Name: Suralink
Price: 17 USD
Rating: 9.4 (3 reviews)
Author: Suralink

Customer Training

Help Desk

Web and Video Conferencing

Customer Support

Agile Development

Automation Testing

Beta Testing

Development

Student Management

Virtual Classroom

Education

Business Intelligence (BI)

Collaboration

Demand Planning

Internal Communications

Online Notary

Enterprise

Accounting

Accounts Receivable

Finance and Accounting

360 Degree Feedback Software

Applicant Tracking

Corporate Learning Management

Freelance Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Data Center Outsourcing (USA)

Data Deduplication

Data Privacy Management

Data Science

Email Verification

Ethernet Switches

Fraud Detection

IP Address Management (IPAM)

IT Service Providers

Integration Platform as a Service (iPaaS)

License Management

Load Testing

Migration

Network Performance Monitoring

Open-Source Database

Output Management

Privileged Access Management

Service Virtualization

Software Components

Web Content Filtering

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Audience Intelligence

Content Management

Email Marketing

Marketing Automation

Product Sampling

Social Media Management

Survey & Forms Building

Web Analytics

Website Builder

Marketing

Project Management

Video Conferencing

Professional Services

Auction Software

Customer Relationship Management (CRM)

Lead-to-Account Matching and Routing

Revenue Operations

Sales Consulting

Sales Engagement

Sales

Animal Shelter

Clinical Trial Management

Debt Collection

Last Mile Delivery

Lease Management

Legal Case Management

Nonprofit Advocacy

Online Ordering

Vertical-Specific

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### Audit Management
Users consistently highlight Suralink's audit management as a key strength, emphasizing its ability to streamline the audit process and enhance efficiency. The platform's intuitive interface and real-time status updates are commended for facilitating clear communication between auditors and clients. Additionally, users appreciate the customizable features that cater to the unique needs of each engagement, contributing to a more organized and structured audit workflow.

### Compliance and Legal Requirements
Users have highlighted the challenges faced in customizing requirements within Suralink, particularly in terms of modifying requirement numbers, reorganizing requirements, formatting descriptions, and filtering based on assigned users. On the positive side, the platform's ability to streamline the creation of Audit PBC templates across multiple legal entities has significantly reduced administrative burdens for organizations with complex structures. However, there are suggestions for improvement, such as the desire for dynamic PBCs based on questionnaires to automate the process further. Despite these mixed sentiments, users acknowledge the progress made in enhancing compliance and legal requirements management within Suralink.

### Document Handling
Users generally appreciate Suralink's efficiency in document handling and organization. The platform's ability to provide a centralized location for uploading, tracking, and sharing documents has been well-received. While some users have encountered occasional bugs or navigation challenges, the majority find Suralink's document handling features user-friendly and effective. The option to categorize, comment on, and organize documents within the software has been particularly praised for streamlining the audit process. Additionally, the secure and confidential method of sharing sensitive documents has contributed to smoother audits for many users.

### File Security
Users generally find Suralink's secure and confidential file storage capabilities to be a key advantage. While some users appreciate the ease of use and the peace of mind that comes with knowing their sensitive information is stored securely, others have expressed concerns about the user interface and the learning curve associated with the platform. Despite these mixed opinions, the consensus seems to lean towards acknowledging the strength of Suralink's file security features in providing a secure method for storing and sharing confidential documents.

### Data Organization
Users consistently praise Suralink for its exceptional organizational capabilities. The added organizational aspect has proven to be very beneficial for both users and clients, making it easier to track requests and manage documents efficiently. Clients have expressed satisfaction with the ease of use and the secure storage of their information within the system. The transition to Suralink has resulted in improved file submission timelines, indicating a positive impact on data organization processes.

### Client Communication
Users have expressed mixed opinions regarding Suralink's client communication capabilities. While some users appreciate the platform's ability to streamline communication and provide a centralized location for all audit material and interactions with clients, others have highlighted areas for improvement. Some users find it challenging to navigate the platform and suggest enhancements such as integrating documentation for test procedures and improving the overall auditing process. Despite these varying perspectives, many users acknowledge the value of Suralink in facilitating client communication and enhancing collaboration during audit engagements.

### Customer Support and Satisfaction
Users consistently praise Suralink for its user-friendly interface and efficient organization of audit materials. When it comes to customer support and satisfaction, reviewers have expressed overall satisfaction with the platform's support team. Clients appreciate the prompt assistance provided by the customer support team in resolving any issues that arise. The platform's ability to centralize communication and store information securely has garnered positive feedback from users, contributing to a smoother audit process. In general, users seem content with the level of customer support and satisfaction offered by Suralink.

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.

Secure File Sharing Plan

Standard

Premium

Dropbox is a cloud storage solution, equipped with features that help users to save time, improve productivity, and collaborate with others. Users can edit PDFs, share videos, sign documents, and collaborate with stakeholders without leaving Dropbox.

Basic

Plus

Essentials

Business

Business Plus

Mattermost from the company of the same name in Palo Alto is a messaging, collaboration and communication platform providing high security and compliance for the businesses that need it.

Free Self-Hosted

Professional

Mattermost

Suralink

File sharing is the process of sending electronic files directly to another device or a server. Businesses use file sharing as a method of promoting team collaboration. Once a file is shared, other users can view it and make editing suggestions. Online file sharing requires a centralized location, in the form of physical hardware or a remote server, to store all of the information.

File Sharing

Likelihood to Recommend

Microsoft 365

CCH Axcess

Wolters Kluwer CCH ProSystem fx

Audit Manager

Suralink 2023-10-27 14:02:07

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Home

File Sharing Services and Platforms

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

Wolters Kluwer CCH ProSystem fx, Microsoft 365, CCH Axcess

Suralink

Overview

What is Suralink?