Suralink reviews
Suralink
Totaalscore
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398 reviews
- Sector: Informatietechnologie en -diensten
- Bedrijfsgrootte: 51-200 werknemers
- Dagelijks 6-12 maanden lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 9.0 /10
Excellent Product
Beoordeeld op 17-2-2020
Overall my experience has been excellent. If push notifications would be implemented I would have...
Overall my experience has been excellent. If push notifications would be implemented I would have zero complaints.
Pluspunten
I love the security that comes with using this product. It is very easy to communicate with clients via suralink and reassure them that their information would be handled carefully and securely.
Minpunten
I don't like that there isn't an option for push notifications and I have to type a passcode in each time I login.
- Sector: Administratie
- Bedrijfsgrootte: 1.001-5.000 werknemers
- Dagelijks 6-12 maanden lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 10.0 /10
Very efficient and user friendly
Beoordeeld op 7-2-2020
I always recommend Suralink to friends at other firms. It's super self explanatory and easy to use....
I always recommend Suralink to friends at other firms. It's super self explanatory and easy to use. It keeps things simple, but also is enough to get the job done.
Pluspunten
I like how easy it is to visualize what items have been submitted from the client and what we are still waiting on.
Minpunten
I don't like how it shows when we download files in the comments. If I download a file multiple times I don't want my client to see that.
- Sector: Administratie
- Bedrijfsgrootte: 51-200 werknemers
- Dagelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 7.0 /10
Review
Beoordeeld op 17-2-2020
Pluspunten
Everything works well, sometimes need more time to load.
Minpunten
Sometimes I couldn't download the firm upload files
- Sector: Administratie
- Bedrijfsgrootte: 51-200 werknemers
- Maandelijks 1+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Gebruiksgemak
- Waarschijnlijkheid van aanbeveling 8.0 /10
good not great
Beoordeeld op 1-8-2020
It's good, but if I was making the decision what to use for PBC lists I'd choose smartsheet over...
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.
Pluspunten
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
Minpunten
not as user friendly as a smartsheet, and a little more limited in abilities
Antwoord van 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.
- Sector: Administratie
- Bedrijfsgrootte: 11-50 werknemers
- Dagelijks 1+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 9.0 /10
A great solution for document management
Beoordeeld op 17-2-2020
Pluspunten
Status update/email notification.
Easy to upload and download documents.
Minpunten
Sometimes Search function is not responsive.
- Sector: Administratie
- Bedrijfsgrootte: 51-200 werknemers
- Wekelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 10.0 /10
Suralink
Beoordeeld op 19-2-2020
Pluspunten
- Very intuitive & user friendly
- Significant time savings in managing and obtaining documents from clients
Minpunten
- Not integrated with document management systems or firm management systems, so it is a manual process to setup clients/users and then transfer documents into the main system
- Sector: Administratie
- Bedrijfsgrootte: 51-200 werknemers
- Dagelijks 1-5 maanden lang gebruikt
-
Bron van de reviewer
Totaalscore
- Gebruiksgemak
- Waarschijnlijkheid van aanbeveling 8.0 /10
User Friendly Software
Beoordeeld op 20-2-2020
Suralink in an integral part of what we do at our firm. We need a secure way to receive needed...
Suralink in an integral part of what we do at our firm. We need a secure way to receive needed documents to perform our testing, which Suralink kindly provides. The software is simple to understand and use. I have no complaints.
Pluspunten
All of my clients are easily accessible and organized. It's easy to make requests and/or comments and it's easy to see which items have been fulfilled or not.
Minpunten
I can't think of any major cons. The software runs smoothly and is very user friendly. I haven't even been using it that long and I understand how to do what I need.
- Sector: Administratie
- Bedrijfsgrootte: 1.001-5.000 werknemers
- Wekelijks 1+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Gebruiksgemak
- Waarschijnlijkheid van aanbeveling 9.0 /10
Suralink Feedback
Beoordeeld op 7-2-2020
Great. Once I got used to the portal, it made requesting information much easier. My clients seem...
Great. Once I got used to the portal, it made requesting information much easier. My clients seem to like it very much.
Pluspunten
I like the ability to import from Excel a spine for requests.
Minpunten
The user interface could be better. The layout is a little busy and confusing to navigate at first.
- Sector: Administratie
- Bedrijfsgrootte: 11-50 werknemers
- Dagelijks 1-5 maanden lang gebruikt
-
Bron van de reviewer
Totaalscore
- Gebruiksgemak
- Waarschijnlijkheid van aanbeveling 8.0 /10
A Frown Keeps Others Away So Smile Freely
Beoordeeld op 17-2-2020
Pluspunten
The ability for clients to upload files and for everyone on the team to be made aware of when they do so.
Minpunten
I get logged out very fast, even though I set it not to do that. Would like it if when someone uploads multiple files to the same request item that it tells you what time they did it at.
- Sector: Administratie
- Bedrijfsgrootte: 51-200 werknemers
- Dagelijks 1-5 maanden lang gebruikt
-
Bron van de reviewer
Totaalscore
- Gebruiksgemak
- Waarschijnlijkheid van aanbeveling 10.0 /10
Suralink is the best!!
Beoordeeld op 7-2-2020
Pluspunten
I love how easy it is to plan out engagements with customers. It is really helpful when trying to coordinate what you need with what the client has prepared for you.
Minpunten
Maybe the design, it is not that appealing but honestly it does not matter that much to me.
- Sector: Administratie
- Bedrijfsgrootte: 11-50 werknemers
- Dagelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 10.0 /10
Suralink Review
Beoordeeld op 18-2-2020
Pluspunten
The software overall has been useful for organization purposes and tracking requests better. We like that we are able to import and export our client assistance request list which makes it extremely portable and easy to revise, tailor into outstanding items lists, etc. Being able to link files to requests has been helpful because the client does not always name files that are intuitive.
Minpunten
1) Better onboarding for clients specifically in regards to their notifications. We often have to email our clients for them to know that information has been added/changed, etc. within Suralink. Their set-up does not seem to be intuitive.
2) Possible additional use of colors to quickly identify changes or new items to requests, particularly if those requests had been previously marked accepted. (Sometimes our clients inadvertently upload additional information to completed requests.)
3) In relation to #2, the timeline is useful but sometimes overwhelming, particularly on bigger jobs. It would be helpful if we could clear the timeline of processed items to only see new notifications. We realize you can mark them as processed, etc.; however, they still show up and that can be confusing.
- Sector: Computersoftware
- Bedrijfsgrootte: 11-50 werknemers
- Dagelijks 1+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 7.0 /10
Useful but not perfect
Beoordeeld op 23-8-2022
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.
Pluspunten
I like the running "bar" across the top of the UI that tells me where things stand.
Minpunten
The UI is INEFFICIENT and hard to reset.
- Sector: Financiële dienstverlening
- Bedrijfsgrootte: 51-200 werknemers
- Dagelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Waarschijnlijkheid van aanbeveling 10.0 /10
The Best Client Portal Option
Beoordeeld op 7-2-2020
Client's love how they can pick up with Suralink and use it as one comprehensive list of outstanding...
Client's love how they can pick up with Suralink and use it as one comprehensive list of outstanding items, it has the reports from the PY, a trail of comments discussing items, and has saved time on engagements by streamlining the flow of documents and information. I believe that the benefit is not only a time save for the firm and the client, but preserves a level of mental sanity and improves the quality of the work environment.
Pluspunten
Suralink is very easy to navigate even for a first time user. I have never had a client who had a negative experience with Suralink. Every client we have introduced to Suralink enjoys it or loves it. Dragging documents and creating requests are super intuitive. Just drag and drop. It leaves time stamps and allows for comment threads that are super helpful from year to year.
Minpunten
What I like least... If there was a way to scroll over a document and see a preview that would be the only thing I can think of.
- Sector: Administratie
- Bedrijfsgrootte: 201-500 werknemers
- Dagelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 10.0 /10
Leah's review
Beoordeeld op 17-2-2020
Absolutely fantastic software.
Absolutely fantastic software.
Pluspunten
I love the organization that is brings for all of our files and comments. I also like the instant ability to see comments and items uploaded by a client. It has made so many of my jobs easy and made it much easier to find client files. It is very user friendly which makes it easy when I am training my clients on how to use the software. I like that I can restrict access to certain requests from employees of my clients as well as my clients feel more secure about using the site.
Minpunten
It would be nice if I could assign an entire category or subcategory to people without having to assign the individual requests.
- Sector: Administratie
- Bedrijfsgrootte: 1.001-5.000 werknemers
- Dagelijks 1+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Gebruiksgemak
- Waarschijnlijkheid van aanbeveling 9.0 /10
Best Way to Collaborate with Your Client
Beoordeeld op 7-2-2020
Suralink has been a game changer in the way that we request sensitive tax documents and information...
Suralink has been a game changer in the way that we request sensitive tax documents and information from our clients. I have found that Suralink has been received well by clients without much trouble which is a huge plus on our client retention goals. I would certainly recommend this product to other accounting firms searching for a solution.
Pluspunten
I would say ease of use is the best feature of this software. Almost all of my clients are able to intuitively use this software. The ability to track outstanding deliverables, provide comments and send sensitive information through the portal makes it invaluable.
Minpunten
I have never seen the "client side" of the product so I don't always feel super confident explaining to my clients how to use the portal from their view. Fortunately, this has not been an issue.
The other item I would really like to see is real time updates through a Microsoft desktop widget or something. The daily email is not enough and having to be in the browser to see updates on all my clients can be a challenge.
- Sector: Administratie
- Bedrijfsgrootte: 51-200 werknemers
- Dagelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 9.0 /10
Great product
Beoordeeld op 7-2-2020
Suralink has been a great product for our firm and we will continue to use it for the foreseeable...
Suralink has been a great product for our firm and we will continue to use it for the foreseeable future.
Pluspunten
We and our clients are always on the same page with the status of open items.
Minpunten
The only place this product falls short is a way of communicating new or returned requests to a client on an hour by hour or minute by minute basis. When using the product in conjunction with rapid requesting and answering our client's get lost in seeing what new items are added. The "timeline" tools doesn't work well when dozens of updates are happening every hour. Would be great if there was a way for a client to see what is new since their last login, perhaps filtering by new or returned requests, new files provided, accepted requests, etc.
- Sector: Administratie
- Bedrijfsgrootte: 201-500 werknemers
- Dagelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 10.0 /10
Suralink Review
Beoordeeld op 7-2-2020
Very Good. I accidentally deleted a whole binder once and had to call support. They understood the...
Very Good. I accidentally deleted a whole binder once and had to call support. They understood the issue was time sensitive and were able to restore it quicker than usual.
Pluspunten
The fact that it is user friendly. The drag and drop function is great. It is very easy to communicate with the client. I like the layout of the requests, and the ability to expand/collapse as necessary
Minpunten
I wish you didnt have to extract documents after you download more than one. However I do like that you can drag documents into your folder to save them and avoid extracting, its just time consuming either way if there are many requests
- Sector: Administratie
- Bedrijfsgrootte: 11-50 werknemers
- Dagelijks 6-12 maanden lang gebruikt
-
Bron van de reviewer
Totaalscore
- Gebruiksgemak
- Waarschijnlijkheid van aanbeveling 8.0 /10
better interation function needed
Beoordeeld op 27-2-2020
I really like Suralink actually, most of the client find difficulty in using traditional PBC list,...
I really like Suralink actually, most of the client find difficulty in using traditional PBC list, it greatly improve the communication between auditor and client by adding those quick interaction function.
Pluspunten
It's easy to find the document and download it. there are different section. and the status is marked with different color which is really helpful.
Minpunten
Sometimes we have follow up questions that need pic to explain, we have to save them in excel and create a new category called "xxxx follow up" which waste a lot time and energy. If there is some function support task sepcicfic follow up, for example, tracking for a sample in specific test, it will greatly imporve the communication effiency of auditor and client. Let's say, there are 50 sample in that test, each of them need 5 supporting. Usually, the testing is created under one section and is marked as one request. However, if there is a function, that it open another page when we click on the testing request, and show the status of each sample, it will be great!
- Sector: Administratie
- Bedrijfsgrootte: 11-50 werknemers
- Dagelijks 1+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 10.0 /10
Suralink is a Game Changer!
Beoordeeld op 7-2-2020
We receive documents faster, we eliminate long email chains, and we have a clean request list...
We receive documents faster, we eliminate long email chains, and we have a clean request list experience. All of our clients who use this have given us our request items fast than ever before and I attribute that to our ability to keep track of documents and provide status updates.
Pluspunten
Suralink has completely changed the way we receive audit documentation! Our clients love the ease of use and how they can drag and drop documents and leave comments. Our team loves that we can easily send status updates that are kind and still informative and reply to comments while eliminating long email chains. I will never go back to an excel list!
Minpunten
I don't really enjoy having to format in a certain way, but I understand the need. And our clients would like to be able to add their own users instead of us having to do that every time.
- Sector: Administratie
- Bedrijfsgrootte: 5.001-10.000 werknemers
- Dagelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 10.0 /10
Amazing platform!
Beoordeeld op 7-2-2020
I've rarely had problems but when they occasionally arise the live support is incredibly prompt and...
I've rarely had problems but when they occasionally arise the live support is incredibly prompt and adept and solving the issue at hand.
Pluspunten
What's not to love? It's intuitive and easy to use and provides a central location where files can be shared securely. I love that all parties can see when requests are generated, files are uploaded or downloaded, and messages left. I've been using Suralink for five years and there is nothing I would like it to have that it doesn't have. Request a demo and you'll see the value I'm talking about in 30 seconds.
Minpunten
Nothing. It's the best product on the market. If your Firm isn't using it you need to get it.
- Sector: Informatiediensten
- Bedrijfsgrootte: 501-1.000 werknemers
- Dagelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 9.0 /10
Great Document Management Solution
Beoordeeld op 10-2-2020
Overall, this product has made my job much easier. My clients are happy with the product and I will...
Overall, this product has made my job much easier. My clients are happy with the product and I will happily continue to use it.
Pluspunten
The product is very user-friendly. We can usually create our client accounts and clients are able to navigate the site and upload documentation without specific instructions on how to use the interface.
Minpunten
It is difficult to add a new request and then change the order of the requests. Currently, I have to download a csv copy, re-order the requests, and then re-create the engagement using the csv spreadsheet as the template. It would be great if the web interface allowed us to change the order of requests.
- Sector: Administratie
- Bedrijfsgrootte: 51-200 werknemers
- Dagelijks 1+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Gebruiksgemak
- Waarschijnlijkheid van aanbeveling 10.0 /10
Great addition!!
Beoordeeld op 18-2-2020
The biggest benefit of using Suralink is how much the clients love using it. We have had great...
The biggest benefit of using Suralink is how much the clients love using it. We have had great feedback from our clients on how easy it is for them to use. I have noticed how much faster client's get us the requested information compared to the time before we has Suralink. It has allowed all team members involved in the engagements to have access to all documents.
Pluspunten
I like the ease of use. It is very user friendly and intuitive. The software makes it very easy to share documents with clients. I love that you can categorize the documents, so they are easy to find and the due date and assigning features are great. So everyone is on the same page knowing when something is needed and by whom it needs to be supplied.
Minpunten
There isn't any feature that I have come across that I do not like yet.
- Sector: Administratie
- Bedrijfsgrootte: 51-200 werknemers
- Dagelijks 1+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 10.0 /10
Suralink Review
Beoordeeld op 7-2-2020
This is a much more efficient way to obtain and organize client documents. Overall, hours on jobs...
This is a much more efficient way to obtain and organize client documents. Overall, hours on jobs are down and I am much less frustrated trying to find PBC documents now that I can search them all in one place.
Pluspunten
Very user friendly and my clients love it. It is also far more secure and organized compared to sending via email or any other method.
Minpunten
The auditor view of an engagement could use more customization. I would like to be able to remove the Overview Bar (completely, not just the pie chart) and be able to adjust the window size of the request list and listing of documents the client uploaded.
- Sector: Administratie
- Bedrijfsgrootte: 11-50 werknemers
- Dagelijks 6-12 maanden lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 9.0 /10
Effectively able to track our client request lists!
Beoordeeld op 20-2-2020
The added organizational aspect is very beneficial to us and our clients, as well as the ease of...
The added organizational aspect is very beneficial to us and our clients, as well as the ease of use. Our clients have said over and over how easy it was to use. We have found that we are receiving the requested files sooner than we were previously.
Pluspunten
The organizational aspect is very helpful - we are able to organize our requests and better track what has been received and what requests are still outstanding.
Minpunten
We have run into instances when a client can't sign up because they are part of another "firm". My understanding is that this is being worked on, but we have had to use a workaround several times over the last few months as a result.
- Sector: Administratie
- Bedrijfsgrootte: 501-1.000 werknemers
- Dagelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 9.0 /10
Suralink is great
Beoordeeld op 7-2-2020
Suralink is great. It keeps all of our document in one place that allows multiple levels of our...
Suralink is great. It keeps all of our document in one place that allows multiple levels of our audit team to access. The request feature is easy to implement (both the excel upload and doing it from scratch) and can be easily changed (requests made during the audit). This is much better than other mediums that I have used, including GoogleDocs, ShareFile, and Dropbox.
Pluspunten
This is a software that our client likes, and its user-friendly interface makes it easy for us to convince them to use it.
Minpunten
The accepting/rejecting feature. "Rejecting" seems harsh but this is such a little thing.