Mattermost from the company of the same name in Palo Alto is a messaging, collaboration and communication platform providing high security and compliance for the businesses that need it.
$0
per month per user
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.
I used Mattermost on a full remote company and it perfectly suited our collaboration and communication culture. The company dealt with privileged and personal information of a huge data base of users, so it was a significant advantage for our need to comply with industry regulations.
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.
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.
Mattermost has been an excellent tool for our business, allowing for a very cost-effective means of communicating, collaborating, and sharing project and business documentation and resources. The free community edition allows for simple installation on existing cloud server resources which results in significantly lower recurring costs compared to the competition
It's an extremely easy to use software, and I would recommend it to every company that is growing. I think they could improve their notification system, as it gets a little spammy sometimes and important notifications get lost. Also needs to improve the number of private chats that you are allowed to create.
We have not had to contact support for Mattermost ever. All that we have needed has been available in the documentation or website. One of our DevOps team members set it up in a couple of hours. The whole team was using Mattermost that same day. No support needed.
I feel slack is a bit more difficult to use overall than Mattermost. Mattermost makes the tasks of communicating across departments and team members easier, as well as giving the ability to share information via hyper links, attachments, and other forms of communication among every body here. Also, easier user interface
