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

  • Teste Grátis
  • Assinatura

Dispositivos

Porte da empresa

P M G

Mercados

Canadá, Estados Unidos

Idiomas

inglês

Preços a partir de:

US$ 20,00/mês

  • Teste Grátis
  • Assinatura

Imagens

Suralink account settings
Suralink requests status management
Suralink engagements dashboard
Ver mais 4
Captura de tela do Suralink: Suralink account settings Captura de tela do Suralink: Suralink requests status management Captura de tela do Suralink: Suralink engagements dashboard

Recursos

Total de recursos do Suralink: 40

  • Administração de impostos
  • Alertas/notificações
  • Armazenamento de dados seguros
  • Armazenamento de documentos
  • Arrastar e soltar
  • Atualização em tempo real
  • Backup automático
  • Backup e recuperação
  • Commenting/Notes
  • 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
  • Fluxo de trabalho do projeto
  • Geração de relatórios financeiros
  • Gerenciamento de documentos
  • Gestão da comunicação
  • 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

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Avaliações

Classificação geral

4,7 /5
(389)
Relação qualidade/preço
4,7/5
Recursos
4,5/5
Praticidade
4,6/5
Suporte ao cliente
4,6/5

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Exibindo 5 avaliações de 389
Mike S.
Classificação geral
  • 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.

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!

Michael Y.
Classificação geral
  • 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

Jill M.
Classificação geral
  • Setor: Software
  • 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 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.

Angela W.
Classificação geral
  • Setor: Contabilidade
  • Porte da empresa: 51-200 funcionários
  • Usado Diariamente durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Praticidade
  • Probabilidade de recomendação 10.0 /10

By FAR one of my favorite accounting tools

Avaliado em 21/01/2021

Vantagens

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!

Desvantagens

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.

Bryce R.
Classificação geral
  • Setor: Contabilidade
  • Porte da empresa: 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.

Exibindo 5 avaliações de 389 Leia todas as avaliações

Perguntas frequentes sobre o Suralink

Abaixo estão algumas perguntas frequentes sobre o Suralink.

O Suralink oferece os seguintes planos de pagamento:

  • A partir de: US$ 20,00/mês
  • Modelo de preços: Assinatura
  • Teste Grátis: Não disponível

Não temos informações sobre os recursos do Suralink.

Os clientes habituais do Suralink são:

Profissional autônomo, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001+

O Suralink está nos seguintes idiomas:

inglês

O Suralink é compatível com os seguintes dispositivos:

Não temos informações sobre quais integrações o Suralink oferece.

O Suralink oferece as seguintes opções de suporte:

Email/Help Desk, Suporte por telefone, Bate-papo

Categorias relacionadas

Veja todas as categorias de software encontradas para Suralink.