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The Suralink Newsroom

May 13, 2025

Suralink Introduces the CPA Industry’s First Fully Integrated Request-to-Test Solution, Redefining the Future of Client Collaboration

Suralink has unveiled its new product Workpaper Suite, AI automation and enhanced collaboration capabilities, and the industry’s first fully-integrated Request-to-Test solution.

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June 13, 2023

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.

April 27, 2023

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®.

March 23, 2023

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.

February 16, 2023

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.

February 16, 2023

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.

June 14, 2022

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. 

June 14, 2022

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.

June 10, 2022

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.

December 21, 2021

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.