Suralink Erfahrungen

I love the security that comes with using this product. It is very easy to communicate with clients via suralink and reassure them that their information would be handled carefully and securely.

I don't like that there isn't an option for push notifications and I have to type a passcode in each time I login.

I like how easy it is to visualize what items have been submitted from the client and what we are still waiting on.

I don't like how it shows when we download files in the comments. If I download a file multiple times I don't want my client to see that.

Everything works well, sometimes need more time to load.

Sometimes I couldn't download the firm upload files

works well for PBC lists (provided by client) helps with client communication and has a good interface for back and forth conversations on various requests. generally easy to setup, navigate, and use

not as user friendly as a smartsheet, and a little more limited in abilities

Status update/email notification.
Easy to upload and download documents.

Sometimes Search function is not responsive.

- Very intuitive & user friendly
- Significant time savings in managing and obtaining documents from clients

- Not integrated with document management systems or firm management systems, so it is a manual process to setup clients/users and then transfer documents into the main system

I like the ability to import from Excel a spine for requests.

The user interface could be better. The layout is a little busy and confusing to navigate at first.

The ability for clients to upload files and for everyone on the team to be made aware of when they do so.

I get logged out very fast, even though I set it not to do that. Would like it if when someone uploads multiple files to the same request item that it tells you what time they did it at.

I love how easy it is to plan out engagements with customers. It is really helpful when trying to coordinate what you need with what the client has prepared for you.

Maybe the design, it is not that appealing but honestly it does not matter that much to me.

Does what you expect it to do without the unwanted surprises. Overall I felt my experience using Suralink to be pleasant.

This might be a bit picky, but the interface did not have the feel of a more contemporary mobile app. Again this is being picky because it proved to be effective.

Suralink is super easy to use and instruct clients on - literally a drag and drop system. It tracks all movements in each request, has notes to go between you and the client, and is fully encrypted. Going from the old sharefile system or email system with excel sheets to this for our PBC list has been a complete game changer!! I have clients in India, a full 12 hour difference, and this has completely changed the communication issues we've had. I can reject an item, put in a comment, and they immediately see that I have done so and correct it. I can't tell you how many clients have commented how much they love it too!

Occasionally, the software goes down, and the software relies on the internet, which can be patchy in spots. Support is always quick to get up and running as soon as possible.

Suralink is a great piece of software. If everyone commits to using it, it allows auditors to be much more efficient and effective on keeping track of PBC lists, and allow clients to see what is open. This holds everyone accountable, and allows for much less back and forth between auditors and their clients. I also appreciate the fact that it is customizable, and the PBC lists can be customized according to the wants and desires on both sides of the table. Honestly, it would be hard to go back to excel based PBC lists.

The only real problem with Suralink is the hesitation with certain clients on using it. It can be intimidating to them, and so, clients will not always take to it's use. There are also some small areas that I would like to be able to further customize, but it's nothing I can't deal with.

The ability to organize and manage my audit engagements with each of my customers. It is fairly simple for every company that I have worked with to see what tasks were needed to be completed and what tasks were complete. The tracking feature at the top, the one that displays the percentages, is really useful for keeping the customer focused on completing tasks.

The management side of things. It is difficult to change requirement number, reorganize requirements, format wording in requirement descriptions, and filter requirements based on assigned users. Each of these features would help me customize each project and manage my customers.

The filtering of requirements based on assigned users comment came directly from a customer. They had different users with client accounts in Suralink and the customers project manager wanted to filter requirements based on which employee he was talking to. I realize that this would be helpful to me as well.

The software does a great job of keeping engagements organized. In addition, clients like to see the status of requests and their current progress. It makes auditing much easier due to the cloud, so work can be done from anywhere with an internet connection.

One only con I can think of is that every time you log into the software, it will take you to a random client's page, and not the most recently visited. It can be annoying to have to click back into the current engagement. Another is that the software does not allow you to have multiple engagements open at once. Often, I have multiple active engagements, and Suralink will require you to close the currently open engagement if you would like to open another.

Task assignments, project organization, file transfer, evidence repository

Not an option for N/A (Not Applicable) for a Request State. You can select "fulfilled", "Returned", and "Accepted" but it would be very helpful to be able to see the N/A items. We created a template for our customers but not all items are applicable to all customers.

I can only select "remember this computer for 30 days" on one system at a time for multi-factor authentication. I use my laptop on site and my desktop at home and I would like to be able to have both systems remembered.

I liked the easy interface and it is very user friendly. I am able to delegate certain tasks to others as well as restricting viewing options for sensitive data. Visually, this software shows how far along a client has fulfilled requests and one can gain a sense of the client's readiness. Also, this software tracks all activity (client and firm) which is extremely useful.

It can be a bit confusing on how to upload/delete files when you're first learning the software. Also, because its cloud-based, if there are any internet issues, you cannot access the account but that is typically a minor issue.

Being able to customize the excel template and upload a client-specific template each year. Also the search function is invaluable. We like that the reports can be made visible to a subset of the client users.

Resequencing the requests is problematic, the sort function needs work.

It is very user friendly. It has helped tremendously with becoming more efficient with our audit engagements. The entire audit team has access to all of the requests so we are not constantly bugging the client for the same items. Also I love the time/date stamps on everything because it has helped us with our hard meetings when clients are frustrated on timing. MAny times we refer back to when we requested items vs when they delivered.

I really have no cons to the software. It has really been a great tool for us.

I like that this is an easy platform to share files between the client and the firm. The requests can be rolled forward to the next period easily. I also like that you can set up controls over who has access to the client information.

Sometimes switching between windows isn't the most logical, but it is easy to figure out.

Clients love it. If our clients are happy, then we are happy.

I wish there was an Administrator dashboard that showed me all of the uploads/activity since my last log on.