TrustRadius Insights for Suralink are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Recommendations
Users have made several recommendations based on their experiences with Suralink. The most common ones can be summarized as follows:
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.
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.
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.
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.