Suralink Reviews

A massive time saver for CPAs and their clients

Comments: It has provided a higher level of professionalism to our information request process while greatly reducing the administrative burden of tracking information requests.

Pros:

Extremely user friendly, minimal training needed for staff or clients.

Cons:

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.

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.

Why not a mobile option?

Comments: Pretty good

Pros:

The daily email notifications recap are great.

Cons:

Mobile inaccessibility is a hinderance for field work.

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.

Great Product with slight needed improvements

Comments: Overall a great project that is liked by both auditor and client. Only negatives are lack of notifications. When on a job for a week on a client both sides would like options of more regular updates even if that is hourly or immediate. Also ability to renumber the PBC list if items are added to make it easy to find in order.

Pros:

Ease of use of the software for client and auditor.

Cons:

Inability to renumber or move items around

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

Pros:

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

Cons:

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.

Review

Comments: Very much enjoy my experience and my Clients do as well.

Pros:

The color scheme makes the analyzing what is outstanding so much easier and easier for our clients as well

Cons:

Sometimes the notifications are incorrect or don't disappear once i clear them.

A stream-lined and intuitive file share software

Pros:

I use this as a public accountant to satisfy our various requests from clients. It is very easy to use, create needs lists, pull support, edit requests, and track the status of items. I have also heard from many clients that it was very intuitive and easy to use.

Cons:

I haven't experienced any large issues while using the software. If I am preparing or rolling forward a new needs list, it only gives me the option to establish one new "due date" for all requests, when in reality, there are many different due dates. Not a large issue; just more of a mild inconvenience.

Excellent Product

Comments: Overall my experience has been excellent. If push notifications would be implemented I would have zero complaints.

Pros:

I love the security that comes with using this product. It is very easy to communicate with clients via suralink and reassure them that their information would be handled carefully and securely.

Cons:

I don't like that there isn't an option for push notifications and I have to type a passcode in each time I login.

Suralink

Comments: My overall experience with Suralink was positive and I would recommend this product to others.

Pros:

Does what you expect it to do without the unwanted surprises. Overall I felt my experience using Suralink to be pleasant.

Cons:

This might be a bit picky, but the interface did not have the feel of a more contemporary mobile app. Again this is being picky because it proved to be effective.

One of the best Provided By Client documentation system

Comments: The benefit is that Suralink provides the absolute best environment for users of any technical level to be able to use. As a PBC system, it works well to keep both the client and the users informed when new material is needed or has been uploaded.

Pros:

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.

Cons:

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.

Intuitive and Customizable

Comments: Because our product and process can be a bit complicated or hard to keep in order, Suralink is helpful to compartmentalize different aspects of the process. Marking requests as resolved or rejected is helpful to help our customers focus on the things that are most important.

Pros:

Suralink is easy to learn; I haven't had any customers who are new to the software need help from me on how to navigate or upload/download documents which is a huge win! Our product that we provide to customers is totally unique per client, so having a fully customizable interface is required. Suralink allows this to happen quickly and easily with the option of cloning specific requests or engagements, if applicable to make work more efficient.

Cons:

There are a few buys as far as display that could be improved: - Comments sometimes post or reload with huge bits of gibberish as part of the text and remain that way indefinitely as far as I can tell. The text will run off the window making the comment much less useful. - The functionality to mark the notifications as 'read' often doesn't update so it still has the unread icon even after confirming that things have been read multiple times.

Game Changer!

Pros:

Suralink is super easy to use and instruct clients on - literally a drag and drop system. It tracks all movements in each request, has notes to go between you and the client, and is fully encrypted. Going from the old sharefile system or email system with excel sheets to this for our PBC list has been a complete game changer!! I have clients in India, a full 12 hour difference, and this has completely changed the communication issues we've had. I can reject an item, put in a comment, and they immediately see that I have done so and correct it. I can't tell you how many clients have commented how much they love it too!

Cons:

Occasionally, the software goes down, and the software relies on the internet, which can be patchy in spots. Support is always quick to get up and running as soon as possible.

A Great and Versatile Tool for Auditors

Comments: An auditor's best friend, it would be hard to go back.

Pros:

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.

Cons:

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.

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 is great for auditors and clients

Comments: It's a great tool to set preliminary expectations with the client, and get them providing documentation early for an engagement. You can respond to support with questions and get back client responses.

Pros:

Suralink is a great way to share an active list of requests. Clients always have access to what items are outstanding to perform the audit, and it's also a centralized storage space for the entire audit team to access. It's simple to create and respond to requests.

Cons:

Only one engagement list can be open at a time, meaning you have to close out of one if you want to review another. Additionally, it's difficult to order your requests - when you create a new one, it automatically receives an assignment number, and it may not be numbered consistently with other, similar requests.

Suralink for Audit

Pros:

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.

Cons:

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.

MY experience has been good as the clients and i enjoy it of use

Comments: I love this software for public accounting. This is a great tool to use with clients to keep the audit on track and organized in terms of what is needed from them before, during, and after the audit.

Pros:

MY experience has been good as the clients and i enjoy it of use ,and I appreciate how easy it is to import lists and drag and drop items into categories

Cons:

Some of the features lack logic. Should be able to drag and drop requests or easily move around.

Suralink Review

Comments: The Risk Assurance and Advisory Services department of Armanino utilize Suralink for gathering of overall support to aid the documentation process for Audits. Suralink does a decent job with support storage and display of the support. Overall, it's a good application.

Pros:

The design is simple and the software loads very easily with no lag at all. The square boxes for request lists are a very helpful indicator of whether the support has been provided or is outstanding/returned. The contact list for clients are stored with the emails right below the names of the clients for ease of communication.

Cons:

There isn't anything bad with the application but many improvements can be made. It can be integrated with documentation to include test procedures along with the control description. It can also have a testing tab for controls that require sample testing and a results/summary tab. This would help with the documentation speed by alot, improve the overall auditing process and relationship with the client as well.

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.

A great addition to our firm and interaction with clients during the audit process

Comments: Suralink has made the process of requesting, receiving, tracking and communication information with client during an audit or review of their financial statements much easier and efficient.

Pros:

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

Cons:

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.

By FAR one of my favorite accounting tools

Pros:

What is NOT to love about Suralink? It makes it incredibly simple to have my clients upload documents that we need, and that the whole team can access the documents in one place, instead of CCing each other on group emails, or forwarding audit support. It also is very helpful in that it tracks who uploaded specific documents and when, as that has helped our team more than once prove that something a client was saying was incorrect, and we had actual evidence to support it. Thank you Suralink team!

Cons:

Our firm had an issue with the way Suralink was rolling the documents from year to year, which caused hours of headache once I'd discovered it. We have thankfully since resolved the issue.

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

Comments: Suralink has helped us streamline our document collection process for our audit clients. The software is easy to use for both our staff and our clients. It has greatly improved the experience of our clients.

Pros:

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.

Cons:

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.