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SuraLink Advocate
November 01, 2023

SuraLink Advocate

Andrew Bogren | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Secure File Sharing Plan

Overall Satisfaction with Suralink

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.

Do you think Suralink delivers good value for the price?

Yes

Are you happy with Suralink's feature set?

Yes

Did Suralink live up to sales and marketing promises?

Yes

Did implementation of Suralink go as expected?

Yes

Would you buy Suralink again?

Yes

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.