SuraLink Advocate
We use SuraLink as our primary secure information transfer option. We work with a number of financial organizations in which the …
Starting at $17 per month per firm user
View PricingOverview
What is Suralink?
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…
Recent Reviews
Reviewer Pros & Cons
Pricing
Secure File Sharing Plan
$17
Cloud
per month per firm user
Standard
$29
Cloud
per month per firm user
Premium
$39
Cloud
per month per firm user
Entry-level set up fee?
- Setup fee optional
For the latest information on pricing, visithttps://www.suralink.com/pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $17 per month per firm user
Product Details
- About
- Tech Details
What is Suralink?
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.
Suralink Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
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(2)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Recommendations
Users have made several recommendations based on their experiences with Suralink. The most common ones can be summarized as follows:
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Users recommend going over Suralink with clients before using it for financial audits. This step is seen as crucial to ensure proper implementation and avoid client frustration. By discussing the platform's features and functionalities, auditors can set clear expectations and make the onboarding process smoother.
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Proper implementation is emphasized by users as a key factor in maximizing the benefits of Suralink. They advise taking the time to understand and utilize all the available features to their full potential. By doing so, users can fully leverage Suralink's secure and confidential features, ensuring a seamless client collaboration experience.
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Many users find Suralink's color-coded visuals to be highly helpful. These visual cues assist auditors in quickly identifying the status of documents or tasks, making it easier to track progress and manage workflows effectively. This feature is appreciated for its ability to enhance efficiency and streamline the audit process.
While these are the most common recommendations, each user may have specific preferences or requirements when it comes to utilizing Suralink effectively for financial audits. As such, it is recommended that individuals watch videos showcasing Suralink's usage on platforms like YouTube to determine if it aligns with their needs before giving it a try.
Reviews
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November 01, 2023
SuraLink Advocate
We use SuraLink as our primary secure information transfer option. We work with a number of financial organizations in which the information is highly sensitive and data security is of optimal importance. We utilize SuraLink as an open "To-Do" list on the audit engagements to keep a "live" track of our received and outstanding requests.
- 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
- 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.
- File Security
- Ease of Use
- Organization of Files - Matching to Audit Requests
- 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
Not Applicable.