OneDrive from Microsoft is a cloud storage and file syncing service.
$5
per month
Suralink
Score8.5 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.
$17
per month per firm user
Pricing
OneDrive
Suralink
Editions & Modules
OneDrive for Business Plan 1
$5.00
Per Month (Annual Commitment)
Microsoft 365 Business Basic
$5.00
Per Month (Annual Commitment)
OneDrive for Business Plan 2
$10.00
Per Month (Annual Commitment)
Microsoft 365 Business Standard
$12.50
Per Month (Annual Commitment)
Secure File Sharing Plan
$17
per month per firm user
Standard
$29
per month per firm user
Premium
$39
per month per firm user
Offerings
Pricing Offerings
OneDrive
Suralink
Free Trial
Yes
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
Optional
Additional Details
OneDrive can be purchased as a standalone tool, or as part of a Microsoft 365's business suite.
I can speak from my own experience: in cases where workstations are switched every year or so, one drive makes it very simple to keep things synced, even for very large files. This is even true for large files (such as video or CAD files) that are enormous.
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.
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
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
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.
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
I like Box better. If you sign into Microsoft using a personal account, be EXTREMELY careful. All of your downloads could suddenly be available to your entire company, and that is incredibly embarrassing. Did that happen to me? Not going to say, but just always check which MS account you sign into.
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
Using OneDrive is very intuitive and has been improved over the years. It's just like using native file management on either your Mac or PC. It's drag and drop functionality is easy and it clearly shows when files are uploaded to the cloud or if there are errors
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 has a good performance, the pages load normally, access to the files, management, reports, everything is working well. With regard to integration with other systems, we have not done so yet.
It's a Microsoft product so there is a wealth of information online both from Microsoft directly and from millions of users but as a corporate user we also have access to direct Microsoft support through a variety of avenues (phone, email, etc.). This makes finding answers to issues more accessible, however, it does also mean that any new feature requests will get buried.
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
Box is another file-sharing application that is very similar to OneDrive. Box falls short of OneDrive in its syncing capabilities. OneDrive is very quick with syncing so you never have to be concerned that you are not using the most up-to-date materials. Box was always a bit delayed and did not always accurately sync across systems. OneDrive benefits from being backed by Microsoft, so you expect the connection across applications that it allows. OneDrive also provides consistency for use and intuitive understanding because of that Microsoft consistency. I'd prefer OneDrive over Box.
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
OneDrive allows us to save much time on creating and archiving backup copies of our data. Microsoft gives a guarantee on the possibility of recovery of files or folders even from 30 days ago. It provides a great comfort of work.
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
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
