I love how easy it is to correspond with the client and reject/accept workpapers. I have heard only good things from the client regarding this.

Minpunten: I wish the client was able to add the users they would like to add - not a big deal and can easily be added from the accountant side.

  • Bron van de reviewer 
  • Beoordeeld op 14-10-2020
Bryce R.
Audit Manager
Administratie, 2-10 werknemers
Heeft de software gebruikt voor: 6-12 maanden
  • Totaalscore
    4 /5
  • Gebruiksgemak
    5 /5
  • Functies en functionaliteit
    4 /5
  • Klantenondersteuning
    5 /5
  • Waar voor je geld
    5 /5
  • Waarschijnlijkheid van aanbeveling
    10/10
  • Bron van de reviewer 
  • Beoordeeld op 7-2-2020

"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.

  • Bron van de reviewer 
  • Beoordeeld op 7-2-2020