Suralink Reviews

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 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.

Everything works well, sometimes need more time to load.

Sometimes I couldn't download the firm upload files

works well for PBC lists (provided by client) helps with client communication and has a good interface for back and forth conversations on various requests. generally easy to setup, navigate, and use

not as user friendly as a smartsheet, and a little more limited in abilities

Status update/email notification.
Easy to upload and download documents.

Sometimes Search function is not responsive.

- Very intuitive & user friendly
- Significant time savings in managing and obtaining documents from clients

- Not integrated with document management systems or firm management systems, so it is a manual process to setup clients/users and then transfer documents into the main system

I like the ability to import from Excel a spine for requests.

The user interface could be better. The layout is a little busy and confusing to navigate at first.

The ability for clients to upload files and for everyone on the team to be made aware of when they do so.

I get logged out very fast, even though I set it not to do that. Would like it if when someone uploads multiple files to the same request item that it tells you what time they did it at.

I love how easy it is to plan out engagements with customers. It is really helpful when trying to coordinate what you need with what the client has prepared for you.

Maybe the design, it is not that appealing but honestly it does not matter that much to me.

The software overall has been useful for organization purposes and tracking requests better. We like that we are able to import and export our client assistance request list which makes it extremely portable and easy to revise, tailor into outstanding items lists, etc. Being able to link files to requests has been helpful because the client does not always name files that are intuitive.

1) Better onboarding for clients specifically in regards to their notifications. We often have to email our clients for them to know that information has been added/changed, etc. within Suralink. Their set-up does not seem to be intuitive.
2) Possible additional use of colors to quickly identify changes or new items to requests, particularly if those requests had been previously marked accepted. (Sometimes our clients inadvertently upload additional information to completed requests.)
3) In relation to #2, the timeline is useful but sometimes overwhelming, particularly on bigger jobs. It would be helpful if we could clear the timeline of processed items to only see new notifications. We realize you can mark them as processed, etc.; however, they still show up and that can be confusing.

I like the running "bar" across the top of the UI that tells me where things stand.

The UI is INEFFICIENT and hard to reset.

I love the organization that is brings for all of our files and comments. I also like the instant ability to see comments and items uploaded by a client. It has made so many of my jobs easy and made it much easier to find client files. It is very user friendly which makes it easy when I am training my clients on how to use the software. I like that I can restrict access to certain requests from employees of my clients as well as my clients feel more secure about using the site.

It would be nice if I could assign an entire category or subcategory to people without having to assign the individual requests.

We and our clients are always on the same page with the status of open items.

The only place this product falls short is a way of communicating new or returned requests to a client on an hour by hour or minute by minute basis. When using the product in conjunction with rapid requesting and answering our client's get lost in seeing what new items are added. The "timeline" tools doesn't work well when dozens of updates are happening every hour. Would be great if there was a way for a client to see what is new since their last login, perhaps filtering by new or returned requests, new files provided, accepted requests, etc.

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

What's not to love? It's intuitive and easy to use and provides a central location where files can be shared securely. I love that all parties can see when requests are generated, files are uploaded or downloaded, and messages left. I've been using Suralink for five years and there is nothing I would like it to have that it doesn't have. Request a demo and you'll see the value I'm talking about in 30 seconds.

Nothing. It's the best product on the market. If your Firm isn't using it you need to get 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.