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
Compare com as alternativas mais populares
Dispositivos
Porte da empresa
Mercados
Idiomas
Preços a partir de:
US$ 20,00/mês
- Teste Grátis
- Assinatura
Compare com as alternativas mais populares
Imagens
Recursos
Total de recursos do Suralink: 29
- Armazenamento de dados seguros
- Armazenamento de documentos
- Atualizações em tempo real
- Auditoria
- Backup automático
- Comentários
- Contabilidade de projetos
- Controle do processo de aprovação
- Ferramentas de colaboração
- Fluxo de trabalho configurável
- Fluxo de trabalho do projeto
- Gerenciamento de documentos
- Gestão da comunicação
- Gestão de backups
- Gestão de formulários
- Gestão de modelos
- Gestão do calendário
- Gestão do fluxo de trabalho
- Imagem de marca personalizável
- Importação de dados
- Importação/exportação de dados
- Interface para arrastar e soltar
- Modelos de documentos
- Modelos personalizáveis
- Monitoramento em tempo real
- Notificações automáticas
- Notificações em tempo real
- Painel de atividades
- Revisão de documentos
Alternativas
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Avaliações
Já tem o Suralink?
Ajude os compradores de software! As avaliações de programas ajudam outras pessoas a tomarem melhores decisões.
Escreva uma avaliação!- 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!
- 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
- 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.
- 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: 201-500 funcionários
- Usado Semanal durante Mais de dois anos
-
Fonte da avaliação
Classificação geral
- Praticidade
- Probabilidade de recomendação 10.0 /10
Best Document Collaboration Tool
Avaliado em 08/02/2021
We are hosting our "PBC" listings real-time online where both parties are able to log in and view...
We are hosting our "PBC" listings real-time online where both parties are able to log in and view what is outstanding.
Vantagens
I love the ease of use of this product. You able able to organize your document request list with group names and subgroup name and when you export the files, they save in this same order on your desktop.
Desvantagens
It can be a bit tricky when you are trying to limit access to certain users on different requests/listings.
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
- Modelo de preços: Assinatura
- Teste Grátis: Não disponível
Pricing starts at $20 per user per month. Contact Suralink for full pricing details.
P: Quais são os principais recursos do Suralink?
O Suralink oferece os seguintes recursos:
- Collaboration Tools
- Dashboard
- Document Management
- Document Storage
- Forms Management
- Project Accounting
- Workflow Management
P: Quem costuma usar o Suralink?
Os clientes habituais do Suralink são:
Pequenas empresas, Grandes empresas, Administrações públicas, Sem fins lucrativos, Autônomos, Empresas de médio porte
P: Em que idioma o Suralink está?
O Suralink está nos seguintes idiomas:
Inglês
P: O Suralink é compatível com disponíveis móveis?
Não temos informações sobre os dispositivos compatíveis com o Suralink.
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:
Suporte por telefone, Suporte online
Categorias relacionadas
Veja todas as categorias de software encontradas para Suralink.