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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Suralink

    Score8.4 out of 10
    Mid-Size Companies (51-1,000 employees)
    Suralink is a cloud platform for accounting firms to request, collect, test, and review client documents during engagements. Firms use it for financial statement audits, reviews, and compilations, and for benefit plan, SEC, SOC, A-133, M&A, IT and cybersecurity, and forensic engagements. The vendor also positions it for tax, internal audit, and advisory work. It replaces email threads and spreadsheet-based PBC (provided-by-client) lists with a shared workspace that the firm and its clients…N/A

    Triofox

    N/AN/ATriofox, from Gladinet, is a solution to modernize remote access for a hybrid workforce. It is a remote access solution for on-premises file servers and cloud data. Triofox enhances existing Windows file servers and cloud storage with secure remote access, mobile file sharing, and data protection while addressing business concerns about security, privacy, compliance, and control. Triofox is used to enhance the productivity of mobile workforces without sacrificing data ownership, data privacy,…N/A
    Pricing
    SuralinkTriofox
    Editions & Modules
    No answers on this topic
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    Offerings
    Pricing Offerings
    SuralinkTriofox
    Free Trial
    NoYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeOptionalNo setup fee
    Additional Details——
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    Best Alternatives
    SuralinkTriofox
    Small Businesses
    No answers on this topic
    Egnyte
    Score9.3 out of 10
    Medium-sized Companies
    No answers on this topic
    Egnyte
    Score9.3 out of 10
    Enterprises
    No answers on this topic
    No answers on this topic
    All AlternativesView all alternativesView all alternatives
    User Ratings
    SuralinkTriofox
    Likelihood to Recommend
    10.0
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    SuralinkTriofox
    Likelihood to Recommend
    Suralink
    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
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    Gladinet, Inc
    No answers on this topic
    Pros
    Suralink
    • 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
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    Gladinet, Inc
    No answers on this topic
    Cons
    Suralink
    • 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
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    Gladinet, Inc
    No answers on this topic
    Return on Investment
    Suralink
    • 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
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    Gladinet, Inc
    No answers on this topic
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