Suralink Reviews

I like how easy it is to visualize what items have been submitted from the client and what we are still waiting on.

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.

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

not as user friendly as a smartsheet, and a little more limited in abilities

Everything works well, sometimes need more time to load.

Sometimes I couldn't download the firm upload files

Status update/email notification.
Easy to upload and download documents.

Sometimes Search function is not responsive.

- Very intuitive & user friendly
- Significant time savings in managing and obtaining documents from clients

- 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

I like the ability to import from Excel a spine for requests.

The user interface could be better. The layout is a little busy and confusing to navigate at first.

The ability for clients to upload files and for everyone on the team to be made aware of when they do so.

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.

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.

Maybe the design, it is not that appealing but honestly it does not matter that much to me.

It's very user friendly. I can see % completion through graph.

Setting up a open item list takes time because I need to use template list.

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.

Suralink is a great way for clients to see an organized needs list of items needed for an audit. It tracks if items have been loaded. It allows you to mark items complete so that know what is open and what is closed. Finally it gives a timeline and history of activity. It is a huge improvement over trying to sort through emails to determine if something was received and what items on the needs list were still outstanding.

There is a learning curve with some client. Some, more traditional clients, still prefer to just use email and then you are using two different organization systems and it reduced the effectiveness of Suralink. That's not the problem of the software but rather people's unwillingness to change. The software Sometime I like to load to use the software to view files rather than move them to a folder and tracks every time you open it. It should track the first time it is opened, and then stop. the other history is not of much value.

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.

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.

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.

Very easy setup and use
User friendly
Reduced administrative coordination time on projects
Real-time look at job progress
Live support
Timely communication

Notifications can be cumbersome
Would like ability to resend link to published documents to clients - like a remind link so they are invited to view again (as opposed to having to re-publish)

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.

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.

Task assignments, project organization, file transfer, evidence repository

Not an option for N/A (Not Applicable) for a Request State. You can select "fulfilled", "Returned", and "Accepted" but it would be very helpful to be able to see the N/A items. We created a template for our customers but not all items are applicable to all customers.

I can only select "remember this computer for 30 days" on one system at a time for multi-factor authentication. I use my laptop on site and my desktop at home and I would like to be able to have both systems remembered.

I liked the easy interface and it is very user friendly. I am able to delegate certain tasks to others as well as restricting viewing options for sensitive data. Visually, this software shows how far along a client has fulfilled requests and one can gain a sense of the client's readiness. Also, this software tracks all activity (client and firm) which is extremely useful.

It can be a bit confusing on how to upload/delete files when you're first learning the software. Also, because its cloud-based, if there are any internet issues, you cannot access the account but that is typically a minor issue.

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.

It is very user friendly. It has helped tremendously with becoming more efficient with our audit engagements. The entire audit team has access to all of the requests so we are not constantly bugging the client for the same items. Also I love the time/date stamps on everything because it has helped us with our hard meetings when clients are frustrated on timing. MAny times we refer back to when we requested items vs when they delivered.

I really have no cons to the software. It has really been a great tool for us.

I like that this is an easy platform to share files between the client and the firm. The requests can be rolled forward to the next period easily. I also like that you can set up controls over who has access to the client information.

Sometimes switching between windows isn't the most logical, but it is easy to figure out.

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.