Onehub vs. Suralink

Onehub data rooms can be used to privately share sensitive financial data with multiple parties or just one. Onehub is easy to use and secure which puts our clients at ease when uploading and transferring financial data.

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

• Able to customize the pages where you keep files and documents, helping to keep organized.
• Uploading files is an easy process.
• Has reliable security for keeping documents safe. Uses a 2-factor authentication process.

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

• Design
• Sharing Portal

• 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

Our clients and staff enjoy the security level when sending sensitive financial data back and forth.

Incentivized

Again we love the tool

Incentivized

Onehub has the better security, but Evernote is more user friendly and more compatible with other programs the department uses. Onehub is good for sending documents to externals/clients and then having the document reviewed, but like the flow of other programs better. Onehub is more user friendly than OneNote and has the ability to collaborate with members outside of the department. OneNote is used more for internal collaboration where security is not as big of an issue, Onehub is better for shared outside of the department.

Incentivized

• Assuring clients of record keeping
• Client interest

• 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