Likelihood to Recommend 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.
Read full review It is the most appropriate tool to quickly share documents with someone you don't want to give access to your company's own online library, yet you have to share files. It's great that there's no need to create a user, nor for uploading or downloading files. Just have in mind that the documents on the link have an expiration day!
Read full review Pros 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 Read full review WeTransfer is very fast for uploading & downloading. WeTransfer allows you to see if the document was opened by the recipient & how many times. WeTransfer allows you to password protect documents. WeTransfer is extremely secure & safe to use. Read full review Cons 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. Read full review The price for Pro is a bit high. A way for free users to save an address book. The offline app isn't as robust as the web client. Read full review Usability As noted previously, sometimes it can take more than once to upload and share a file if you are using Chrome. It doesn't happen often but of course it always seems to when we are on a really tight deadline. It just takes patient in those cases
Read full review Performance WeTransfer is extremely reliable 99% of the time. There has been twice in 4 years that their service was unavailable due to server outage for several hours.
Read full review Support Rating I've only reached out to WeTransfer support once, but they were prompt, courteous, and answered my question. I assume that future interactions would be the same, I'm looking forward to being a long term customer.
Read full review Alternatives Considered Dropbox is too complex and unreliable to use. I have had many headaches with files not downloading properly, going missing or not opening. I have to spend a lot of time to figure out what I need to do. And just as you think you have everything under control, you set up a nice work environment with organized folders, you realize your storage space is up anyway! Since I've discovered WeTransfer, I never went back to
Dropbox .
Read full review Return on Investment 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 Read full review I haven't paid for this software personally, so I'm not sure, but $12/month is very reasonable if you are constantly sharing files. WeTransfer is fairly professional, so in my opinion, links sent to clients look more professional than using a link from Google Drive or Dropbox. Read full review ScreenShots