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Suralink

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81 avaliações
  • Perfis 1
  • Categorias 2
Classificação média por estrelas
4.7
Atendendo clientes desde
2014
Profile Type
Category

Profile Name

Star Rating

65
13
2
0
1

Suralink Reviews

Review Filters
Profile Name
Star Rating
65
13
2
0
1
KD
Kevin D.
12/08/2023
Avaliador validado
Fonte da Revisão: Convite do G2 em nome do vendedor
Revisão Incentivada

Suralink is good 95% of the time

It is very useful as a secure portal for clients to use. It is also user friendly and is not hard to learn. Has a lot of good functionalities that make organization a lot easier. I use it every day!
QP
Quynh P.
12/08/2023
Avaliador validado
Usuário atual verificado
Fonte da Revisão: Convite do G2 em nome do vendedor
Revisão Incentivada
Traduzido Usando IA

Portal fácil e seguro para troca de documentos

É simples e fácil de usar e navegar. Leva algum esforço para descobrir quais botões fazem o quê, mas é possível aprender sozinho e, após algumas práticas, posso usá-lo com facilidade.
JG
Jay G.
12/08/2023
Avaliador validado
Usuário atual verificado
Fonte da Revisão: Convite do G2 em nome do vendedor
Revisão Incentivada

Obtaining specific requests from clients

That I can easily import a list of items I need from a client and share examples for that specific request. Client can then upload the requested files to that specific request instead. Previously, we would email requests to the client in word file and they would email us securely upload the requested files and it would take time to go through each file and figure out what request the provided item lined up with. It has made that process really efficient. I can also mark requests as completed or let the client know that it is still open, or that the provided item is not what we are looking for. It was easy for us to implement the program and we use it for most of our clients.

About

Contact

HQ Location:
Salt Lake City,Utah

Social

@Suralink

What is Suralink?

Suralink provides accounting and other professional service firms with a single, secure platform to collaborate with clients, exchange documents at scale, and track the progress of engagements. With enterprise-grade security and an easy-to-use interface, Suralink's award-winning portal helps firms increase efficiency and improve their relationships with their clients. Suralink works with more than 1000 tax, advisory, and audit accounting clients, as well as legal services, security consulting, financial services, and banking companies worldwide. Its technology, combined with its industry expertise, helps ensure simplicity, transparency, and accountability throughout the document workflow process. Suralink is headquartered in Salt Lake City, Utah with an office in Brighton, UK and a remote workforce worldwide.

Details

Ano de Fundação
2014