It has provided a higher level of professionalism to our information request process while greatly reducing the administrative burden of tracking information requests.

Extremely user friendly, minimal training needed for staff or clients.

The only issue that we have had to date has been clients using extremely old web browsers, which is hard to label as a Suralink issue.

Overall a great project that is liked by both auditor and client. Only negatives are lack of notifications. When on a job for a week on a client both sides would like options of more regular updates even if that is hourly or immediate. Also ability to renumber the PBC list if items are added to make it easy to find in order.

Ease of use of the software for client and auditor.

Inability to renumber or move items around

Pretty good

The daily email notifications recap are great.

Mobile inaccessibility is a hinderance for field work.

The software is fairly easy to use. I really like the drag and drop option.

I don't really like that we are required to add "request list". I would like the ability it add folders where clients can upload information without it being called a "request list". This confuses some clients.

Very much enjoy my experience and my Clients do as well.

The color scheme makes the analyzing what is outstanding so much easier and easier for our clients as well

Sometimes the notifications are incorrect or don't disappear once i clear them.

1. The display is very user friendly and can easily be taught in a quick couple minutes crash course to both clients and coworkers. 2. Everything is instantaneous, just like email, so there is not wait time to obtain files. 3. The tracking mechanisms make it easier to stay on top of multiple engagements simultaneously and give a good picture on the progress of each engagement. 4. Rolling forward engagements from one year to the next is unbelievably simple and quick. Alleviates a lot of stress and time sensitivity in doing so. 5. The "yes delete" feature makes it very hard to accidentally delete requests, files, or engagements without intentionally doing so. Very useful when working with new company staff, as they are not familiar with the software.

1. To my knowledge, there is no way to delete firm provided files if you accidentally upload the wrong file. Instead, you have to delete the request altogether and then create it anew. It would be much easier to simply be able to remove firm provided files. 2. When rolling forward engagements from one year to the next, to my knowledge, there is no easy way to quickly do a find and replace to update years. For example, if we are rolling forward an engagement from 2018 to 2019 and there are 45 requests in the 2018 engagement that say, "as of December 31, 2018", there is no quick and easy way to replace 2018 with 2019. I believe you have to go through and manually change each one.

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.

I use this as a public accountant to satisfy our various requests from clients. It is very easy to use, create needs lists, pull support, edit requests, and track the status of items. I have also heard from many clients that it was very intuitive and easy to use.

I haven't experienced any large issues while using the software. If I am preparing or rolling forward a new needs list, it only gives me the option to establish one new "due date" for all requests, when in reality, there are many different due dates. Not a large issue; just more of a mild inconvenience.

Overall my experience has been excellent. If push notifications would be implemented I would have zero complaints.

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 always recommend Suralink to friends at other firms. It's super self explanatory and easy to use. It keeps things simple, but also is enough to get the job done.

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.

I like the software. It does what it is designed to do and I have not experience any functionality issues. It's great for audit.

Suralink is a great way for clients to see an organized needs list of items needed for an audit. It tracks if items have been loaded. It allows you to mark items complete so that know what is open and what is closed. Finally it gives a timeline and history of activity. It is a huge improvement over trying to sort through emails to determine if something was received and what items on the needs list were still outstanding.

There is a learning curve with some client. Some, more traditional clients, still prefer to just use email and then you are using two different organization systems and it reduced the effectiveness of Suralink. That's not the problem of the software but rather people's unwillingness to change. The software Sometime I like to load to use the software to view files rather than move them to a folder and tracks every time you open it. It should track the first time it is opened, and then stop. the other history is not of much value.

We noticed immediate results when it came to efficiencies. Our internal and client users have been very impressed with the product. We have only received positive feedback.

Very easy setup and use User friendly Reduced administrative coordination time on projects Real-time look at job progress Live support Timely communication

Notifications can be cumbersome Would like ability to resend link to published documents to clients - like a remind link so they are invited to view again (as opposed to having to re-publish)

Very Good. I accidentally deleted a whole binder once and had to call support. They understood the issue was time sensitive and were able to restore it quicker than usual.

The fact that it is user friendly. The drag and drop function is great. It is very easy to communicate with the client. I like the layout of the requests, and the ability to expand/collapse as necessary

I wish you didnt have to extract documents after you download more than one. However I do like that you can drag documents into your folder to save them and avoid extracting, its just time consuming either way if there are many requests

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.

The Risk Assurance and Advisory Services department of Armanino utilize Suralink for gathering of overall support to aid the documentation process for Audits. Suralink does a decent job with support storage and display of the support. Overall, it's a good application.

The design is simple and the software loads very easily with no lag at all. The square boxes for request lists are a very helpful indicator of whether the support has been provided or is outstanding/returned. The contact list for clients are stored with the emails right below the names of the clients for ease of communication.

There isn't anything bad with the application but many improvements can be made. It can be integrated with documentation to include test procedures along with the control description. It can also have a testing tab for controls that require sample testing and a results/summary tab. This would help with the documentation speed by alot, improve the overall auditing process and relationship with the client as well.

We receive documents faster, we eliminate long email chains, and we have a clean request list experience. All of our clients who use this have given us our request items fast than ever before and I attribute that to our ability to keep track of documents and provide status updates.

Suralink has completely changed the way we receive audit documentation! Our clients love the ease of use and how they can drag and drop documents and leave comments. Our team loves that we can easily send status updates that are kind and still informative and reply to comments while eliminating long email chains. I will never go back to an excel list!

I don't really enjoy having to format in a certain way, but I understand the need. And our clients would like to be able to add their own users instead of us having to do that every time.

I really helps customers understand what is required of them durring an assessment.

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.

Overall, this product has made my job much easier. My clients are happy with the product and I will happily continue to use it.

The product is very user-friendly. We can usually create our client accounts and clients are able to navigate the site and upload documentation without specific instructions on how to use the interface.

It is difficult to add a new request and then change the order of the requests. Currently, I have to download a csv copy, re-order the requests, and then re-create the engagement using the csv spreadsheet as the template. It would be great if the web interface allowed us to change the order of requests.

The biggest benefit of using Suralink is how much the clients love using it. We have had great feedback from our clients on how easy it is for them to use. I have noticed how much faster client's get us the requested information compared to the time before we has Suralink. It has allowed all team members involved in the engagements to have access to all documents.

I like the ease of use. It is very user friendly and intuitive. The software makes it very easy to share documents with clients. I love that you can categorize the documents, so they are easy to find and the due date and assigning features are great. So everyone is on the same page knowing when something is needed and by whom it needs to be supplied.

There isn't any feature that I have come across that I do not like yet.

Our firm received positive feedback from the staff and clients when we implemented the change to Suralink. It has been a good switch for us. The customer service is also very responsive and helpful.

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.

The added organizational aspect is very beneficial to us and our clients, as well as the ease of use. Our clients have said over and over how easy it was to use. We have found that we are receiving the requested files sooner than we were previously.

The organizational aspect is very helpful - we are able to organize our requests and better track what has been received and what requests are still outstanding.

We have run into instances when a client can't sign up because they are part of another "firm". My understanding is that this is being worked on, but we have had to use a workaround several times over the last few months as a result.

Suralink is great. It keeps all of our document in one place that allows multiple levels of our audit team to access. The request feature is easy to implement (both the excel upload and doing it from scratch) and can be easily changed (requests made during the audit). This is much better than other mediums that I have used, including GoogleDocs, ShareFile, and Dropbox.

This is a software that our client likes, and its user-friendly interface makes it easy for us to convince them to use it.

The accepting/rejecting feature. "Rejecting" seems harsh but this is such a little thing.

User friendly, very transparent, protection via encryption (safer than email)

Reject button is a bit aggressive for clients, consider alternative for when documents uploaded are not correct and have to be returned, not being able to open multiple suralink files at once (to compare request listings.. only way I currently know to deal with this is exporting a suralink file to PDF/excel then comparing with another request listing.

The Suralink team has developed an incredible tool that works flawlessly. This tool is a game changer. If you are using excel sheets and shared folders you are living in the stone age.

Ease of use and user experience is awesome. Reliability is very high.

Nothing to note. The software has performed well for us over the past 5+ years and the team has continually improved features.