Suralink Features
What are the features of Suralink?
Communication
- Client Portals
- Automation
- Consolidation
Collaboration
- Collaboration
- Tasks
Onboarding
- Templates
- Checklists
- New Client
Visibility
- Job Status
- Metrics
- File Organization
- Audit Trail
- Notifications
- Integrations
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Communication
Client Portals | Provide portals for customers to communicate with accountants This feature was mentioned in 15 Suralink reviews. | 88% (Based on 15 reviews) | |
Automation | Based on 15 Suralink reviews. Automate client requests and reminders | 82% (Based on 15 reviews) | |
Consolidation | Consolidate communication between accountants and clients 14 reviewers of Suralink have provided feedback on this feature. | 89% (Based on 14 reviews) |
Collaboration
Collaboration | Provide repository to collaborate on email, clients, jobs and tasks This feature was mentioned in 15 Suralink reviews. | 87% (Based on 15 reviews) | |
Tasks | Create tasks and sub-tasks with assignee, status and due date 15 reviewers of Suralink have provided feedback on this feature. | 86% (Based on 15 reviews) |
Onboarding
Templates | As reported in 15 Suralink reviews. Standardize the onboarding process with templates | 82% (Based on 15 reviews) | |
Checklists | Assing tasks and checklists to new clients 15 reviewers of Suralink have provided feedback on this feature. | 92% (Based on 15 reviews) | |
New Client | Create new client in system once propsal is accepted This feature was mentioned in 15 Suralink reviews. | 88% (Based on 15 reviews) |
Visibility
Job Status | Know where every job stands, who’s working on what, and what’s being said to clients 15 reviewers of Suralink have provided feedback on this feature. | 89% (Based on 15 reviews) | |
Metrics | Based on 14 Suralink reviews. Track/uncover metrics to improve firm decisions and efficiency | 79% (Based on 14 reviews) | |
File Organization | Share, save, and organize files 15 reviewers of Suralink have provided feedback on this feature. | 94% (Based on 15 reviews) | |
Audit Trail | Based on 14 Suralink reviews. Provide a detailed audit trail | 89% (Based on 14 reviews) | |
Notifications | As reported in 15 Suralink reviews. Receive real-time notifications via email and/or IM about new assignments, updates, and due dates | 81% (Based on 15 reviews) | |
Integrations | Manage integrations for accounting, project management, email, data integration, or similar platforms This feature was mentioned in 15 Suralink reviews. | 76% (Based on 15 reviews) |
