Suralink
Description de Suralink
Suralink est un leader de la gestion des listes de demandes PBC ; il aide les cabinets comptables à simplifier le processus de documentation des audits tout en améliorant l'expérience client. Cette Lire la suite application basée sur le cloud intègre une liste de demandes PBC dynamique et un flux de travail d'affectation avec une plateforme d'hébergement de fichiers sécurisée pour donner aux clients l'accès à un portail tout-en-un facile à utiliser. Cette technologie et l'expertise du secteur aident plus de 300 des plus grandes entreprises en Amérique du Nord et au Royaume-Uni à assurer un processus d'audit plus simple et plus sécurisé. Afficher moinsQui utilise Suralink ?
Suralink convient parfaitement aux cabinets comptables de toutes tailles qui souhaitent rationaliser les processus de gestion de listes de demandes PBC, de documents et de flux de travail.
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Suralink
Suralink - Alternatives
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Robert
One of the best Provided By Client documentation system
Christopher
A massive time saver for CPAs and their clients
Commentaires: It has provided a higher level of professionalism to our information request process while greatly reducing the administrative burden of tracking information requests.
Avantages:
Extremely user friendly, minimal training needed for staff or clients.
Inconvénients:
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.
Mike
Alternatives envisagées :
Suralink Enhances and Simplifies Audit Evidence Collection Process
Commentaires: Overall we've really enjoyed using Suralink and recommend it to all. Support is great too. Easily add licenses as needed.
Avantages:
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.
Inconvénients:
Suralink is still developing new functionality. Just released some new APIs that should help. Security only has 2 levels: Staff or Manager.
Réponse de l'équipe de Suralink
il y a 2 ans
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!
Mahmoud
Suralink review
Avantages:
It's easy to use and works great, and it's very easy to learn. It would also be nice if it integrated with iChannel
Inconvénients:
I use this software and since then I haven't found any disadvantages
Dominick
Suralink: Wiss/WEST Growth
Avantages:
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
Inconvénients:
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.
Michael
Alternatives envisagées :
Best PBC Request/File Share Site I Have Used
Commentaires: Exceptional. I've used a few different PBC request/file share sites and none of them have come close
Avantages:
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
Inconvénients:
No setup to send automatic status updates to clients throughout an engagement. Must remember to send them manually
