August 12, 2026
Suralink announces its latest agentic capabilities, further enhancing its fully-integrated Request-to-Review experience for both firm and client users.
Suralink, the agentic automation platform for accounting professionals and their clients, today announced an expansion of its Agent Library, including the industry’s first Client Document Prescreen experience. In addition, Suralink announced its new Multi-Level Vouching Agent, Version Compare Agent, and other features that deepen Suralink’s unified Request-to-Review platform.
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.
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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.
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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.
September 15, 2021
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.