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 Leer más 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. Mostrar menos¿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?
Compara con una alternativa popular
Suralink
Alternativas a Suralink
Opinones de Suralink
Robert
One of the best Provided By Client documentation system
Christopher
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.
Contras:
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
Alternativas consideradas:
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.
Contras:
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 2 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!
Mahmoud
Suralink review
Puntos a favor:
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
Contras:
I use this software and since then I haven't found any disadvantages
Dominick
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
Contras:
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
Alternativas consideradas:
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
Contras:
No setup to send automatic status updates to clients throughout an engagement. Must remember to send them manually
