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The Suralink Newsroom
CBIZ Deepens Relationship with Suralink to Optimize Client Experience and Audit Workflows
Suralink announces that CBIZ, a leading consulting, tax, and financial services provider that works closely with CBIZ CPAs P.C., an independent CPA firm that provides audit, review, and other attest services, has expanded its adoption of Suralink with the purchase of 1,700+ additional licenses.
Suralink Honored with International Awards for Customer Excellence
Suralink takes home Gold TITAN Business Award and Silver Globee® Award.
Suralink Hits Major Milestone of 800,000 Users and 2 Million Engagements on Its Client Collaboration Platform
Suralink announced it now has 800,000 users who have collectively completed 2 million client engagements on its platform. This milestone is a testament to company's ability to address the biggest pain point accountants experience.
PrimeGlobal Announces Strategic Partnership with Suralink at Key EMEA Conference
PrimeGlobal announces strategic partnership with Suralink at key EMEA conference. Through the partnership, PrimeGlobal firms will receive access to exclusive content and insights from Suralink, enabling firms to drive more efficiency and a better client experience.
Suralink State of Audit Efficiency Report: CPA Firms Battle Budget Overruns, Eroding Realization Rates and Accurate Data Collection From Clients
Suralink released its first-ever State of Audit Efficiency Report. The report compiles survey results from full-time accountants in North America, highlighting challenges CPA firms are facing.
Suralink Announces New Head of Engineering, Amit Nayar
Suralink announces the appointment of a new Head of Engineering, Amit Nayar. With over 25 years of leadership experience in technology innovation and product development, Nayar brings a proven track record of delivering cutting-edge solutions that fuel business growth and improve user experiences.
Suralink Announces the Industry’s First Fully Integrated E-Signature and Request List Solution, Further Streamlining Both Firm and Client Experience
Suralink announces the availability of the first fully integrated e-signature and request list solution in the industry.
Suralink Welcomes Erich Dietz and Jared Haleck as New Executive Leaders to Further Accelerate Growth and Innovation
Suralink announced the appointment of two new strategic leaders: Erich Dietz as Chief Revenue Officer and Jared Haleck as Chief Product Officer.
Suralink Named in 2024 Inc. 5000 List of Fastest-Growing Private Companies in America for Second Consecutive Year
Suralink, the leading request list and document management platform for professional service providers, announced it has again been named to the annual Inc. 5000 list that recognizes the fastest growing private companies in America.
Suralink Expands Industry’s First Open Platform With New Partnerships and Integrations to Connect Accounting Firms’ Most Critical Applications
Suralink, the leading client interaction platform for professional services firms, announced the expansion of its industry-first open platform with new product integrations and partnerships aimed at connecting firms’ most critical tech solutions, supporting greater efficiencies, and providing a seamless customer and firm experience.
Suralink Honored as Fastest Growing Tech Company at the 9th Annual 2024 Globee Awards for American Business
Suralink announced that it has been honored with a Gold award as the Fastest Growing Tech Company at the 9th Annual 2024 Globee® Awards for American Business. This prestigious award recognizes Suralink’s commitment to excellence and innovation in the industry.
Suralink Appoints New CEO as It Announces Reaching an Important Growth Milestone
Suralink, the leading client interaction platform for professional services firms, announced the appointment of Evan Fitzpatrick as Chief Executive Officer.
Suralink Wins Gold in 2024 Titan Business Awards and Advances to International Accounting Awards Finals for Above-and-Beyond Customer Service
Suralink, the leading client interaction platform for accounting and other professional services firms, is proud to announce that it has won gold in the prestigious Titan Business Awards' Customer Service Team of The Year category. Additionally, the company is a finalist in the International Accounting Awards for best customer service.
Suralink Announces Accreditation With Institute of Chartered Accountants in England and Wales (ICAEW)
Suralink is proud to announce its accreditation with ICAEW - Institute of Chartered Accountants in England and Wales. This accreditation will strengthen Suralink’s position as a trusted leader in the request list management software space.
Suralink Harnesses Validis Solution to Power Data-Driven Engagements
Suralink announces integration between Request List Management and Secure File Sharing to enhance security and improve user experience for clients and firms.
Suralink Announces Open Ecosystem and Partner Network for Professional Services Firms
Suralink announces integration between Request List Management and Secure File Sharing to enhance security and improve user experience for clients and firms.
Suralink Announces Industry First Integration Between File Sharing and Request List Applications, Further Streamlining Firm-Client Collaboration
Suralink announced a first-of-its-kind integration between a dynamic request list and secure document exchange solution. Not only will it enhance the user experience for clients and increases efficiency for firms, but also significantly reduces the risk of manual errors.
RSM Leverages Suralink to Improve the Client Experience Using Suralink's Secure Document Workflow Platform
Suralink announced today that RSM US LLP is leveraging Suralink to increase effectiveness in document sharing while improving the client experience.
Suralink Honored With Two Stevie Awards in 2023 American Business Awards
Suralink® was named the winner of a Bronze Stevie® Award in the Customer Service Team of the Year & Company of the Year categories in the 21st Annual American Business Awards®.
Suralink Announces Release of Secure File Sharing With Microsoft Outlook Add-In
Suralink announced that it is releasing a new Microsoft Outlook Add-in for its Secure File Sharing product.
Suralink Continues to Expand Leadership Team, Names Sefton Cohen as Chief Revenue Officer
Suralink announced it is continuing to expand its leadership team with the appointment of industry veteran Sefton Cohen to the position of Chief Revenue Officer.
Suralink Names Technology Growth Veteran Alex Terry as Chief Executive Officer
Suralink announced that Alex Terry has joined the company as the new Chief Executive Officer, and announced the retirement of Founder and CEO Tim Ballantyne. Ballantyne will remain on the board of the company, providing strategic guidance and insight.
Suralink and Luminate Capital Partners Announce Strategic Growth Investment
Suralink, the leader in request list and workflow management software for professional services firms, today announced that it received a strategic growth investment from Luminate Capital Partners.
Suralink Releases 24 New API Endpoints
Suralink is releasing 24 new API endpoints to help firms manage engagements and team members, allowing them to automate large parts of your process.
Suralink Honored as Bronze Stevie® Award Winner in 2022 American Business Awards®
Suralink was named the winner of a bronze Stevie Award in the Customer Service Department of the Year category in The 20th Annual American Business Awards.
Suralink Named One of Utah’s Best Companies to Work For 2021 by Utah Business
Today Suralink announced it has been named one of Utah’s Best Companies to Work For by Utah Business.
Suralink Releases New Product to Make Requesting and Sharing One-off Files Simple and Secure
Suralink releases a new product called Secure File Sharing, designed to make sharing one-off files easy and secure. No file type or size limits.
Suralink Continues to Lead the Industry in Innovation and Technology Adoption by Partnering with MNP
Suralink Continues to Lead the Industry in Innovation and Technology Adoption by Partnering with MNP, one of the largest firms in Canada.
Suralink Expands Global Footprint with New Cloud-Based Data Centers in Canada, Germany
Suralink today announced it has expanded its ability to service global firms with two new data centers in Germany and Canada.
Suralink Honored as Bronze Stevie® Award Winner in 2021 American Business Awards®
Suralink was named the winner of a bronze Stevie® Award in the Company of the Year for Computer Software category in The 19th Annual American Business Awards® today.
Suralink, the Leading Workflow Software for Accountants, Receives Growth Equity Investment from Growth Street Partners
Growth Street Partners today announced a minority growth equity investment in Suralink, the leading provider of workflow software for the accounting industry.
Suralink Expands Support for Enterprise Clients With New Premium Offering That Includes Automation Rules and a Robust API
Suralink announced it has expanded support for enterprise-level clients with three new features: single sign-on, a robust API, and automation
Suralink and PKF Littlejohn Partner to Provide the Leading PBC Request List Management Software Solutions to Firms in Europe, the Middle East, and Africa
Provides firms across the globe with leading request list management technology and unparalleled support and region-specific expertise