Sobre o Suralink
Suralink is a cloud-based workflow management solution designed to help accounting businesses streamline processes related to managing PBC (provided by client) lists, auditing, document transfer, and more. The platform comes with drag-and-drop functionality, which allows users to add files into the PBC lists and link them to client requests.
Suralink includes a tracking module, which enables managers to monitor client requests in real-time, as well as monitor team interactions across documents. The solution offers a host of features such as customizable templates, data import and export, roll forward, instant updates, approval workflows, audit trails, notifications, and more. The centralized dashboard also allows managers to review client engagement and manage document gathering in real time.
Suralink enables organizations to create personalized sub-domains with custom names and logos while the communication module lets managers add comments to client requests. Plus, the built-in secure document exchange system allows users to store encrypted documents and schedule automated backups.
Preços a partir de:
20,00 US$/mês
- Versão gratuita
- Teste Grátis
- Assinatura
5 principais alternativas ao Suralink
Consumidores típicos
- Autônomos
- Pequenas empresas (2-50)
- Médias empresas (51-500)
- Grandes empresas (500 ou mais)
Implantação
- Baseado na nuvem
- Instalação local
Mercados
Canadá, Reino Unido, Estados Unidos
Idiomas
inglês
Preços a partir de:
20,00 US$/mês
- Versão gratuita
- Teste Grátis
- Assinatura
5 principais alternativas ao Suralink
Imagens
Recursos
Total de recursos do Suralink: 36
Alternativas
Microsoft Excel
Smartsheet
Box
Dropbox Business
Avaliações
Já tem o Suralink?
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- Setor: Contabilidade
- Porte da empresa: 11-50 funcionários
- Usado Diariamente durante Mais de dois anos
-
Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 9.0 /10
A massive time saver for CPAs and their clients
Avaliado em 07/02/2020
It has provided a higher level of professionalism to our information request process while greatly...
It has provided a higher level of professionalism to our information request process while greatly reducing the administrative burden of tracking information requests.
Vantagens
Extremely user friendly, minimal training needed for staff or clients.
Desvantagens
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.
- Setor: Contabilidade
- Porte da empresa: 51-200 funcionários
- Usado Diariamente durante Mais de dois anos
-
Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 10.0 /10
Suralink Enhances and Simplifies Audit Evidence Collection Process
Avaliado em 09/10/2020
Overall we've really enjoyed using Suralink and recommend it to all. Support is great too. Easily...
Overall we've really enjoyed using Suralink and recommend it to all. Support is great too. Easily add licenses as needed.
Vantagens
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.
Desvantagens
Suralink is still developing new functionality. Just released some new APIs that should help. Security only has 2 levels: Staff or Manager.
Razões para mudar para o Suralink
Suralink was the best solution for managing an audit engagement's evidence collection process. It's specifically designed for this.Resposta do Suralink
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!
- Setor: Software
- Porte da empresa: 11-50 funcionários
- Usado Diariamente durante Mais de um ano
-
Fonte da avaliação
Classificação geral
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 7.0 /10
Useful but not perfect
Avaliado em 23/08/2022
We use Suralink to track our submissions for an annual SOC 2 test/audit. Overall, it's pretty...
We use Suralink to track our submissions for an annual SOC 2 test/audit. Overall, it's pretty helpful; the UI needs a LOT of work, though, to be much more user-friendly.
Vantagens
I like the running "bar" across the top of the UI that tells me where things stand.
Desvantagens
The UI is INEFFICIENT and hard to reset.
- Setor: Contabilidade
- Porte da empresa: 201-500 funcionários
- Usado Diariamente durante Mais de um ano
-
Fonte da avaliação
Classificação geral
- Praticidade
- Probabilidade de recomendação 5.0 /10
Suralink: Wiss/WEST Growth
Avaliado em 26/02/2020
Vantagens
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
Desvantagens
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.
- Setor: Contabilidade
- Porte da empresa: 51-200 funcionários
- Usado Diariamente durante 6 a 12 meses
-
Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 10.0 /10
Best PBC Request/File Share Site I Have Used
Avaliado em 08/02/2020
Exceptional. I've used a few different PBC request/file share sites and none of them have come close
Exceptional. I've used a few different PBC request/file share sites and none of them have come close
Vantagens
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
Desvantagens
No setup to send automatic status updates to clients throughout an engagement. Must remember to send them manually
Alternativas consideradas
Microsoft SharePointRazões para escolher o Suralink
Suralink had everything we were looking for. Internal softwares were clunky and no one knew how to use themSoftware anterior
Microsoft SharePointRazões para mudar para o Suralink
Much more suitable for an audit engagement, easier to usePerguntas frequentes sobre o Suralink
Abaixo estão algumas perguntas frequentes sobre o Suralink.P: Que tipo de planos o Suralink oferece?
O Suralink oferece os seguintes planos de pagamento:
- A partir de: 20,00 US$/mês
- Modelo de preços: Assinatura
- Avaliação gratuita: Não disponível
Pricing starts at $20 per user per month. Contact Suralink for full pricing details.
P: Quem costuma usar o Suralink?
Os clientes habituais do Suralink são:
Profissional autônomo, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001-5 000
P: Em que idioma o Suralink está?
O Suralink está nos seguintes idiomas:
inglês
P: O Suralink é compatível com disponíveis móveis?
O Suralink é compatível com os seguintes dispositivos:
P: O Suralink se integra com quais outros aplicativos?
Não temos informações sobre quais integrações o Suralink oferece.
P: Que nível de suporte o Suralink oferece?
O Suralink oferece as seguintes opções de suporte:
Email/Help Desk, Suporte por telefone, Bate-papo
Categorias relacionadas
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