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
Verizon Cloud Portfolio
Score 7.0 out of 10
N/A
The Verizon Cloud is a cloud storage solution, integrating technologies from CloudSwitch (acquired in 2011).
N/A
Pricing
Suralink
Verizon Cloud
Editions & Modules
Secure File Sharing Plan
$17
per month per firm user
Standard
$29
per month per firm user
Premium
$39
per month per firm user
No answers on this topic
Offerings
Pricing Offerings
Suralink
Verizon Cloud Portfolio
Free Trial
No
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
Optional
No setup fee
Additional Details
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More Pricing Information
Community Pulse
Suralink
Verizon Cloud
Features
Suralink
Verizon Cloud
File Sharing & Management
Comparison of File Sharing & Management features of Product A and Product B
Suralink
-
Ratings
Verizon Cloud
6.9
2 Ratings
19% below category average
Video files
00 Ratings
7.42 Ratings
Audio files
00 Ratings
5.62 Ratings
File search
00 Ratings
6.72 Ratings
Device sync
00 Ratings
8.02 Ratings
Cloud Storage Security & Administration
Comparison of Cloud Storage Security & Administration features of Product A and Product B
Suralink
-
Ratings
Verizon Cloud
6.8
2 Ratings
24% below category average
User and role management
00 Ratings
7.02 Ratings
File organization
00 Ratings
7.02 Ratings
Device management
00 Ratings
6.32 Ratings
Cloud Storage Platform
Comparison of Cloud Storage Platform features of Product A and Product B
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.
I think this service works very well for me, but I have been a Verizon customer for almost 15 years. If you are someone who hops carriers it may not be the best fit. I also like that you can easily use it with all of your employees regardless if they prefer Android or Apple phones. (Whereas using Apple's or Google's services may not work seamlessly for all phones.) I think it still has room for improvement, and sometimes I worry about the longevity of utilization due to the nature of cell phone carriers constantly changing prices, plans, and every option under the sun to make a buck that we could be very screwed in the future if Verizon does something stupid (because historically, they all have)
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.
The home screen shows a little bit of everything, but being a control freak, I would like to be able to customize it. (Granted, it would most likely have most of the same elements, but, for example, I don't need photos scrolling across the top. I'd rather have buttons like quick links to jump directly to what I want or to see a further bird's eye view of the content.
I like receiving notifications that a back-up is complete, but I would like to be able to set what other notifications are and aren't allowed to push to my phone.
I have set Verizon Cloud to back up on wifi OR using the data network. But if you are using wifi while doing a content restore and you lose that connection, either by leaving the building or the local wifi dropping out momentarily, the entire content restore will stop and need to be restarted. This can be very frustrating.
All of the others provide more free storage. Verizon should out best or at least equal the best when you are already a Verizon data subscriber. It seems that by not doing this that they want to "nickle-and-dime" their already loyal customer base
Thus far is has been a positive experience, and has saved a lot of man hours of both employees who replaced their phones to the IT department trying to help them put everything back no longer needs to go through a lengthy process.
The cost of this option is a bit higher than I'd like. I think Verizon is a little too proud of a product that every company is now starting to offer.
There is a free version with limited space, so at least trying it out to see how it will fit with your needs isn't much of a risk.