June 3, 2026
Suralink Unveils Industry's Most Comprehensive Agentic AI Platform, Launches Microsoft Copilot and Claude Integrations
With the introductions of Suralink Agent Library, Cloud Testing Suite, Workpaper Suite Intelligence, and native integrations with Microsoft Copilot and Anthropic’s Claude, Suralink continues to demonstrate it is the industry leader enabling accounting firms and their clients to harness the power of Agentic AI, address the Rework Cycle, and close the Client Readiness Gap.
March 7, 2025
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.
February 19, 2025
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.
December 12, 2024
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.
October 2, 2024
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.
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August 20, 2024
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.
August 15, 2024
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.
July 16, 2024
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.
July 5, 2024
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.
May 30, 2024
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.