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Suralink
¿Qué es Suralink?
Suralink es una importante aplicación para la administración de listas de solicitudes PBC (proporcionadas por el cliente, por sus siglas en inglés). Esto ayuda a los estudios contables a simplificar el proceso de documentación de auditorías y, a la vez, mejorar la experiencia del cliente. Esta aplicación basada en la nube integra una lista dinámica de solicitudes PBC y flujo de trabajo de asignaciones con una plataforma de alojamiento de archivos segura con el fin de brindar a los clientes acceso a un portal todo en uno y fácil de usar. Esta tecnología y la experiencia en el sector ayudan a más de 300 de las principales empresas de América del Norte y el Reino Unido a garantizar un proceso de auditoría más simple y seguro.
¿Quién usa Suralink?
Suralink es una buena opción para estudios contables de todos los tamaños que desean optimizar la lista de solicitudes PBC y los procesos de administración de documentos y flujos de trabajo.
¿Tienes dudas sobre Suralink?
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Suralink
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Opiniones de Suralink
One of the best Provided By Client documentation system
A massive time saver for CPAs and their clients
Comentarios: It has provided a higher level of professionalism to our information request process while greatly reducing the administrative burden of tracking information requests.
Puntos a favor:
Extremely user friendly, minimal training needed for staff or clients.
Puntos en contra:
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.
Alternativas consideradas previamente:
Suralink Enhances and Simplifies Audit Evidence Collection Process
Comentarios: Overall we've really enjoyed using Suralink and recommend it to all. Support is great too. Easily add licenses as needed.
Puntos a favor:
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.
Puntos en contra:
Suralink is still developing new functionality. Just released some new APIs that should help. Security only has 2 levels: Staff or Manager.
Respuesta de Suralink
hace 3 años
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!
Suralink: Wiss/WEST Growth
Puntos a favor:
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
Puntos en contra:
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.
Seamless Collaboration with Suralink
Comentarios: 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.
Puntos a favor:
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.
Puntos en contra:
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.
Alternativas consideradas previamente:
Best PBC Request/File Share Site I Have Used
Comentarios: Exceptional. I've used a few different PBC request/file share sites and none of them have come close
Puntos a favor:
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
Puntos en contra:
No setup to send automatic status updates to clients throughout an engagement. Must remember to send them manually
