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.
$17
per month per firm user
WeTransfer
Score 7.6 out of 10
N/A
WeTransfer offers a large file transfer service which includes up to 20 GB transfer with its Pro service, as well as 100 GB of cloud storage.
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.
It is the most appropriate tool to quickly share documents with someone you don't want to give access to your company's own online library, yet you have to share files. It's great that there's no need to create a user, nor for uploading or downloading files. Just have in mind that the documents on the link have an expiration day!
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.
As noted previously, sometimes it can take more than once to upload and share a file if you are using Chrome. It doesn't happen often but of course it always seems to when we are on a really tight deadline. It just takes patient in those cases
WeTransfer is extremely reliable 99% of the time. There has been twice in 4 years that their service was unavailable due to server outage for several hours.
I've only reached out to WeTransfer support once, but they were prompt, courteous, and answered my question. I assume that future interactions would be the same, I'm looking forward to being a long term customer.
Dropbox is too complex and unreliable to use. I have had many headaches with files not downloading properly, going missing or not opening. I have to spend a lot of time to figure out what I need to do. And just as you think you have everything under control, you set up a nice work environment with organized folders, you realize your storage space is up anyway! Since I've discovered WeTransfer, I never went back to Dropbox.
