Livestorm vs. Suralink

Livestorm is well suited to use when you need to reach a group of more than ten people. It wouldn't be a good solution if you wanted interaction from the audience in more than the form of chat.

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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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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

• Very intuitive to use and easy to customize.
• Excellent customer service.
• Lots of good data for analytics.
• Participants do not need to download anything.
• Feedback and recommendations are acted on.
• Easy to logistical information on registrants and attendees.
• Supports integrations.

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Independently Invited by TrustRadius

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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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• It would be helpful to have higher quality replays

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• 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

Making sure the permission settings for your camera, microphone or browser can sometimes be tricky. If we have a guest, we always have to double-check these. It's also not super intuitive that you need to "Get on Stage" from the webinar page.

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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 customer service representatives are extremely attentive. They do an excellent job of trying to understand the scope of the issue and follow it through until it has been resolved. When I have provided them with recommendations for improvement they have taken them to heart and many times implemented them. I trust that if I ever have a problem they will be there to help

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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

• It's been great! It's the very bottom of the funnel for us so it helps accelerate leads and create opportunities.

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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