Suralink Reviews

Suralink provides a very quick and easy to understand documentation provision system. You setup your users, and can assign clients to those users, along with the applicable information needed for contact points at the client. Not only does the user see what is still needed for the work to be performed, but the client is able to understand completely what is still needed. Reports are made available via email to the client so they can visually see how much data is required. As a provided by client system, it is one of the best.

There needs to be one more level of security to allow users to just be users without having to assign all as manager level, so that client assignments can be more restrictive. Depending on use, you may have to assign users as managers instead of just staff so they can see multiple clients at a time.

The software is fairly easy to use. I really like the drag and drop option.

I don't really like that we are required to add "request list". I would like the ability it add folders where clients can upload information without it being called a "request list". This confuses some clients.

Everything works well, sometimes need more time to load.

Sometimes I couldn't download the firm upload files

The software overall has been useful for organization purposes and tracking requests better. We like that we are able to import and export our client assistance request list which makes it extremely portable and easy to revise, tailor into outstanding items lists, etc. Being able to link files to requests has been helpful because the client does not always name files that are intuitive.

1) Better onboarding for clients specifically in regards to their notifications. We often have to email our clients for them to know that information has been added/changed, etc. within Suralink. Their set-up does not seem to be intuitive.
2) Possible additional use of colors to quickly identify changes or new items to requests, particularly if those requests had been previously marked accepted. (Sometimes our clients inadvertently upload additional information to completed requests.)
3) In relation to #2, the timeline is useful but sometimes overwhelming, particularly on bigger jobs. It would be helpful if we could clear the timeline of processed items to only see new notifications. We realize you can mark them as processed, etc.; however, they still show up and that can be confusing.

This software is very customizable and can easily be adapted for any use.

There have been some features that have not functioned as well as they should. Or rather functions that have not functioned in a way that fits the feature model we use at our company, so I can't say that such features were not as intended by Suralink development. What has come of these instances is that I have passed along things like this to customer support and they have addressed the request in a very responsive manner.

Suralink is very easy to navigate even for a first time user. I have never had a client who had a negative experience with Suralink. Every client we have introduced to Suralink enjoys it or loves it. Dragging documents and creating requests are super intuitive. Just drag and drop. It leaves time stamps and allows for comment threads that are super helpful from year to year.

What I like least... If there was a way to scroll over a document and see a preview that would be the only thing I can think of.

My favorite thing about Suralink is that the client and everyone on the engagement team can see exactly what has been provided so far in real time. This significantly cuts down on the thing that clients hate the most, which is when auditors ask for a schedule that they have already provided.

This is not really the software's fault, but new clients are hesitant to change what they've always done with audits. They are scared of change and don't want to spend the time to learn the software, so there is usually some "pushing" that needs to be done to convince a new client to use Suralink.

I love the organization that is brings for all of our files and comments. I also like the instant ability to see comments and items uploaded by a client. It has made so many of my jobs easy and made it much easier to find client files. It is very user friendly which makes it easy when I am training my clients on how to use the software. I like that I can restrict access to certain requests from employees of my clients as well as my clients feel more secure about using the site.

It would be nice if I could assign an entire category or subcategory to people without having to assign the individual requests.

Suralink is a great piece of software. If everyone commits to using it, it allows auditors to be much more efficient and effective on keeping track of PBC lists, and allow clients to see what is open. This holds everyone accountable, and allows for much less back and forth between auditors and their clients. I also appreciate the fact that it is customizable, and the PBC lists can be customized according to the wants and desires on both sides of the table. Honestly, it would be hard to go back to excel based PBC lists.

The only real problem with Suralink is the hesitation with certain clients on using it. It can be intimidating to them, and so, clients will not always take to it's use. There are also some small areas that I would like to be able to further customize, but it's nothing I can't deal with.

I like the running "bar" across the top of the UI that tells me where things stand.

The UI is INEFFICIENT and hard to reset.

One of the best things about suralink, is it is easy to create a list of items you need, and everyone on your team and on the client side can have access to it. Everyone can see the files uploaded, and you can easily track what you still need, and what has been provided. It's a great way for clients to see their progress, and be able to provide documents electronically. It keeps documents organized, and our clients love it. It's much easier to use then having documents sent via email, and trying to keep track of everything via email.

There are bugs in the software here and there, but for the most part, I've rarely run into issues. Every once a while the service will be down, but it usually is up and running again in about 10 minutes. To be honest, there really isn't anything I don't like about suralink. It is a must have for CPA firms.

Very easy setup and use
User friendly
Reduced administrative coordination time on projects
Real-time look at job progress
Live support
Timely communication

Notifications can be cumbersome
Would like ability to resend link to published documents to clients - like a remind link so they are invited to view again (as opposed to having to re-publish)

The fact that it is user friendly. The drag and drop function is great. It is very easy to communicate with the client. I like the layout of the requests, and the ability to expand/collapse as necessary

I wish you didnt have to extract documents after you download more than one. However I do like that you can drag documents into your folder to save them and avoid extracting, its just time consuming either way if there are many requests

The software does a great job of keeping engagements organized. In addition, clients like to see the status of requests and their current progress. It makes auditing much easier due to the cloud, so work can be done from anywhere with an internet connection.

One only con I can think of is that every time you log into the software, it will take you to a random client's page, and not the most recently visited. It can be annoying to have to click back into the current engagement. Another is that the software does not allow you to have multiple engagements open at once. Often, I have multiple active engagements, and Suralink will require you to close the currently open engagement if you would like to open another.

It's easy to find the document and download it. there are different section. and the status is marked with different color which is really helpful.

Sometimes we have follow up questions that need pic to explain, we have to save them in excel and create a new category called "xxxx follow up" which waste a lot time and energy. If there is some function support task sepcicfic follow up, for example, tracking for a sample in specific test, it will greatly imporve the communication effiency of auditor and client. Let's say, there are 50 sample in that test, each of them need 5 supporting. Usually, the testing is created under one section and is marked as one request. However, if there is a function, that it open another page when we click on the testing request, and show the status of each sample, it will be great!

What's not to love? It's intuitive and easy to use and provides a central location where files can be shared securely. I love that all parties can see when requests are generated, files are uploaded or downloaded, and messages left. I've been using Suralink for five years and there is nothing I would like it to have that it doesn't have. Request a demo and you'll see the value I'm talking about in 30 seconds.

Nothing. It's the best product on the market. If your Firm isn't using it you need to get it.

I liked the easy interface and it is very user friendly. I am able to delegate certain tasks to others as well as restricting viewing options for sensitive data. Visually, this software shows how far along a client has fulfilled requests and one can gain a sense of the client's readiness. Also, this software tracks all activity (client and firm) which is extremely useful.

It can be a bit confusing on how to upload/delete files when you're first learning the software. Also, because its cloud-based, if there are any internet issues, you cannot access the account but that is typically a minor issue.

Ease of use, notifications, up to the minute status, our client's satisfaction

Nothing that we don't like. Future enhancements such as a client portal for copies of final products and a tool to email items quickly and securely would help use eliminate the use of other tools and use Suralink for these items. It would be a big win for our clients as well.

It is very user friendly. It has helped tremendously with becoming more efficient with our audit engagements. The entire audit team has access to all of the requests so we are not constantly bugging the client for the same items. Also I love the time/date stamps on everything because it has helped us with our hard meetings when clients are frustrated on timing. MAny times we refer back to when we requested items vs when they delivered.

I really have no cons to the software. It has really been a great tool for us.

Very user friendly and my clients love it. It is also far more secure and organized compared to sending via email or any other method.

The auditor view of an engagement could use more customization. I would like to be able to remove the Overview Bar (completely, not just the pie chart) and be able to adjust the window size of the request list and listing of documents the client uploaded.

It makes the information gathering process much easier and more organized which increases audit efficiency and reduces the burden on clients to provide requested information.

There is no option for reporting metrics. It would be nice to be able to pull some data on a department or firm-wide basis to determine how well we are using the software.

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.

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?

this is my first job at a public accounting firm. The amount of files exchanged between client and our firm are enormous. Suralink is very easy to use and I really like the search function and also the email alerts for new uploads.

It is hard to tell which files are newly uploaded if there are a lot of files. I would suggest to have another designated place (or like shortcuts) for all the newly uploaded files.

Suralink is incredibly easy to use. It has streamlined the evidence gathering process immensely. Clients love it, our people love it. It is an amazing tool. It has transformed our engagements.

When you get to 100% on an engagement, the 100% doesn't fit on one line, it breaks into a second line. Is this a stupid "con"? Yes, most definitely, but it is the only "con" I have.

Ease of use and ability to designate access amongst client team members. Realtime updates for status are also very helpful and help to minimize emails and automate the sharing of documents. Overall it is the best solution to share documents with clients in an efficient, effective and secure way.

Have not received any negative feedback from other users or clients.