Suralink

4,7 (398)
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Solution de gestion des flux de travail pour les entreprises de comptabilité

Note globale

4,7 /5
(398)
Rapport qualité-prix
4,7/5
Fonctionnalités
4,5/5
Simplicité d’utilisation
4,6/5
Support client
4,6/5

97%
des utilisateurs recommandent cette application
Classer par

398 avis

Robert
Note globale
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 1 001–5 000 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d’utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

One of the best Provided By Client documentation system

Publié le 2020-02-19

The benefit is that Suralink provides the absolute best environment for users of any technical...

The benefit is that Suralink provides the absolute best environment for users of any technical level to be able to use. As a PBC system, it works well to keep both the client and the users informed when new material is needed or has been uploaded.

Avantages

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.

Inconvénients

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.

Karen
Note globale
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d’utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Suralink Review

Publié le 2020-02-18

Avantages

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.

Inconvénients

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.

Tam
Note globale
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d’utilisation
  • Support client
  • Probabilité de recommander le produit 7.0 /10

Review

Publié le 2020-02-17

Avantages

Everything works well, sometimes need more time to load.

Inconvénients

Sometimes I couldn't download the firm upload files

Brian
Note globale
  • Secteur d'activité : Informatique et sécurité réseau
  • Taille de l'entreprise : 201–500 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Simplicité d’utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Suralink experience

Publié le 2020-02-17

My overall experience has been great. The people I have talked with via the live chat support...

My overall experience has been great. The people I have talked with via the live chat support channel have been very responsive and pleasant. They are "real people" - meaning they don't express false empathy by repeating the problem a customer says in their empathetic response. It may not be "false empathy", but this is a very common mode of operation for customer support interaction. Example: I am having problems with XYZ feature. Support response: I'm sorry you are having a problem with XYZ feature... I just want to talk with a real person who is not bound by scripted responses. Suralink support has always been awesome!

Avantages

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

Inconvénients

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.

Elisabeth
Note globale
  • Secteur d'activité : Services et technologies de l'information
  • Taille de l'entreprise : 201–500 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Simplicité d’utilisation
  • Support client
  • Probabilité de recommander le produit 7.0 /10

Intuitive and Customizable

Publié le 2020-02-18

Because our product and process can be a bit complicated or hard to keep in order, Suralink is...

Because our product and process can be a bit complicated or hard to keep in order, Suralink is helpful to compartmentalize different aspects of the process. Marking requests as resolved or rejected is helpful to help our customers focus on the things that are most important.

Avantages

Suralink is easy to learn; I haven't had any customers who are new to the software need help from me on how to navigate or upload/download documents which is a huge win!

Our product that we provide to customers is totally unique per client, so having a fully customizable interface is required. Suralink allows this to happen quickly and easily with the option of cloning specific requests or engagements, if applicable to make work more efficient.

Inconvénients

There are a few buys as far as display that could be improved:
- Comments sometimes post or reload with huge bits of gibberish as part of the text and remain that way indefinitely as far as I can tell. The text will run off the window making the comment much less useful.
- The functionality to mark the notifications as 'read' often doesn't update so it still has the unread icon even after confirming that things have been read multiple times.

Nick
Note globale
  • Secteur d'activité : Services financiers
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d’utilisation
  • Probabilité de recommander le produit 10.0 /10

The Best Client Portal Option

Publié le 2020-02-07

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.

Avantages

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.

Inconvénients

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.

Leah
Note globale
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 201–500 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Simplicité d’utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Leah's review

Publié le 2020-02-17

Absolutely fantastic software.

Absolutely fantastic software.

Avantages

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.

Inconvénients

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

David
Note globale
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d’utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Suralink Makes Auditors and Clients Happy

Publié le 2020-02-12

Overall clients are happier using Suralink, and it helps improve the efficiencies of our audits.

Overall clients are happier using Suralink, and it helps improve the efficiencies of our audits.

Avantages

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.

Inconvénients

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.

Neon
Note globale
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Simplicité d’utilisation
  • Probabilité de recommander le produit 9.0 /10

A Great and Versatile Tool for Auditors

Publié le 2020-02-07

An auditor's best friend, it would be hard to go back.

An auditor's best friend, it would be hard to go back.

Avantages

Suralink is a great piece of software. If everyone commits to using it, it allows auditors to be much more efficient and effective on keeping track of PBC lists, and allow clients to see what is open. This holds everyone accountable, and allows for much less back and forth between auditors and their clients. I also appreciate the fact that it is customizable, and the PBC lists can be customized according to the wants and desires on both sides of the table. Honestly, it would be hard to go back to excel based PBC lists.

Inconvénients

The only real problem with Suralink is the hesitation with certain clients on using it. It can be intimidating to them, and so, clients will not always take to it's use. There are also some small areas that I would like to be able to further customize, but it's nothing I can't deal with.

Nelson
Note globale
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Simplicité d’utilisation
  • Probabilité de recommander le produit 10.0 /10

A must have for CPA firms

Publié le 2020-02-07

Avantages

One of the best things about suralink, is it is easy to create a list of items you need, and everyone on your team and on the client side can have access to it. Everyone can see the files uploaded, and you can easily track what you still need, and what has been provided. It's a great way for clients to see their progress, and be able to provide documents electronically. It keeps documents organized, and our clients love it. It's much easier to use then having documents sent via email, and trying to keep track of everything via email.

Inconvénients

There are bugs in the software here and there, but for the most part, I've rarely run into issues. Every once a while the service will be down, but it usually is up and running again in about 10 minutes. To be honest, there really isn't anything I don't like about suralink. It is a must have for CPA firms.

Marcus
Note globale
  • Secteur d'activité : Sécurité et enquêtes
  • Taille de l'entreprise : 201–500 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis

Note globale

  • Simplicité d’utilisation
  • Probabilité de recommander le produit 10.0 /10

Great, but could be amazing

Publié le 2020-02-21

I love it. It could be slightly better, but so can everything else. Every customer that I work with...

I love it. It could be slightly better, but so can everything else. Every customer that I work with love that it is so much easier than what some of their other audit companies have used.

Avantages

The ability to organize and manage my audit engagements with each of my customers. It is fairly simple for every company that I have worked with to see what tasks were needed to be completed and what tasks were complete. The tracking feature at the top, the one that displays the percentages, is really useful for keeping the customer focused on completing tasks.

Inconvénients

The management side of things. It is difficult to change requirement number, reorganize requirements, format wording in requirement descriptions, and filter requirements based on assigned users. Each of these features would help me customize each project and manage my customers.

The filtering of requirements based on assigned users comment came directly from a customer. They had different users with client accounts in Suralink and the customers project manager wanted to filter requirements based on which employee he was talking to. I realize that this would be helpful to me as well.

Bradon
Note globale
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Simplicité d’utilisation
  • Support client
  • Probabilité de recommander le produit 8.0 /10

Suralink Review

Publié le 2020-02-07

We are solving the problem of clients taking a long time to upload documents. Having Suralink...

We are solving the problem of clients taking a long time to upload documents. Having Suralink notify clients that we are uploading documents or changing requests reminds them that we are doing an engagement and they need to provide us with the information to complete it.

Avantages

I like that you can roll forward engagements that have been completed in previous years. I also like that we can keep all our documents in one place, and it tells us when clients have downloaded or uploaded documents to the site. It makes it easier to keep track of our engagements.

Inconvénients

it is difficult to navigate and hard to find resources to know how to solve something. For instance, we need to be invited to an engagement before we can see any or upload any documents that we need for an audit. I would like to be able to search for client and request to be part of the engagement team. It is hard to know if the client has a suralink set up or not because this is not an option.

Chace
Note globale
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d’utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Excellent for privacy for your clients

Publié le 2020-02-07

I would recommend using Suralink as a private document upload site for any company that wants to...

I would recommend using Suralink as a private document upload site for any company that wants to give their clients more sense of security.

Avantages

I appreciate that this software gives your clients peace of mind and a very private way to provide information to your firm and give them reassurance that their employees information won't be leaked on the web. It also is a great way to customize your requests to your client to get exactly the documents that you need from them.

Inconvénients

A few times the system has a glitch where I was not able to see my side of the Suralink and thus not able to download the documents that the client had uploaded.

Marquet
Note globale
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 501–1 000 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Simplicité d’utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Suralink Review

Publié le 2020-02-17

Suralink has been an extremely effective tool for my team and me and has created a significant...

Suralink has been an extremely effective tool for my team and me and has created a significant amount of efficiencies. I have had the best experience with the customer support feature as well, it easy to use and my issues are resolved within minutes most of the time.

Avantages

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

Inconvénients

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

Megan
Note globale
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d’utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Suralink is a Game Changer!

Publié le 2020-02-07

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.

Avantages

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!

Inconvénients

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.

Mike
Note globale
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d’utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Great Product. I'd Recommend It to Anyone

Publié le 2020-02-07

Avantages

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.

Inconvénients

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.

Dick
Note globale
  • Secteur d'activité : Informatique et sécurité réseau
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Simplicité d’utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Suralink made our job easier

Publié le 2020-02-07

As a secure method of attaching lots of evidence for a large number of requests, Suralink has...

As a secure method of attaching lots of evidence for a large number of requests, Suralink has proven easier for both our firm, and our clients to use, than other much more expensive solutions.

Avantages

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.

Inconvénients

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

Angela
Note globale
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Simplicité d’utilisation
  • Probabilité de recommander le produit 10.0 /10

By FAR one of my favorite accounting tools

Publié le 2021-01-21

Avantages

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!

Inconvénients

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.

Stephan
Note globale
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 1 001–5 000 employés
  • Logiciel utilisé toutes les semaines pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d’utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Unrivalled convenience

Publié le 2020-02-09

Suralink has made requesting and receiving of large data files, easy, organized, user friendly and...

Suralink has made requesting and receiving of large data files, easy, organized, user friendly and convenient with the ability to restrict access only to specific people in the same request setup. It has made a real difference to all in the public accounting industry.

Avantages

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.

Inconvénients

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

Brittany
Note globale
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Simplicité d’utilisation
  • Probabilité de recommander le produit 10.0 /10

Functional & Fun!

Publié le 2020-02-25

Suralink is a great solution for safely and securely sharing files between associates and across...

Suralink is a great solution for safely and securely sharing files between associates and across networks. It is overall very convenient and user-friendly.

Avantages

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!

Inconvénients

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).

Allison
Note globale
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d’utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

It's a good product

Publié le 2020-02-07

We are moving to paperless audits and tax work, which is a big deal for a public accounting firm.

We are moving to paperless audits and tax work, which is a big deal for a public accounting firm.

Avantages

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

Inconvénients

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

Henry
Note globale
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d’utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Efficient and easy to use!

Publié le 2020-02-07

Avantages

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.

Inconvénients

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!

Noah
Note globale
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 1 001–5 000 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d’utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Outstanding

Publié le 2020-02-17

The Suralink team has developed an incredible tool that works flawlessly. This tool is a game...

The Suralink team has developed an incredible tool that works flawlessly. This tool is a game changer. If you are using excel sheets and shared folders you are living in the stone age.

Avantages

Ease of use and user experience is awesome. Reliability is very high.

Inconvénients

Nothing to note. The software has performed well for us over the past 5+ years and the team has continually improved features.

Joey
Note globale
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d’utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

The Best

Publié le 2020-02-07

Avantages

Suralink is incredibly easy to use. It has streamlined the evidence gathering process immensely. Clients love it, our people love it. It is an amazing tool. It has transformed our engagements.

Inconvénients

When you get to 100% on an engagement, the 100% doesn't fit on one line, it breaks into a second line. Is this a stupid "con"? Yes, most definitely, but it is the only "con" I have.

Taylor
Note globale
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Simplicité d’utilisation
  • Support client
  • Probabilité de recommander le produit 8.0 /10

Great Organization ./ Secure Upload Software

Publié le 2020-02-25

This is a great way to show your expectation of a client and the items that you will need. It also...

This is a great way to show your expectation of a client and the items that you will need. It also is a great secure way to share documents along with staying organized

Avantages

It is easy to use. You can customize how you would like. Helps with organization

Inconvénients

The other side of the Suralink cannot create requests. If someone uploads a folder it just dumps it all in instead of keeping it in that one folder.