DeliverySlip (formerly Zix’s Secure File Sharing) aims to make it simple for users to send large attachments in email—up to 100GB in size—securely. Plus, you can recall files, enforce rights management, and append legally binding e-signatures. The product is no longer available since Zix's acquisition by OpenText.
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Suralink
Score8.5 out of 10
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CPAs can use Suralink to manage PBC request lists, securely transfer documents, and improve the client experience. The Suralink platform combines a dynamic PBC list, assignment workflow, and secure file hosting with the goal of delivering a more efficient and organized engagement.
Zix Secure File Sharing (DeliverySlip) is well suited for people or companies that are constantly having to share or request sensitive information with/from customers: ACH, credit card info, financial info, etc. I think every finance department should use Zix Secure File Sharing (DeliverySlip). Also, every small business should use it because small businesses are so vulnerable to being hacked, and Zix Secure File Sharing (DeliverySlip) can protect you and your customers. However, Zix Secure File Sharing (DeliverySlip) would not be the easiest replacement to your regular email. If there were a way to integrate both, ] it would be amazing. But for now, you have to treat it as a supplemental email address.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
SuraLink makes perfect sense for a CPA firm that works with a number of clients. It provides easy access, and well-presented display of each client and the corresponding files provided. The security of the files is also imperative for sensitive client information. The format of the portal also allows for ease of understanding which files coordinate to what requests. This is in contrast to a something like a "drop-box" in which it is simply a list of files. This may not be the proper product for a smaller operation that only seeks secure file transfers on a non-regular basis. Additionally, for the smaller organizations, the cost may be prohibitive for little to sparing use. In those situations, a more simple secure file transfer options may be more advantageous.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
There seems to be a number of situation in which the site is down or experiencing difficulties. This makes it difficult to work with clients and obtain documentation.
When uploading a large volume of workpapers, there are occasions in which some or all of the files will not upload properly. This creates additional back and forth and frustration with the client for re-requests or follow-ups.
The email notification alerts could be stronger in how they are displayed and how the changes/updates are utilized.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Zix Secure File Sharing (DeliverySlip) is a step up from the regular email encryption options provided at the basic level of Microsoft emails. However, it does lack the integration and some features that Virtru has. Overall it still is a great choice for any company or person to protect their information online, and it is super easy to use.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
