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
Zoho WorkDrive
Score 9.2 out of 10
N/A
Zoho WorkDrive is an online file storage and content collaboration platform for teams, small businesses, and large enterprises. Introducing Team Folders, which enables teams of any size to work together more securely. It also offers access to a built-in office suite to brainstorm and ideate with your team in real time. WorkDrive supports mobility needs with its Android and iOS mobile apps and a desktop sync application.
$2.50
per month per user
Pricing
Suralink
Zoho WorkDrive
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
Starter
$2.50
per month per user
Team
$4.50
per month per user
Business
$9
per month per user
Offerings
Pricing Offerings
Suralink
Zoho WorkDrive
Free Trial
No
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
Optional
No setup fee
Additional Details
—
—
More Pricing Information
Features
Suralink
Zoho WorkDrive
File Sharing & Management
Comparison of File Sharing & Management features of Product A and Product B
Suralink
-
Ratings
Zoho WorkDrive
8.4
5 Ratings
0% above category average
Versioning
00 Ratings
9.05 Ratings
Video files
00 Ratings
7.24 Ratings
Audio files
00 Ratings
7.74 Ratings
Document collaboration
00 Ratings
9.25 Ratings
Access control
00 Ratings
9.25 Ratings
File search
00 Ratings
8.05 Ratings
Device sync
00 Ratings
8.65 Ratings
Cloud Storage Security & Administration
Comparison of Cloud Storage Security & Administration features of Product A and Product B
Suralink
-
Ratings
Zoho WorkDrive
8.8
5 Ratings
2% above category average
User and role management
00 Ratings
9.05 Ratings
File organization
00 Ratings
9.45 Ratings
Device management
00 Ratings
8.05 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.
Zoho WorkDrive is probably the best for small organizations because of its affordability and the easy of setting up. Zoho is very well suited for facilitating the sharing of documents securely to allow for efficient collaboration. It is also supported by enterprise grade security, making it well suited for storing and sharing documents securely.
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.
Very user friendly and I've had difficulties with many other CRMs/ WorkDrives. This one is definitely top notch. In fact, I used Zoho WorkDrive back in 2015 for my first company, then I worked for a company which also used Zoho WorkDrive and now I have another company and we're using it again.