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
WinZip
Score9.5 out of 10
N/A
WinZip is a utility for file management, compression, encryption, and backup. With banking-level security, it keeps files safe while optimizing storage space both locally and in the cloud. It also offers robust sharing options, automated backups, and PDF and image management capabilities to fuel workflows beyond compression.
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
The standard suite will work for most users, but you have to upgrade to the pro suite or the unlimited suite in order to get the cloud sharing for multiple accounts. So, if you are looking at just sending documents from one user to another user, the standard version will work, but if you are trying to use it as a calibration software, you will need to upgrade all users to the more expensive version to unlock those features.
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. TR verified that a representative sample of customers was invited. 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
As was previously mentioned one of the greatest strengths of the program is the versatility of using across multiple platforms or being able to open the corresponding zip files on multiple platforms without having to install additional software.
Another strength it has in the the graphical user interface (GUI). It is, and always has been, one of the better ones in the industry, as compared to other compression software.
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
When the dashboard comes up, it is not always intuitive as to the location of where files are going when unzipping; you have to click on the file to have the dialog come up.
Password-protection usage is complex.
Fewer icons as the number of them can be confusing.
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
Because it is very easy to use, also have been using the product for ages not only within the company but personally, it's just very convenient to have in any system, it does not slow down my computer, it only takes a few minutes to set up and it's just compatible with almost any system
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. TR verified that a representative sample of customers was invited. More Info
If you are not familiar with WinZip Safe Media and do not know the icons, it can be challenging to find exactly where to load files for a transfer. The settings are limited unless you have the administrator program loaded and you are a system admin. Overall, it is a great product.
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
Listen, nobody can get a perfect 10 (just ask your boss at review time, you can't say you are a 10 because then you'd have nothing to strive for!). WinZip's Support team knows their product, which is a fantastic thing to hear, unlike when you call giant companies (Microsoft, Vipre, and Norton) and their turnaround in their support center is so disgusting that their Support team only knows how to read off of a script
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
7Zip is a freeware file compression software that does a lot of the same core functions as WinZip but lacks the cloud functions of WinZip. If you need to share extremely large encrypted zip files and don't mind paying, WinZip is a very powerful software and will get the job done.
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. TR verified that a representative sample of customers was invited. 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
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
