Suralink
Workflow management solution for accounting firms
4,7 /5 (385 avaliações) Escreva uma avaliação!Resumo do Suralink
O que é 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.
Resumo do Suralink
Preços
Opções de preços
Pricing starts at $20 per user per month. Contact Suralink for full pricing details.
Recursos do Suralink
Mídias
Suralink - Avaliações
Suralink - Avaliações
A massive time saver for CPAs and their clients
It has provided a higher level of professionalism to our information request process while greatly reducing the administrative burden of tracking information requests.
Best Tool Available for Managing Audit-related Requests
Mostly covered in the pros, but this has been a vast improvement over what we were doing previously and it's very easy to implement and administer.
Good but Could Use Some Improvements
Good
Suralink: Wiss/WEST Growth
good not great
It's good, but if I was making the decision what to use for PBC lists I'd choose smartsheet over Suralink, but your mileage may vary.
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A massive time saver for CPAs and their clients
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.
Best Tool Available for Managing Audit-related Requests
Mostly covered in the pros, but this has been a vast improvement over what we were doing previously and it's very easy to implement and administer.
Vantagens
This tool is built for auditors to manage our audit requests. It's a great alternative to the traditional spreadsheet and far superior from just a file sharing solution like ShareFile or Dropbox/Box. And it's much better for this specific purpose than Smartsheet. We've received positive feedback from many customers, and they typically say it's better than what the Big 4 or regional firms are offering. We even have several clients who have started using it internally within their internal audit departments.
Customer service is very responsive, which is an added benefit.
Desvantagens
There's not much to complain about, but we do wish it integrated with our Engagement software. And some alternative dashboard views for partners or managers who oversee lots of engagements would be appreciated.
Good but Could Use Some Improvements
Good
Vantagens
I like the ease of use, ability to make requests, sections, and sub-sections.
Desvantagens
I wish there was the ability to assign a priority level to each request (low priority, medium priority, high priority, urgent)
Suralink: Wiss/WEST Growth
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.
good not great
It's good, but if I was making the decision what to use for PBC lists I'd choose smartsheet over Suralink, but your mileage may vary.
Vantagens
works well for PBC lists (provided by client) helps with client communication and has a good interface for back and forth conversations on various requests. generally easy to setup, navigate, and use
Desvantagens
not as user friendly as a smartsheet, and a little more limited in abilities
Resposta do Suralink
As always, we're disappointed to hear that someone doesn't love our product. However, we firmly believe that while SmartSheet is a great general tool and can be used to manage PBC lists, our platform is tailored to the CPA experience. With dynamic request list management, live updates, instant notifications, and much more, Suralink is the best tool available for CPAs needing to increase efficiency and improve the clients experience around PBC lists. That being said, we always love to hear how we can improve and would be happy to do another training on our platform to ensure it meets your needs.
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Preço do Suralink
Preço do Suralink
Pricing starts at $20 per user per month. Contact Suralink for full pricing details.
Pricing starts at $20 per user per month. Contact Suralink for full pricing details.
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Recursos do Suralink
Recursos do Suralink
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Categorias
Categorias
Mais informações sobre Suralink
Mais informações sobre Suralink
Principais recursos do Suralink
- Collaboration Tools
- Dashboard
- Document Management
- Document Storage
- Forms Management
- Project Accounting
- Workflow Management
Perguntas frequentes sobre o Suralink
Perguntas frequentes sobre o Suralink
Abaixo estão algumas perguntas frequentes sobre o Suralink.
P: Que tipo de planos o Suralink oferece?
O Suralink oferece os seguintes planos de pagamento:
A partir de: US$ 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: Que tipo de planos o Suralink oferece?
O Suralink tem os seguintes planos de preços:
Assinatura
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
It has provided a higher level of professionalism to our information request process while greatly reducing the administrative burden of tracking information requests.