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Intellect is designed for companies with 100 employees or more as well as startups with funding.
Suralink is a perfect fit for accounting firms of all sizes and all departments that want to streamline the PBC request list and document management processes.
Our experience with implementation has been great. We have a support team ready to help us when we need it and they provide great industry standard support.
I think that the Auto Documentation Report is a burden.
The mobile app is great because it helps people work from anywhere. The no-code platform is great because it lets us create new business apps to help us address any gaps in our processes.
I need assistance to get back on track and no extra finances to get there.
The implementation team is great and offer amazing training events. My customer success manager is very responsive and is willing to move forward with me as soon as we are ready for the next steps.
I have found that app development can occasionally be a pain to get done properly but this is due to how much stuff is interconnected.
The price is excellent and the implementation was very smooth. Our implementation specialist is amazing and really understands the product inside and out.
There is nothing about the software that I don't like.
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.
To my knowledge, there is no way to delete firm provided files if you accidentally upload the wrong file. Instead, you have to delete the request altogether and then create it anew.
I love the chat function for help and how to's when it comes to features that I may not know about. It is super quick and extremely useful and helpful.
Sometimes the clients can get confused by it and put support into the wrong sections.
The software is very user friendly. It is easy to upload/download documents and track items that are outstanding or fulfilled.
I hate that the symbol for the user/admin is a tie - why is that. The grad class for accounting is +50% women.
Marking requests as resolved or rejected is helpful to help our customers focus on the things that are most important.
I did find it hard at first to locate where to gather the requests and enter them. I also found it a bit annoying to have to log in and monitor what came in.
Robert: Hi, my name is Robert. I'm a business application specialist. I would rate Suralink five stars. For more reviews like these, click below. Prior to using Suralink, we were using an internally developed PBC system, provided by client system. We chose Suralink because it was easy to use, easy to institute and implement, and it actually made things very effortless for trying to get the materials that we needed from our clients. The integration process was actually very easy. It didn't require a lot of complex steps. It was very much a 1, 2, 3 process of setting up the clients and setting up the contacts and then letting the software do its work. I think if you're looking for an easy system that you can manage the content that you need to get from your clients for the work that needs to be performed, and you're looking for a very good system that will allow you to keep up with that and allow your clients to keep up with what they need to provide, Suralink is definitely the answer for them.
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Intellect QMS
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