Notion vs. Suralink

If you want a customizable solution that can be adapted for just about any scenario, I recommend using Notion. If you need a solution that's easy to share with people outside your organization, Notion is great and allows individual or team permission-setting. If you want a turnkey solution, Notion might not be the best since it requires a fair bit of set-up. There are templates that can be purchased to handle this, but I haven't found them very helpful.

Incentivized

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.

Incentivized

• I love that you can create nested pages, allowing for separate sections to organize information as needed.
• I appreciate the convenience of effortlessly uploading images to any section.
• I appreciate that when adding links, you can embed them so the website displays directly on the page.

Incentivized

• 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

Incentivized

• I use Notion on my personal tablet, and unlike on the computer, I have a lot of difficulty editing backgrounds, GIFs, and page dividers. It's not as user-friendly, and often the elements end up cut off or misaligned, which is frustrating.
• While the current calendar feature is helpful, I'd love to see more customization options. The Google Calendar style isn't always ideal, especially for tasks without specific times or for ongoing projects that require daily maintenance.
• It would be fantastic to have more flexibility in customizing Notion pages. For example, I'd love to create planners with the freedom to add illustration boxes, stickers, or GIFs without being restricted to a fixed layout.

Incentivized

• 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.

Incentivized

We're too settled in the ecosystem and we have no major complaints with it. No reason to move unless you have a burning pain point

Incentivized

Very easy to use (I learned how to use everything on my own) and I was able to set up an entire ecosystem without any courses or other tools. I often say that Notion is like Lego for adults, because there we can use all the available tools to create a multitude of things, from funnels to projects with calculated deadlines and tags.

Incentivized

The company uses both Notion and Trello within the company. Notion is more for North America employees while Trello is used between Operation team overseas and in North America. Sometimes it's a preference of how the tools look like for project management. I would say both Notion and Trello are nice tools and serves our needs.

Incentivized

• It has streamlined our processes across various teams to all work from a signle source of truth
• Maintaining this source of truth is a full time job
• It has reduced our overall tool set by completely eliminating two other softwares we were paying for

Incentivized

• 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