ShareBase is a cloud-based, enterprise file sync and share solution from Hyland, that provides a simple experience to store, search for and share content securely. Going forward Hyland will no longer offer the product.
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Suralink
Score 9.2 out of 10
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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.
Sometimes, there are professors and teachers that need to share with other people of the same department certain information to help them to improve their classes or just to communicate something that might be easily uploaded there than in other platforms or software. Also, it can help people of different departments to be aware of the contents that students are seeing constantly in classes.
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.
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.
I think that there is important to understand that there are some software or platforms that more than stacking up between them, complement each other to have a great diversity of tools and instruments for creating and presenting information in different ways. In this case, ShareBase is completely different than most of these pages and that makes it a valuable tool.
