#1 most frequent
United States of America
90.3%84 installations of 93
What is Suralink?
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.
Categories & Use Cases
Who Buys & Uses Suralink
#2 most frequent
Canada
3.2%3 installations of 93
#3 most frequent
Germany
2.2%2 installations of 93
SuraLink Advocate
Use Cases and Deployment Scope
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.
Pros
- 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
Cons
- 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.
Most Important Features
- File Security
- Ease of Use
- Organization of Files - Matching to Audit Requests
Return on Investment
- 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
Other Software Used
Wolters Kluwer CCH ProSystem fx, Microsoft 365, CCH Axcess