Suralink Reviews

Suralink Enhances and Simplifies Audit Evidence Collection Process

Comments: Overall we've really enjoyed using Suralink and recommend it to all. Support is great too. Easily add licenses as needed.

Pros:

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.

Cons:

Suralink is still developing new functionality. Just released some new APIs that should help. Security only has 2 levels: Staff or Manager.

Alternatives Considered: Dropbox Business, Box and Smartsheet

Reasons for Switching to Suralink: Suralink was the best solution for managing an audit engagement's evidence collection process. It's specifically designed for this.

Seamless Collaboration with Suralink

Comments: Overall, I am very pleased with my experience using Suralink. The user-friendly interface combined with the powerful collaboration tools make it the perfect choice for teams that need to get work done quickly and without any hassle.

Pros:

I recently switched over to Suralink for all my online collaboration needs and I have been very pleased with the service so far. The interface is incredibly intuitive and the features make it easy to work with my team. The real-time comments and editing features are especially helpful and make it a breeze to get everyone on the same page quickly.

Cons:

The only downside I have experienced with Suralink is the occasional bugs. I have had a few documents take longer than normal to load or had some formatting issues when sharing a document with multiple users. However, these issues have been few and far between and have been quickly resolved with the help of the customer support team.

Suralink: Wiss/WEST Growth

Pros:

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

Cons:

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.

Best PBC Request/File Share Site I Have Used

Comments: Exceptional. I've used a few different PBC request/file share sites and none of them have come close

Pros:

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

Cons:

No setup to send automatic status updates to clients throughout an engagement. Must remember to send them manually

Alternatives Considered: Microsoft SharePoint

Reasons for Choosing Suralink: Suralink had everything we were looking for. Internal softwares were clunky and no one knew how to use them

Switched From: Microsoft SharePoint

Reasons for Switching to Suralink: Much more suitable for an audit engagement, easier to use

Efficiency and Clarity

Comments: I am all in on this app. My clients are appreciating it too.
Efficiency on our side and theirs is up.

Pros:

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.

Cons:

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.

Completely streamlined audit process

Pros:

Our organization is extremely complex due to the fact that we have a large number of Legal Entities. The ability to create Audit PBC templates and simply copy those across all our entities in mass has reduced the administrative burden to near-zero time spent by our IT team. The administration is simple enough that our External Auditors own 95% of the process. Prior to adopting Suralink, this process was maintained on SharePoint and was an extremely burdensome process for our organization.

Cons:

It would be nice to create dynamic PBCs based on a questionnaire. Often times the nature of our legal entities will create additional PBC items. This is ruled base and could be automated, but is manageable to manually track.

Great product!

Comments: We use Suralink daily to send and track audit document requests from clients and it works seamlessly and quickly.

Pros:

This product is easy to use, timely, and helps immensely in tracking information and client requests.

Cons:

Often the notification summary in the website gets too overwhelming due to all the info it tracks--a different way to present the summary would be very helpful.

Alternatives Considered: Microsoft Excel

Reasons for Switching to Suralink: Firm chose for us but it has been very beneficial.

Making everyone's life easier!

Comments: It has helped us have greater oversight of audit queries and requests for information and how the client has fulfilled these requests. Organisation and efficiency has greatly improved.

Pros:

The ease of use, the user-friendly interface which provides just the right amount of information for both us and the client.

Cons:

If someone else set's up the client then it doesn't seem to appear on my dashboard when i'm invited to it.

Excellent Tool

Comments: Suralink offers structure and a visual representation of the project progress for internal and external users. It allows us to track at any level of granularity depending on the project and the client.

Pros:

Suralink offers the flexibility needed for any size company to properly customize the product to reflect core processes. The visual representation of the project progress is very appealing to me and my customers.

Cons:

Depending on how structured the existing process is, it can be a little time consuming to setup the initial templates. But once the templates are configured, it is very quick to spin up a new project.

Great for Audits!

Comments: Sometimes the clients are slow in adapting, and still try to email documents. I continually nudge them to use Suralink, and it's working well.

Pros:

It allows both the clients and the audit team to track the status of the engagement. You can make comments, upload files, and watch as your audit goes from 100% outstanding to 100% complete!

Cons:

That I cannot delete comments on the engagement once the area is fulfilled.

Suralink

Comments: I like the software. It does what it is designed to do and I have not experience any functionality issues. It's great for audit.

Pros:

Suralink is a great way for clients to see an organized needs list of items needed for an audit. It tracks if items have been loaded. It allows you to mark items complete so that know what is open and what is closed. Finally it gives a timeline and history of activity. It is a huge improvement over trying to sort through emails to determine if something was received and what items on the needs list were still outstanding.

Cons:

There is a learning curve with some client. Some, more traditional clients, still prefer to just use email and then you are using two different organization systems and it reduced the effectiveness of Suralink. That's not the problem of the software but rather people's unwillingness to change. The software Sometime I like to load to use the software to view files rather than move them to a folder and tracks every time you open it. It should track the first time it is opened, and then stop. the other history is not of much value.

Great, but could be amazing

Comments: I love it. It could be slightly better, but so can everything else. Every customer that I work with love that it is so much easier than what some of their other audit companies have used.

Pros:

The ability to organize and manage my audit engagements with each of my customers. It is fairly simple for every company that I have worked with to see what tasks were needed to be completed and what tasks were complete. The tracking feature at the top, the one that displays the percentages, is really useful for keeping the customer focused on completing tasks.

Cons:

The management side of things. It is difficult to change requirement number, reorganize requirements, format wording in requirement descriptions, and filter requirements based on assigned users. Each of these features would help me customize each project and manage my customers. The filtering of requirements based on assigned users comment came directly from a customer. They had different users with client accounts in Suralink and the customers project manager wanted to filter requirements based on which employee he was talking to. I realize that this would be helpful to me as well.

Suralink Review

Comments: We are solving the problem of clients taking a long time to upload documents. Having Suralink notify clients that we are uploading documents or changing requests reminds them that we are doing an engagement and they need to provide us with the information to complete it.

Pros:

I like that you can roll forward engagements that have been completed in previous years. I also like that we can keep all our documents in one place, and it tells us when clients have downloaded or uploaded documents to the site. It makes it easier to keep track of our engagements.

Cons:

it is difficult to navigate and hard to find resources to know how to solve something. For instance, we need to be invited to an engagement before we can see any or upload any documents that we need for an audit. I would like to be able to search for client and request to be part of the engagement team. It is hard to know if the client has a suralink set up or not because this is not an option.

Excellent for privacy for your clients

Comments: I would recommend using Suralink as a private document upload site for any company that wants to give their clients more sense of security.

Pros:

I appreciate that this software gives your clients peace of mind and a very private way to provide information to your firm and give them reassurance that their employees information won't be leaked on the web. It also is a great way to customize your requests to your client to get exactly the documents that you need from them.

Cons:

A few times the system has a glitch where I was not able to see my side of the Suralink and thus not able to download the documents that the client had uploaded.

Suralink Review

Comments: Suralink has been an extremely effective tool for my team and me and has created a significant amount of efficiencies. I have had the best experience with the customer support feature as well, it easy to use and my issues are resolved within minutes most of the time.

Pros:

How easy it is to use (for both my clients and my team), how organized it keeps document transfers between the client and my engagement team, the customer support feature, the ability to clone previous engagements' document request lists

Cons:

I don't like not being able to move requests around within a section, once you add a request to a category it automatically goes to the bottom of that section and I can't drag it to another location within the section

Suralink is a Game Changer!

Comments: We receive documents faster, we eliminate long email chains, and we have a clean request list experience. All of our clients who use this have given us our request items fast than ever before and I attribute that to our ability to keep track of documents and provide status updates.

Pros:

Suralink has completely changed the way we receive audit documentation! Our clients love the ease of use and how they can drag and drop documents and leave comments. Our team loves that we can easily send status updates that are kind and still informative and reply to comments while eliminating long email chains. I will never go back to an excel list!

Cons:

I don't really enjoy having to format in a certain way, but I understand the need. And our clients would like to be able to add their own users instead of us having to do that every time.

Great Product. I'd Recommend It to Anyone

Pros:

It is really easy to use for both me and my clients to use. No more losing files or wondering if files got lost in email. It's all there for both of us to see. It is easy to set up and modify your request list and categories. And when I forget how to use a feature, the customer service chat can help me resolve it very quickly.

Cons:

It is hard to think of anything. Sometimes I can't remember how to do something and I can't figure it out just by looking at my dashboard. But customer service is quick to respond to my questions and remind me how to use certain features so any problems are resolved immediately.

Suralink made our job easier

Comments: As a secure method of attaching lots of evidence for a large number of requests, Suralink has proven easier for both our firm, and our clients to use, than other much more expensive solutions.

Pros:

Being able to customize the excel template and upload a client-specific template each year. Also the search function is invaluable. We like that the reports can be made visible to a subset of the client users.

Cons:

Resequencing the requests is problematic, the sort function needs work.

Great addition!!

Comments: The biggest benefit of using Suralink is how much the clients love using it. We have had great feedback from our clients on how easy it is for them to use. I have noticed how much faster client's get us the requested information compared to the time before we has Suralink. It has allowed all team members involved in the engagements to have access to all documents.

Pros:

I like the ease of use. It is very user friendly and intuitive. The software makes it very easy to share documents with clients. I love that you can categorize the documents, so they are easy to find and the due date and assigning features are great. So everyone is on the same page knowing when something is needed and by whom it needs to be supplied.

Cons:

There isn't any feature that I have come across that I do not like yet.

Unrivalled convenience

Comments: Suralink has made requesting and receiving of large data files, easy, organized, user friendly and convenient with the ability to restrict access only to specific people in the same request setup. It has made a real difference to all in the public accounting industry.

Pros:

The ability to transfer and receive files too large for email, combined with the ability to limit access to specific persons. It is also super convenient that clients can drag requested files specifically to each request.

Cons:

There is very little to dislike. Since we started using it, PBC requests have been a total game changer compared to prior products.

Functional & Fun!

Comments: Suralink is a great solution for safely and securely sharing files between associates and across networks. It is overall very convenient and user-friendly.

Pros:

I appreciate how easy it is to import lists and drag and drop items into categories. I also appreciate the fun quirks like jokes and messages when signing out!

Cons:

Some clients seem to have an issue with figuring out how to use Suralink. Perhaps there could be a better training or demo when users sign up, are invited to use, or log back in to use the software after a longer period of time (ex. 6 months).

Suralink is great

Comments: Suralink is great. It keeps all of our document in one place that allows multiple levels of our audit team to access. The request feature is easy to implement (both the excel upload and doing it from scratch) and can be easily changed (requests made during the audit). This is much better than other mediums that I have used, including GoogleDocs, ShareFile, and Dropbox.

Pros:

This is a software that our client likes, and its user-friendly interface makes it easy for us to convince them to use it.

Cons:

The accepting/rejecting feature. "Rejecting" seems harsh but this is such a little thing.

Suralink Review

Pros:

User friendly, very transparent, protection via encryption (safer than email)

Cons:

Reject button is a bit aggressive for clients, consider alternative for when documents uploaded are not correct and have to be returned, not being able to open multiple suralink files at once (to compare request listings.. only way I currently know to deal with this is exporting a suralink file to PDF/excel then comparing with another request listing.

Easy to use for both the employee and client

Comments: I have been using suralink for almost the last 2 years now. It was the product we had when I started. I have just been brought into the suralink behind the scenes a few months ago and our rep [SENSITIVE CONTENT HIDDEN] has been awesome.

Pros:

I like the fact that you can have multiple clients assigned to the account. If there is more then 1 person providing documentation. I also like the fact you can assign the same contact to multiple clients.

Cons:

Some clients have difficulties when first registering for their account. (i think mostly user error) Is there a cheat sheet out there for clients that have multiple accounts?

Very user friendly and intuitive

Pros:

I like that this software is very intuitive. You are naturally able to figure out how to do many things, even if you are doing them for the first time. I like the "Help on this page" feature so you could easily research quick questions.

Cons:

I don't like that in order to solve any problem we may have, small or big, it has to go through a support case. The support case usually take multiple days to resolve just because of the time lag between each response. I wish there was a direct customer service number we could call with questions.