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Suralink

Suralink

Overview

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…

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Learn from top reviewers

SuraLink Advocate

Rating: 10 out of 10
November 1, 2023
IncentivizedVetted ReviewVerified User
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 secur...
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Andrew Bogren
Professional - Finance and Accounting
Audit Manager
Selden Fox, Ltd
Suralink4 years of experience
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Pricing

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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
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Product 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 TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews From Top Reviewers

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!

Users have made several recommendations based on their experiences with Suralink. The most common ones can be summarized as follows:

  1. 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.

  2. 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.

  3. 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.

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(1-1 of 1)

SuraLink Advocate

Rating: 10 out of 10
Incentivized
November 01, 2023
AB
Andrew Bogren
Audit Manager
Selden Fox, Ltd (Accounting, 51-200 employees)
Vetted Review
Verified User
Suralink
4 years of experience
Use Cases and Deployment Scope
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.
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
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.
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.
Most Important Features
  • File Security
  • Ease of Use
  • Organization of Files - Matching to Audit Requests
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
Alternatives Considered
Not Applicable.
Other Software Used
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