Dropbox is a cloud storage solution, equipped with features that help users to save time, improve productivity, and collaborate with others. Users can edit PDFs, share videos, sign documents, and collaborate with stakeholders without leaving Dropbox.
$9.99
per month
Suralink
Score 10.0 out of 10
N/A
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.
If I need a specific file or want to access certain movies or music tracks, I download and store it on one device (e.g., PC), where DB is integrated into the file system. I can then effortlessly access this file on any device, like a tablet, where DB is integrated into the file system.
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.
I’d like to be able to hover over an image/document and have it expand/enlarge without actually opening it
I’d love to see a carousel that lets me thumb through more quickly
I’m almost always in thumbnail view. I’d like to see them re-organize automatically when something is moved or deleted instead of leaving an empty space.
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.
Dropbox is a user-friendly, easy tool which requires little to no skill and they offer a free version with a good amount of storage available. There are other file sharing tools available however at a cost. Dropbox free version I have used for years and it serves every purpose I need.
Because the program is simpler, it does not use large resources to run, and there are no problems on older operating systems. It is easy to use for both private and business use. It's a bit annoying that the same texts have to be rewritten multiple times. Consider whether you want the truth or for users to actually answer quickly and easily.
Dropbox is really useful, you can access any file from anywhere and you can upload and even edit files online, but, sometimes it can be slow. Downloading, uploading, and syncing is a bit slow, it can take several minutes. Furthermore, the search engine for large amounts of data can be slow too and it is not powerful.
They immediately responded like in an example that I gave where one of our staff members accidentally deleted the whole Special Hope Network Dropbox, we immediately contacted Dropbox they walked us through the steps of how to retrieve the information and luckily enough we were able to retrieve the entire Dropbox and we have had back and forth with Dropbox on what to do when an employee leaves how to remove them how to add another employee.
I did not personally take any training for Dropbox so I am self taught but I know when our Vice President selected Dropbox, he personally did do some training modules on it and I'm assuming it was very easy and simple to understand since he now acts like he is a pro at it!
I needed to stay current in improving my daily operations. Dropbox was suggested to me by a former colleague two-years ago and I've been using it just fine ever since.
Dropbox stands out for its simple interface, reliable file syncing, and strong version history compared to other storage platforms. While Google Drive is better for real-time collaboration and OneDrive integrates well with Microsoft Office, Dropbox offers faster file sharing, better organization, and smoother cross-platform access. We chose Dropbox because it’s easy to use, works across different devices, and keeps our files secure and accessible.
Being a small business, the pricing is a little steep for my organisation, specially when it's not directly reimbursable to my clients. But the confidence of being able to access all my years of work in a few clicks saves me huge amounts of stress and effort. It's true power comes to light when an unfortunate incident causes panic about probable loss of access to valuable data. It is delightful when it gets resolved without breaking a sweat. Hence, I would say that it is eventually worth every penny.
I am a designer, and I like to create a lot of options for my work. Each of these options is a potential asset which can be potentially monetised directly, or at a future date. Hence, being able to retrieve it at the right time is priceless.
