I like how user friendly it is and how easy it is for clients to figure out. I can invite client users and they're usually able to figure it out pretty easily.

Suralink has allowed for teams to be more efficient, clients are happy with ease and functionality. Overall, excellent experience.

Ease of use for our side and our clients, helps keep things organized, and great project management tool. Absolutely love suralink.

I think mostly user error). Is there a cheat sheet out there for clients that have multiple accounts.

The customer service is also very responsive and helpful.

My overall experience has been great. The people I have talked with via the live chat support channel have been very responsive and pleasant.

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.

The format is clean and not cluttered, and it's easy to find the items you need. It's great to be able to see when something gets uploaded and the fact that comments can be added is a nice feature.

Overall it is the best solution to share documents with clients in an efficient, effective and secure way.

I sense clients get confused in how to manage notifications and/or by why they're receiving notifications, as sometimes there is a lag.

The integration with PFX Engagement has been invaluable.

Marking requests as resolved or rejected is helpful to help our customers focus on the things that are most important.

The best features of this software includes the ease of use as well as the ease of customization.

Interface can be confusing for people intimidated by new technology (e.g., some clients may not like it). It is missing integrations (e.g., to sharefile).

We are able to upload all supporting documents with ease. The search function is great, the document upload time stamp is helpful, and being able to create multiple projects or engagements is nice.

If a request got inserted in the wrong category, you can't just drag & drop it into the proper section. You can't see in one place everything the client uploaded.

I do not have experience with other software's so not certain how to compare. It would be great if it could integrate with iChannel.

US Dollar

Suralink is an audit and tax management solution, which helps accounting firms streamline processes related to Provided by Client (PBC) lists, document transfer, progress tracking, approvals and more. Professionals can create custom subdomains using corporate names and logos to establish brand identity with clients.


Suralink allows certified public accountants (CPAs) to add files to PBC lists using a drag-and-drop interface and access customers' requests on a centralized platform. The solution secures data transfer using secure socket layer (SSL) and advanced encryption standard (AES) 256-bit encryption capabilities. Additionally, managers or partners can track document gathering processes on a dashboard, maintain an audit trail of actions taken on PBC lists and receive updates about task statuses in real-time.


Suralink enables accounting firms to communicate with clients by adding comments to requests and exporting or printing PBC lists according to requirements. Check our website for pricing and get in touch with our team.


 


 


 


 



LongDescription

Commenting/Notes

Document Templates

Tax Management

Due Date Tracking

Document Storage

Access Controls/Permissions

Nonprofits

Real-Time Monitoring

CPA Firms

Approval Process Control

Collaboration Tools

Template Management

Data Import/Export

For Government

Configurable Workflow

Client Portal

Real-Time Notifications

Forms Management

Workflow Management

Project Accounting

Real-Time Updates

Activity Dashboard

Alerts/Notifications

Customizable Templates

Fund Accounting

Document Review

Dashboard

Audit Management

Customizable Branding

Automatic Backup

Timeline Management

Client Management

Drag & Drop

Secure Data Storage

Audit Planning

Document Management

Financial Reporting

Communication Management

Real Time Analytics

Status Tracking

Customizable Reports

Activity Tracking

Accounting

Audit Trail

Security Auditing

Mobile Access

Dashboard Creation

Real Time Data

Issue Management

Reporting & Statistics

Reminders

Alerts/Escalation

Real Time Reporting

Monitoring

Archiving & Retention

File Transfer

Email Reminders

File Sharing

Search/Filter

For Tax Practices

Web browser (OS agnostic)

Visit our website www.suralink.com for pricing details and to get in touch with our sales team. 

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Suralink

In Person

Live Online

Webinars

Documentation

Videos

Canadian Dollar

Tervene supports organizations' daily operations control. Our connected worker platform empowers frontline teams and top management to reach operational excellence with stronger daily management, collaboration and problem-solving processes.

Manufacturing and operation leaders such as Safran, Mars Wrigley, Lactalis, Siemens, Cascades and many SMBs digitized their management practices with our help: Gemba walks, daily checks, audits, inspections, operational meetings, digital procedures, improvement management and much more.

- Gemba Walks
- Daily Checks
- Audits
- Inspections
- Operational Meetings & Daily Huddles
- Task management, action plan and corrective actions
- Continuous Improvement
- Management performance indicators

Suralink vs Tervene

User Ratings & Reviews

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Product Demo & Screenshots

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