DocuPhase vs Suralink: Which is a better fit?

The Docuphase team are fantastic collaborators, as we look for solutions together. The Docuphase software is very intuitive yet flexible to allow for customized solutions.

Since I am not an IT person, I don't really delve into the deep database stuff. However, when I get an exception error or something like that, I really struggle trying to find the error.

Jeremy J

VP Finance

Can be used to automate and store documents for any process, department or team and has outstanding integration capability.

When there are problems with ScanDox/Upload Manager, the solution that fixed the problem the time prior doesn't always work, which leads to a tech support request.

The overall experience has been very good. DocuPhase support team is excellent when issues arise.

Navigation through the application is not intuitive and cumbersome. The validations on data entry seem to miss the fact that the end goal is a valid application to the state.

Abhishek A

Developer

Managing and records of documents and invoices are just perfect. It logs every activity which is performed on particular document which makes the environment compile and reliable.

We have reduced our email burden tremendously, so we spend less time reviewing emails to determine what info we need.

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.