81 Suralink Reviews
Overall Review Sentiment for Suralink
Log in to view review sentiment.
I like that the client and service provider have clear, clean view and access to request lists. Customer support has been great. Easy to set up and use. Review collected by and hosted on G2.com.
It's not integrated into our other systems, so there is a manual download of the information. Review collected by and hosted on G2.com.
The different statuses are helpful and easy for everyone to see what status is for all document requests. It's very user-friendly and easy to navigate. The customer support team is also very helpful and responds in a timely manner. Review collected by and hosted on G2.com.
The dashboards need further customization options, such as selecting what columns are shows and being able to print to PDF. Review collected by and hosted on G2.com.
Visuals. It is very easy to understand what is outstanding on the request list. Filters allow to present the information required instantly. Very easy to use. Clients enjoy working with it. Review collected by and hosted on G2.com.
Just some minor tweaks. Would be good to be able to adjust the number of notification received. Some clients had asked for it to be done twice a day as opposed to just one but there is no setting for it. When comments are added by client, the request shoudl automatically update to "submitted" as opposed to have to manually check for it. Review collected by and hosted on G2.com.
Suralink gave us a fantastic alternative for creating request listings. We previously would manually update excel request listing documents that would take a long time to do. Suralink was extremely easy to implement and integrate with our current request listings. We had used the suralink template to format our request for easy upload to the site. Suralink has a great number of features that are helpful such as assigning requests to certain individuals, marking items accepted/returned, and then analyzing the number of outstanding, accepted, or returned requests. This gives the client a great idea of what is good, what is still open, and what needs to be revisited. I use suralink every day and could not imagine going back to our old route of manually updating excel listings. Review collected by and hosted on G2.com.
The main downside to suralink is the amount of outages in any given month. This can be very disruptive during a workday as we are stuck not being able to access documents in the secure portal until the site is back up and running. If suralink can try and limit these issues, I think the platform would be just about perfect. I have not personally dealt with customer support as our company's IT department would typically handle that. Review collected by and hosted on G2.com.
I work in public accounting, and we were using a different secure portal platform that operated more like a "drop-box" of sorts that did not allow for segmenting requests, proper organization or ease of downloading all of the new or applicable files. The layout of SuraLink with the corresponding specific requests no only allows for a live to-do list, but also dictates an easy download form to maintain the integrity of the requests and applicable files provided. The selection of notifications also keeps your inbox from being flooded with updates when they are not wanted or needed. Review collected by and hosted on G2.com.
The privacy features are slightly cumbersome to engage with. When sensitive data is being provided and the client needs assurance that only certain individuals can access the provided files (i.e. payroll information, bonus information, etc.), SuraLinke does not easily provide the assurance that those files' security has been heightened. Review collected by and hosted on G2.com.
Suralink is an excellent resource for communicating with clients and sending and receiving multiple files. It is a fast an easy way to communicate with clients and is used frequently at my organization. The interface is user friendly and the system allows you to accept or deny requests, notifying users if there is a follow up needed for a particular request. Suralink easily allows you to see if something has been uploaded, by sending email notifications and having interface that allows you to see which requests are outstanding. Overall Suralink gives you an easy and organized way to send and receive multiple files and set up multiple requests to detail exactly what you need from each client. Review collected by and hosted on G2.com.
I noted no issues with using Suralink so far. Occasionally the website is down, but when that has occured it has been fixed quickly. Review collected by and hosted on G2.com.
It is easy to use for all sides that use it. Easy to navigate, rarely have any issues and uploads/downloads work seamlessly. Review collected by and hosted on G2.com.
I have not experienced any noteworthy dislikes or downsides in my use of Suralink. Review collected by and hosted on G2.com.
Suralink provides an easy to use platform for our firm and our clients to collect and exchange information, streamlining many processes within the firm. Review collected by and hosted on G2.com.
No downsides but would love to see more integration with Thomson Reuters software. Review collected by and hosted on G2.com.
