Skype for Business was an online messaging and conferencing tool, now superseded by Microsoft Teams.
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Suralink
Score8.5 out of 10
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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.
Skype for Business, now part of Microsoft Teams is a remote/virtual team collaboration tool must have...especially if you already use Microsoft tools. Of course, since it now part of an MS 365 subscription, it really doesn't make sense to use anything else. It is easy to use and just works. I'm not sure how anyone who works with digital files/documents and needs to work with other people doing similar work can be effective without such a tool. Of course, there are a number of alternatives like Zoom or Webex, but why pay or use another separate tool if you don't need to. :-)
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
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
Instant messaging to anyone who we know only by name/email. Even if they're offline, they get the message in missed convos and a notification automatically goes to them via Outlook mail. All conversations are saved and accessible via Outlook.
Video and voice calls are a norm in the WFH scenario, and an average employee has around 4-5 calls a day. Skype gives notifications for upcoming meetings, allows easy scheduling via outlook calendar, and its audio/video quality [is] reasonably good compared to the amount of data it consumes.
Status availabilities - in the WFH scenario, you could be off for lunch, out of office, busy, sharing screens - and might not want to be disturbed. Skype allows you to do that, and in case you're off, ensures that you know that you have missed messages.
Screen sharing - we have to share screens at least once or twice a day with a coworker when working on some issues/features, and Skype easily lets us do that. One of the best things about Skype is that the screen can be shared without being on a video/voice call - which is of immense advantage because oftentimes, you could prefer sharing the screen, while it [is] too noisy to talk.
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
Connection issues can be hard to diagnose when they come up(as some knowledge of server information may be needed to reestablish as the connection troubleshooting options on the sky are not as user-friendly as the rest of the platform.
Some issues setting up camera/sound could use more info on troubleshooting options with playback sound, video, etc.
Statuses sometimes are unreliable and do not display correctly .
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
The software is simple to install and configure. It is rather simple to explain for correct use. It is possible to profile users for the different functions offered. It is integrated quite completely with Outlook and with Active Directory security. It performs all communication functions well with one or more interlocutors and the possibility of granting control of your computer is convenient.
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 easy to use. Even though Microsoft Teams has a lot of features and integrations, as a user I feel completely comfortable on finding what I need, getting information about the app extensions and using them. It's a very comprehensive tool, intuitive design and does not make me feel tired to be using it. I am glad with the current experience.
I have only had to reach out to the Support team at Skype for Business once with an issue, and I was pleasantly surprised and encouraged by the quickness and thoroughness of their response. The wait time was short and my question was dealt with politely and clearly, so I would say the support team has it together.
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
Skpe for business is utilized company wide in regards to my company. Everyone not only uses it, but uses it often. It is an effective way of communicating. It also integrates very nicely with outlook and all conversation history is pushed to a folder within the outlook system. We also have it so that if someone misses a message, they are sent an email reminder saying that there is a message that went unread.
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
For the below reason I will always choose this app over its competitors: Better audio and video quality, Little to no disconnections or freezing when on a call/video conference Integrates well with mailbox/ calendar/ one drive, and SharePoint is easy to use
Skype for Business has enabled a migration in part away from fixed line telephony and introduced the user to mobile working with a headset which cannot be overstated as being a game changer.
Being able to schedule Skype for Business meetings through Outlook has meant meetings with colleagues without a meeting room has been a great enabler.
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
