Suralink reviews

1. The display is very user friendly and can easily be taught in a quick couple minutes crash course to both clients and coworkers.
2. Everything is instantaneous, just like email, so there is not wait time to obtain files.
3. The tracking mechanisms make it easier to stay on top of multiple engagements simultaneously and give a good picture on the progress of each engagement.
4. Rolling forward engagements from one year to the next is unbelievably simple and quick. Alleviates a lot of stress and time sensitivity in doing so.
5. The "yes delete" feature makes it very hard to accidentally delete requests, files, or engagements without intentionally doing so. Very useful when working with new company staff, as they are not familiar with the software.

1. To my knowledge, there is no way to delete firm provided files if you accidentally upload the wrong file. Instead, you have to delete the request altogether and then create it anew. It would be much easier to simply be able to remove firm provided files.
2. When rolling forward engagements from one year to the next, to my knowledge, there is no easy way to quickly do a find and replace to update years. For example, if we are rolling forward an engagement from 2018 to 2019 and there are 45 requests in the 2018 engagement that say, "as of December 31, 2018", there is no quick and easy way to replace 2018 with 2019. I believe you have to go through and manually change each one.

The software is fairly easy to use. I really like the drag and drop option.

I don't really like that we are required to add "request list". I would like the ability it add folders where clients can upload information without it being called a "request list". This confuses some clients.

Everything works well, sometimes need more time to load.

Sometimes I couldn't download the firm upload files

Suralink is super easy to use and instruct clients on - literally a drag and drop system. It tracks all movements in each request, has notes to go between you and the client, and is fully encrypted. Going from the old sharefile system or email system with excel sheets to this for our PBC list has been a complete game changer!! I have clients in India, a full 12 hour difference, and this has completely changed the communication issues we've had. I can reject an item, put in a comment, and they immediately see that I have done so and correct it. I can't tell you how many clients have commented how much they love it too!

Occasionally, the software goes down, and the software relies on the internet, which can be patchy in spots. Support is always quick to get up and running as soon as possible.

Suralink provides a very quick and easy to understand documentation provision system. You setup your users, and can assign clients to those users, along with the applicable information needed for contact points at the client. Not only does the user see what is still needed for the work to be performed, but the client is able to understand completely what is still needed. Reports are made available via email to the client so they can visually see how much data is required. As a provided by client system, it is one of the best.

There needs to be one more level of security to allow users to just be users without having to assign all as manager level, so that client assignments can be more restrictive. Depending on use, you may have to assign users as managers instead of just staff so they can see multiple clients at a time.

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.

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.

This software is very customizable and can easily be adapted for any use.

There have been some features that have not functioned as well as they should. Or rather functions that have not functioned in a way that fits the feature model we use at our company, so I can't say that such features were not as intended by Suralink development. What has come of these instances is that I have passed along things like this to customer support and they have addressed the request in a very responsive manner.

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.

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.

My favorite thing about Suralink is that the client and everyone on the engagement team can see exactly what has been provided so far in real time. This significantly cuts down on the thing that clients hate the most, which is when auditors ask for a schedule that they have already provided.

This is not really the software's fault, but new clients are hesitant to change what they've always done with audits. They are scared of change and don't want to spend the time to learn the software, so there is usually some "pushing" that needs to be done to convince a new client to use Suralink.

I like the running "bar" across the top of the UI that tells me where things stand.

The UI is INEFFICIENT and hard to reset.

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.

It would be nice if I could assign an entire category or subcategory to people without having to assign the individual requests.

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.

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.

Suralink is a great way to share an active list of requests. Clients always have access to what items are outstanding to perform the audit, and it's also a centralized storage space for the entire audit team to access. It's simple to create and respond to requests.

Only one engagement list can be open at a time, meaning you have to close out of one if you want to review another. Additionally, it's difficult to order your requests - when you create a new one, it automatically receives an assignment number, and it may not be numbered consistently with other, similar requests.

We and our clients are always on the same page with the status of open items.

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.

How easy it is to use (for both my clients and my team), how organized it keeps document transfers between the client and my engagement team, the customer support feature, the ability to clone previous engagements' document request lists

I don't like not being able to move requests around within a section, once you add a request to a category it automatically goes to the bottom of that section and I can't drag it to another location within the section

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!

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.

It is really easy to use for both me and my clients to use. No more losing files or wondering if files got lost in email. It's all there for both of us to see. It is easy to set up and modify your request list and categories. And when I forget how to use a feature, the customer service chat can help me resolve it very quickly.

It is hard to think of anything. Sometimes I can't remember how to do something and I can't figure it out just by looking at my dashboard. But customer service is quick to respond to my questions and remind me how to use certain features so any problems are resolved immediately.

Being able to customize the excel template and upload a client-specific template each year. Also the search function is invaluable. We like that the reports can be made visible to a subset of the client users.

Resequencing the requests is problematic, the sort function needs work.

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.

There isn't any feature that I have come across that I do not like yet.

The ability to transfer and receive files too large for email, combined with the ability to limit access to specific persons. It is also super convenient that clients can drag requested files specifically to each request.

There is very little to dislike. Since we started using it, PBC requests have been a total game changer compared to prior products.

I appreciate how easy it is to import lists and drag and drop items into categories. I also appreciate the fun quirks like jokes and messages when signing out!

Some clients seem to have an issue with figuring out how to use Suralink. Perhaps there could be a better training or demo when users sign up, are invited to use, or log back in to use the software after a longer period of time (ex. 6 months).

Clients love it. If our clients are happy, then we are happy.

I wish there was an Administrator dashboard that showed me all of the uploads/activity since my last log on.

The part I like most about Suralink is its ease of access and simple-to-use functionality for both auditors and clients alike. It's really helped to simplify the PBC process and create efficiencies.

The part I like the lease about the software is the fact that, when you rollforward a request list, it does not rollforward the dates in the requests themselves. Other than that, I do not have any qualms with the software!

I love that you are able to lock/assign requests and the overall organizational capabilities of each grouping/section of an engagement.

It's confusing that when you create a new request, it is automatically the next sequential number so if requests are put into an already-created section, the numbers appear out of order and causes client confusion at times trying to find a specific request. Able to be circumvented with the search option

I like that this software is very intuitive. You are naturally able to figure out how to do many things, even if you are doing them for the first time. I like the "Help on this page" feature so you could easily research quick questions.

I don't like that in order to solve any problem we may have, small or big, it has to go through a support case. The support case usually take multiple days to resolve just because of the time lag between each response. I wish there was a direct customer service number we could call with questions.