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:
US$ 20,00/mês
- Versão gratuita
- Teste Grátis
- Assinatura
5 principais alternativas ao Suralink
Dispositivos
Porte da empresa
Mercados
Canadá, Reino Unido, Estados Unidos
Idiomas
inglês
Preços a partir de:
US$ 20,00/mês
- Versão gratuita
- Teste Grátis
- Assinatura
5 principais alternativas ao Suralink
Imagens
Recursos
Total de recursos do Suralink: 37
- Administração de impostos
- Alertas/notificações
- Armazenamento de dados seguros
- Armazenamento de documentos
- Arrastar e soltar
- Atualização em tempo real
- Backup automático
- Comentários/notas
- Contabilidade de fundos
- Contabilidade de projetos
- Controle do processo de aprovação
- Controles/permissões de acesso
- Empresas de contabilidade CPA
- Ferramentas de colaboração
- Fluxo de trabalho configurável
- Geração de relatórios financeiros
- Gerenciamento de documentos
- Gestão de auditorias
- Gestão de clientes
- Gestão de formulários
- Gestão de modelos
- Gestão do calendário
- Gestão do fluxo de trabalho
- Imagem de marca personalizável
- Importação/exportação de dados
- Modelos de documentos
- Modelos personalizáveis
- Monitoramento em tempo real
- Notificações em tempo real
- Organizações sem fins lucrativos
- Painel
- Painel de atividades
- Para governo
- Planejamento das auditorias
- Portal do cliente
- Rastreamento de data de vencimento
- Revisão de documentos
Alternativas
Microsoft Excel
Smartsheet
Box
Dropbox Business
Avaliações
Já tem o Suralink?
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- Industry: Contabilidade
- Company size: 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.
- Industry: Contabilidade
- Company size: 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!
- Industry: Software
- Company size: 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 0.0 /10
Tech support unresponsive and unhelpful
Avaliado em 01/03/2021
User level, three years in, never had a problem until last week. Don't bother reaching out to their...
User level, three years in, never had a problem until last week. Don't bother reaching out to their tech support people unless you enjoy screaming into the abyss.
Vantagens
I'm a user. When Suralink works, it works fine. The UI could be a little more user-friendly but that's not fatal.
Desvantagens
When the software starts throwing errors (and they all do, eventually) and you reach out to tech support, you're on your own. I spent TWO HOURS trying to clarify THEIR problem for the folks in the online chat, then I got the standard "We're so sorry. We're working on your problem and we'll notify you VERY SOON about our progress" email and that's the last I've heard.
I'm very disappointed in the level of customer care these folks are showing.
- Industry: Contabilidade
- Company size: 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 use- Industry: Contabilidade
- Company size: 2-10 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
Efficiency and Clarity
Avaliado em 07/02/2020
I am all in on this app. My clients are appreciating it too.
Efficiency on our side and theirs is...
I am all in on this app. My clients are appreciating it too.
Efficiency on our side and theirs is up.
Vantagens
I really like the ability to go in, as an audit manager, and get an idea of the status of the audit is. I can see how responsive the client is. I can see how responsive staff is being. This allows me to focus on my attention on the clients that are being responsive. This is very important during busy season. I am constantly in Suralink during busy season, even if staff is doing the interacting with the client.
I am also quickly finding the power of the status reports that are sent out to the client and I am beginning to only send communication to the client through the status report function rather than email from Outlook.
Desvantagens
The process of switching from one engagement to another takes one or two steps more than I would like. Maybe having a tool/navigation bar on the side could help.
Perguntas 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: US$ 20,00/mês
- Pricing model: Assinatura
- Free Trial: 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+
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
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