Suralink vs. WeTransfer

SuraLink makes perfect sense for a CPA firm that works with a number of clients. It provides easy access, and well-presented display of each client and the corresponding files provided. The security of the files is also imperative for sensitive client information. The format of the portal also allows for ease of understanding which files coordinate to what requests. This is in contrast to a something like a "drop-box" in which it is simply a list of files. This may not be the proper product for a smaller operation that only seeks secure file transfers on a non-regular basis. Additionally, for the smaller organizations, the cost may be prohibitive for little to sparing use. In those situations, a more simple secure file transfer options may be more advantageous.

Incentivized

I would definitely recommend WeTransfer - especially the paid version. I feel like all of the shortcomings with the free service (file size limit & content deletion after 7 days) are all fixed when you upgrade your account, and the service is not very expensive. It only costs $12/monthly or $120/annually. WeTransfer makes it so easy to send files, and the additional features such as creating a link to your content & password protection are great. Very straightforward & easy to use.

Incentivized

• Live open items list for both the engagement team and the client
• Secure file transfer with ease and customization for alerts
• Optimal encryption for data security and safety

Incentivized

• Sharing large files
• Accessing files remotely
• Sharing files remotely
• Sharing with those who do not have access to our shared drive (clients, vendors, 3rd parties)

Incentivized

• There seems to be a number of situation in which the site is down or experiencing difficulties. This makes it difficult to work with clients and obtain documentation.
• When uploading a large volume of workpapers, there are occasions in which some or all of the files will not upload properly. This creates additional back and forth and frustration with the client for re-requests or follow-ups.
• The email notification alerts could be stronger in how they are displayed and how the changes/updates are utilized.

Incentivized

• The price for Pro is a bit high.
• A way for free users to save an address book.
• The offline app isn't as robust as the web client.

Incentivized

It's smooth, simple, no problems for sending large files. Receiving files is more complicated and has some friction points to be worked out.

Incentivized

WeTransfer is extremely reliable 99% of the time. There has been twice in 4 years that their service was unavailable due to server outage for several hours.

Incentivized

I've only reached out to WeTransfer support once, but they were prompt, courteous, and answered my question. I assume that future interactions would be the same, I'm looking forward to being a long term customer.

Incentivized

I did not choose to use Image Relay, the client did. I really like Image Relay and the fact that you can organize files in different folders, but not the fact that you have to create an account, have access to all the files and folders, and remind passwords. With WeTransfer skipping all these requirements, it is way easier and faster.

Incentivized

• Positive - Significantly reduced time searching for files that correspond to audit requests
• Positive - Reduced time creating list(s) of open items or documents that remain needed from the client, as the portal serves as a "live" request list
• Positive - Integration with EXCEL for PBC lists of items needed, which removes the need for a special format list to import correctly

Incentivized

• I can work faster since it's easy to use and reliable. Some other file transfer platforms have failed me and are too complex to manage.
• I keep my clients happy - never have they had any issues with a transfer.
• It is not an exclusive use platform, so I can use it with everyone - even new clients.

Incentivized