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

Aangifte software
Belastingaangifte
Belastingformulieren
Bijhouden van vervaldatums
Controle van goedkeuringsbeheer
Documentbeheer
Factureren
Klantenbeheer
Klantenportal
Scenarioplanning
Workflowbeheer
Assets volgen
Auditplanning
Beheer van problemen
Compliancebeheer
Dashboard
Formulierbeheer
Mobiele toegang
Risicobeoordeling
Taakbeheer
Waarschuwingen/Meldingen
Workflowbeheer
Accountancybedrijven
Beheer van vaste activa
Belastingbeheer
Debiteuren
Factureren
Fondsadministratie
Inkooporders
Nonprofits
Onkosten bijhouden
Overheidsinstellingen
Payrollbeheer
Projectadministratie
Toetsing van bankgegevens
Bestandsherstel
Bestandstypen converteren
Compliance bijhouden
Documenten archiveren
Documenten bewaren
Documenten indexeren
Documenten samenstellen
Elektronische handtekening
Offline toegang
Optische lezers (OCR)
Samenwerkingstools
Versiebheer

Reviews van Suralink

5 van 384 reviews worden weergegeven

In totaal
4,7/5
Gebruiksgemak
4,6/5
Klantenservice
4,6/5
Functies
4,5/5
Waar voor je geld
4,7/5
Christopher H.
Partner
Administratie, 13-50 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
    9/10
  • Bron van de reviewer 
  • Beoordeeld op 7-2-2020

"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.

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

"Best Tool Available for Managing Audit-related Requests"

Opmerkingen: Mostly covered in the pros, but this has been a vast improvement over what we were doing previously and it's very easy to implement and administer.

Pluspunten: This tool is built for auditors to manage our audit requests. It's a great alternative to the traditional spreadsheet and far superior from just a file sharing solution like ShareFile or Dropbox/Box. And it's much better for this specific purpose than Smartsheet. We've received positive feedback from many customers, and they typically say it's better than what the Big 4 or regional firms are offering. We even have several clients who have started using it internally within their internal audit departments. Customer service is very responsive, which is an added benefit.

Minpunten: There's not much to complain about, but we do wish it integrated with our Engagement software. And some alternative dashboard views for partners or managers who oversee lots of engagements would be appreciated.

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