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Quality-centric life science companies with 11-500 employees, focused on growth, unlocking new markets, and gaining a competitive edge through a culture of quality
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.
Yeah, it is good to use, good to show someone your documentation and completes the process flow with respect to the features and configurations.
One feature that is missing is automatic reminders of incomplete assigned training (supposed to be on the roadmap, though!).
The customer service is excellent and it appears that they are trying to improve both the quality of the product and the features.
Minor hitches with implementation. But no feedback on this yet.
I also appreciate that they are regularly improving the system and that there is good attention on providing supporting validation documentation.
The interface is not intuitive and document size is limited to only 100mbs.
But once I learned to navigate it became quite easy. I love that this program works as Quality should and is always improving.
It is a bit tricky to understand the management of NCRs.
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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