Ignition vs. Suralink

Ignition (initially called Practice Ignition) performs quite well at proposal building, contract development, tracking and invoicing, payment and collections. The only issues where I see Ignition not being a good fit is in smaller firms that require a more feature rich plan. A perfect example is a solo firm has a limited number of proposals they can activate, and would have to spend extra for additional features like multiple e-signatures.

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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.

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• Automatic Payments: You set up a proposal to collect payments once and you don't have to worry about bugging the client for payment every month.
• Amazing support: I have always received answers from the support team within the same day. They are very patient and understanding.
• Integrates with Xero: It integrates with our accounting software, making reporting faster.

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• Live open items list for both the engagement team and the client
• Secure file transfer with ease and customization for alerts
• Optimal encryption for data security and safety

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• The charge back process is messy and not transparent enough. When there is a charge back, PI deducts the amount from other payments settling on the same day, and does not provide a break down of the amounts. This makes it impossible to track without getting help from support.
• PI should send email alerts monthly (or at some interval determined by user) for expiring engagements.
• PI should allow the client to make service selections -- we should be able to offer 2 or 3 options under a service offering, and the client chooses and sees the impact on monthly/annual pricing.
• PI should allow for more than 2 templates (Business and Individual).
• PI should integrate with Jet Pack Workflow to automate the creation of new jobs once a proposal is approved.

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Independently Invited by TrustRadius

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.

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Independently Invited by TrustRadius

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

The Ignition product is quite usable for the average user. The app has preloaded templates that can get even new-hires to navigate the software and set up proposals. The only area where I see the Ignition product lacking is the additional fees smaller firms may have to pay to get the full feature advantages of the product.

Incentivized

Independently Invited by TrustRadius

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

You aren't able to customize the design of the proposal, but it surpases everything we have ever tried. It's easy to use and quick to learn.

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Independently Invited by TrustRadius

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

• We have reduced our A/R by 60% and expect to completely eliminate A/R by the end of this year.

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Independently Invited by TrustRadius

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

• Positive - Significantly reduced time searching for files that correspond to audit requests
• Positive - Reduced time creating list(s) of open items or documents that remain needed from the client, as the portal serves as a "live" request list
• Positive - Integration with EXCEL for PBC lists of items needed, which removes the need for a special format list to import correctly

Incentivized

Independently Invited by TrustRadius

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