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 9.2 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.
Let me describe a scenario that happened recently in our organization's marketing team storing thousands of images videos and pdfs and Dropbox is done a great perfomer in this situation by the product features which is very helpful for the team, such as smart sync reduces disc usage, preview support for many media formats & Integrate with Adobe Creative Cloud.
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 can make projects available to editors so that they can do their work.
Dropbox is a place where I can store files that I can access from anywhere, even if I don't have my laptop with me at the time.
I have an old friend who is an acting professor in Tokyo. He loves the dialogue that I write in my novels. He converts chapters into scenework for his acting students. They get very excited when there's new material!
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.
It works extremely well, and we have never had any issues with connecting or sharing files. It's very easy to use, and any team member can share, add, and delete files to a virtual drive. This is extremely helpful, and it's an amazing tool to use, ensuring everyone can connect and work together effectively.
I really recommend the product for the Dropbox availability is a great having very very less downtimes, they errors are less I have been faced yet, due to connectivity sometimes we are getting errors. Only sometimes the limitations of some features show some errors.
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.
The person for corporate product dealing and knowledge of the product explore and better and secure use are properly handover to us. Also provide full software and tool training from the basic to the pro level with each and every possible explanation. Provide many sessions regarding every doubt. Also Guide better suitable options for our business to migrate and integrate for the expansion in all places employee smoothly.
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.
I prefer the layout and visual aspect of Dropbox as it mirrors my files on my computer. I feel that I am more organized, and it's easier to find my files in Dropbox than it was with Google Drive.
I would recommend to this product directly to the sales team of Dropbox for the best deal provide to my referred person and provide the best service to them.
It's easy to integrate with the systems of Windows and Linux, easy to have web versions accessible, which provide the web login credentials. Also, it can be installed for individuals for the best autosync features.
When it works (usually if a client already has Dropbox, so they don't get the solicitation to sign up), it works flawlessly.
I've had multiple clients not see the "continue with download only" at the bottom and email me to resend the media another way because they don't have a Dropbox account.
