Suralink

“Liked the clear view of audit status, client responsiveness, and the status reports. Found that switching between different engagements takes several extra steps.”

“Liked the simple setup, that the client view matches the team view, and how easy uploads are. Found that it does not send automatic emails when a request status changes.”

“Liked mass-copying PBC templates across many entities and the low administrative burden. Found that dynamic request lists cannot be generated from questionnaires.”

“Liked how easy the tool is to use and how it helps the team track outstanding requests. Found that the notification summary emails can become overwhelming.”

“Liked the greater oversight of client requests and the user-friendly design. Found that engagements the user is invited to do not appear on the main dashboard.”

“Liked that both clients and auditors find it easy to use. Found that notifications are limited and that request items cannot be renumbered or moved around easily.”

“Liked the organized request list and tracking of uploads and timelines. Found that some clients resist adopting it and that file-view activity is logged in ways that can confuse.”

“Liked the real-time visibility into requests, which cuts down on repeated asks to clients. Found that new clients are often hesitant to change from their existing habits.”

“Liked how easy it is to build request lists and share access with the team and the client. Found occasional bugs and brief outages during use.”

“Liked the easy setup, reduced coordination time, and live support. Found the notifications cumbersome and noted there is no option to resend an invitation link.”

“Liked the rollforward feature and the upload and download notifications. Found the tool hard to navigate at times and hard to tell whether clients have created accounts.”

“Liked having a private upload site and customizable requests for each client. Found that an occasional glitch prevents files from being downloaded.”

“Liked receiving documents faster and having fewer email chains to manage. Found the formatting rules strict and noted clients want to add their own users.”

“Liked how organized everything stays and that prior-year requests remain visible. Found that large uploads can time out without any warning to the user.”

“Liked the easy interface, task delegation, and activity tracking. Found the upload and delete steps confusing at first and noted it requires a reliable internet connection.”

“Liked the secure handling of many requests, customizable templates, and search. Found that resequencing requests within a list is problematic.”