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A Better Way to Work

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Who we are

Founded in 2014 by Tim Ballantyne, a CPA who saw a need in the market, Suralink is now the leader in PBC list management software, helping accounting firms simplify the audit process while improving the client experience.

The company’s cloud-based application—built by accountants for accountants—integrates a dynamic PBC request list and assignment workflow solution with a secure file hosting platform to serve as a single location for client interaction.

Suralink’s technology, combined with its industry expertise, helps more than 850 of the leading firms in North America and the UK ensure security, simplicity, transparency, and accountability throughout the audit process.

850+

Customers
worldwide

100M+

Files securely

transferred

450K+

Suralink Users

Mission

To help every employee work more efficiently, productively, and securely.

Vision

To become such a trusted, integral part of our customers’ businesses that they expect us to continuously redefine the industry standard.

Values

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Empathetic

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Human

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Supportive

 
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Trustworthy

 
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Accountable

 

Our leadership

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Alex Terry

Chief Executive Officer

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Sefton Cohen

Chief Revenue Officer

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Jeremy Smith

Chief Technology Officer

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Meghan Mitton

VP, Marketing

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Ryan Smith

VP, Customer Success and Support

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Chris Monterio

VP, Finance 

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Miguel Perez

VP, Product

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Kim Haines

Director, Human Resources

Best Companies
To Work For In Utah 2021

It's official! Suralink is an Utah Best Company to Work. We are beyond excited to make this list and even prouder to be a place where our employees love to come to work every day.

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We’re hiring!

Ready to join a growing team? We’re proud of what we’ve created at Suralink, and are always looking for our next superstar. Not only do we have an employee-driven culture, we also offer competitive benefits, including:

  • Competitive pay
  • 4 weeks paid time off + 11 paid holidays
  • Comprehensive health, vision, and dental coverage
  • Remote and in-person working options
  • Flexible work schedules

Working at Suralink has all the benefits of working for a top tech company—great culture, in-demand product, the best colleagues, and tons of learning opportunities. The only difference is you want to stay for more than a year.

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