Suralink

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.

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.

Pluspunten: 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!

Minpunten: 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.

Opmerkingen: Pretty good

Pluspunten: The daily email notifications recap are great.

Minpunten: Mobile inaccessibility is a hinderance for field work.

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