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 7.7 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.
I would definitely recommend WeTransfer - especially the paid version. I feel like all of the shortcomings with the free service (file size limit & content deletion after 7 days) are all fixed when you upgrade your account, and the service is not very expensive. It only costs $12/monthly or $120/annually. WeTransfer makes it so easy to send files, and the additional features such as creating a link to your content & password protection are great. Very straightforward & easy to use.
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.
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.
I did not choose to use Image Relay, the client did. I really like Image Relay and the fact that you can organize files in different folders, but not the fact that you have to create an account, have access to all the files and folders, and remind passwords. With WeTransfer skipping all these requirements, it is way easier and faster.
