Suralink

We're the leader in PBC request list management, helping accounting firms simplify the audit process while improving the client experience.

Culture Shock: Lessons I’ve Learned about Building a Strong Company Culture from My Time at a Startup 02/22/2023

New blog post alert! Check out what our VP of Marketing, Meghan Mitton has to say about building a strong company culture.

"I hope we’ve built a culture where each individual employee feels like they are both the creator and owner of that culture. Because the responsibility of a truly powerful company culture is a responsibility that belongs to everyone."

Read the full post here:

Culture Shock: Lessons I’ve Learned about Building a Strong Company Culture from My Time at a Startup Meghan Mitton, VP of Marketing, discusses lessons learned as Suralink has focused on building a supportive, inclusive, and positive workplace culture.

02/08/2023

Exciting news today! Please join us in welcoming Alex Terry as our new CEO! Alex has an incredible track record of scaling successful tech companies, and we have no doubt that he will continue that here.

Tim Ballantyne, our founder, has spent the last nine years building Suralink into what it is today, but is ready for a new adventure. He will continue to support Suralink as a member of the board of directors.

Read more here: https://hubs.ly/Q01BBMQ30

2023 Sneak Peek: Suralink Secure File Sharing Outlook Add-In & AMA 01/18/2023

Join us today at 12 p.m. MST! Get 2023 Q1 updates and see Secure File Sharing and the Add-in for Outlook in action. Also, don't miss a chance to ask our client success and product leaders questions. Register here:

2023 Sneak Peek: Suralink Secure File Sharing Outlook Add-In & AMA Get an exclusive first look at Secure File Sharing updates and Outlook Add-in. AMA session with Suralink's Customer Success and Product leaders.

2023 Sneak Peek: Suralink Secure File Sharing Outlook Add-In & AMA 01/17/2023

Miss our 2023 updates webinar last week? Don't worry, still time to join us for 30 min. tomorrow, January 18, 2023, at 12 p.m. MST. See Secure File Sharing and the Add-in for Outlook in action, and get a chance to ask our client success and product leaders questions. Register:

2023 Sneak Peek: Suralink Secure File Sharing Outlook Add-In & AMA Get an exclusive first look at Secure File Sharing updates and Outlook Add-in. AMA session with Suralink's Customer Success and Product leaders.

12/22/2022

Super excited to be named a High Performer in the Financial Audit category on G2! Check out all our great reviews here: https://hubs.ly/Q01wrJD90

12/14/2022

A huge thank you to our employees and to Utah Business for naming us one of Utah’s Best Companies to Work For in 2022—for the second straight year!

It's truly an honor to know our employees love working at Suralink. Read our full press release here: https://hubs.ly/Q01vPmDg0

The audit of the future 06/22/2022

In order to maintain a competitive edge, auditors and audit firms need to start planning now for the new skillsets, technologies and methodologies that are sweeping the audit field; this overview will survey the coming changes, and how you can best prepare.

Learn more here: https://hubs.ly/Q01dmrTM0

The audit of the future Auditors and audit firms need to start planning now for the new skillsets, technologies and methodologies that are sweeping the audit field; this overview will survey the coming changes, and how the profession can best prepare.

Better decision making with data analytics 06/16/2022

Everyone knows data analytics are important, but actually using that data to your benefit can be more complicated. If you're curious how you can actually put data to work, this report has several useful tips from accountants on better decision making with data analytics.

Learn more here: https://hubs.ly/Q01dmmLR0

Better decision making with data analytics News and in-depth features about tax, accounting, auditing, and other business topics. Published by the American Institute of CPAs

Suralink Expands Big Data and Enterprise Integration Capabilities With Robust API Endpoints 06/14/2022

20+ new API endpoints to help firms of all sizes remove barriers to data productivity, duplication, and consistency without sacrificing security and compliance.

https://hubs.ly/Q01dkLlZ0

Suralink Expands Big Data and Enterprise Integration Capabilities With Robust API Endpoints Suralink Expands Big Data and Enterprise Integration Capabilities With Robust API Endpoints Press Release - Jun 14, 2022 08:00 EDT SALT LAKE CITY, June 14, 2022 (Newswire.com) - Suralink, the leader in request list and document management, today announced the addition of 24 new API endpoints to fac...

Secure File Sharing Part 3: Hybrid File Sharing 05/18/2022

The grand finale of the three-part series. A look at hybrid options.

https://hubs.ly/Q019wV3C0

Secure File Sharing Part 3: Hybrid File Sharing As remote work continues to evolve, knowing which secure file sharing tool to pick can be the difference between growth and stagnation. We'll break down the options so you can choose the right one for your team.

Secure File Sharing Part 2: Industry- Or Problem-Specific File Sharing 05/11/2022

Part two of our three-part series, breaking down the file sharing landscape. Check it out!

https://hubs.ly/Q019DdwG0

Secure File Sharing Part 2: Industry- Or Problem-Specific File Sharing As remote work continues to evolve, knowing which secure file sharing tool to pick can be the difference between growth and stagnation. We'll break down the options so you can choose the right one for your team.

Secure File Sharing Part 1: General-purpose file sharing 05/05/2022

With SO many file-sharing options on the market, we're here to break down how to evaluate your options in this three-part series.

Stay tuned for parts two and three...

https://hubs.ly/Q019wplX0

Secure File Sharing Part 1: General-purpose file sharing As remote work continues to evolve, knowing which secure file sharing tool to pick can be the difference between growth and stagnation. We'll break down the options so you can choose the right one for your team.

Timeline photos 05/04/2022

Need a third-party review of Suralink? Then listen to what Randy Johnston and Brian Tankersley at K2 Enterprises, LLC have to say in April's installment of The Technology Lab Podcast on CPA Practice Advisor. Here's a sneak peek:

"They've built an approval workflow engine which is one of the most sophisticated in the market."

Listen to the full podcast here: https://hubs.ly/Q019sddG0

Timeline photos 04/07/2022

‼️Last call to join us next Tuesday, April 12, 2022, at 2 p.m. ET for our free webinar on building vs buying software. Your firm will thank you.

Register here:
https://hubs.ly/Q0168ngq0

Timeline photos 04/05/2022

One week away! Register now for our free webinar Tuesday, April 12, 2022, at 2 p.m. ET.

We'll break down the building vs. buying software dilemma most firms eventually face.

Register here:
https://hubs.ly/Q0168pDs0

Timeline photos 03/30/2022

Don’t forget, you’re invited to our webinar on Tuesday, April 12, 2022, at 2 p.m. ET where we’ll break down the most important aspects of buying vs. building software for your firm.

Register here: https://hubs.ly/Q0168pDq0

Timeline photos 03/23/2022

Build or buy, that is the question?

Most firms will ask themselves this question at some point in their technology lifecycle. We're here to demystify the decision-making process. Join our webinar Tuesday, April 12, 2022 at 2 p.m. ET.

Register here: https://hubs.ly/Q0168rt20

Timeline photos 03/17/2022

Build it or buy it?

Join our webinar Tuesday, April 12, 2022, at 2 p.m. ET. We'll be covering important factors to consider when deciding if building or buying software is right for your firm. Register now!

https://hubs.ly/Q0168ksJ0

Timeline photos 03/15/2022

We're in Las Vegas for the 2022 General Audit Management conference.

Stop by our booth and find out how we simplify internal audits.

2022 CPA Practice Advisor Readers' Choice Awards 02/17/2022

Did you know? Suralink has been nominated for a 2022 Reader's Choice Award from CPA Practice Advisor. If you Suralink and love it ... let them know. Voting ends March 4.

Vote here: https://hubs.ly/Q014lbKd0

2022 CPA Practice Advisor Readers' Choice Awards Take this survey powered by surveymonkey.com. Create your own surveys for free.

Timeline photos 12/14/2021

Proud to be named one of Utah’s Best Companies to Work For 2021 by Utah Business.

"Our employees are the backbone of our organization, and we could not continue to grow and succeed without their contributions.” - Tim Ballantyne, CEO.

Thank you to our entire team for making this possible, we can't wait to see what's in store for 2022.

Read the full press release: https://hubs.ly/Q010PnY10

Ensuring Success Certificate Site 12/06/2021

Earn up to 14 CPE credits in 2 days, no travel & free registration!

Suralink is a proud sponsor of the eighth annual Ensuring Success live-streamed conference. Join us Wednesday, December 8 and Thursday, December 9. To register: https://hubs.ly/Q010fkT20

Ensuring Success Certificate Site

Timeline photos 10/26/2021

The 2021 RSM Alliance Advisors Conference starts today. Come by our booth for a chance to win a Fitbit Charge 4 and find out why over 30 RSM firms love Suralink.

Timeline photos 10/20/2021

We're looking to add team members in virtually every department. If you're ready for competitive pay, great benefits, and positive culture—with a great work-life balance and the pace and creativity of a startup combined with the stability of a large enterprise, come join us!

Apply here: https://hubs.ly/H0ZNc620

Open positions include:
- Director of Finance
- Sales Development Representative
- Graphic Designer
- Account Executive
- Customer Support Representative

Timeline photos 10/18/2021

It's no secret that technology has fundamentally changed the way we communicate—both in our personal lives and at work. What might be more surprising is the speed and scale at which that evolution has taken—and will continue to take—place.

Join co-founder of Suralink Joe Ballantyne, Director of Innovation at Rehmann Brent Pruim, and CEO of Boomer Consulting Jim Boomer. as we map the evolution of collaboration in audit and tax engagements, discuss its impact on firms, and predict where technology will take collaboration next.

Date: Tuesday, November 2, 2021
Time: 2 p.m. ET
CPE credit: 1 credit available

Register here: https://hubs.ly/H0Zr3VZ0

Welcome! You are invited to join a webinar: Suralink: Automated PBC Request List Management. After registering, you will receive a confirmation email about joining the webinar. 10/14/2021

Managing the hundreds or thousands of documents required to complete an audit is time-consuming, stressful, and inefficient. But choosing a PBC request list management solution can be the solution you didn’t know you needed. Instead of just getting you through, the right software can actually make your processes more streamlined, more efficient, and a lot more productive.

Join us for a webinar on Tuesday, October 19, 2021, at 10 a.m. ET where we'll discuss the challenges and solutions around managing PBC request lists and how you can use the Suralink platform to request, share, track, and manage your documents throughout the audit process.

Register now: https://hubs.ly/H0ZpgB_0

Welcome! You are invited to join a webinar: Suralink: Automated PBC Request List Management. After registering, you will receive a confirmation email about joining the webinar. Managing the hundreds or thousands of documents required to complete an audit is time-consuming, stressful, and inefficient. But choosing a PBC request list management solution can be the solution you didn’t know you needed. Instead of just getting you through, the right software can actually make...

K2 Enterprises Announces the 20th Annual K2 Quality Awards Winners - K2 Enterprises 10/11/2021

A huge thanks to K2 Enterprises for naming Suralink the Best Workflow Solution in the 20th Annual K2 Quality Awards.

Read more about the awards and see the full list of winners here: https://hubs.ly/H0Z7dTp0

K2 Enterprises Announces the 20th Annual K2 Quality Awards Winners - K2 Enterprises The K2 Quality Awards are in their twentieth year, and they are among the most well respected and longest-standing awards in the Accounting industry. In

Timeline photos 09/17/2021

"This product is really a manifestation of the feedback we’ve heard from you, our clients."

With the release of Secure File Sharing, the Suralink platform allows you to easily manage complex and simple engagements while providing clients with a seamless experience.

Check out why our CEO, Tim Ballantyne, believes this will be a game changer.



Announcing Secure File Sharing: Using your feedback to build the next generation of Suralink products https://hubs.ly/H0WWltk0

Timeline photos 09/15/2021

It’s finally here! Secure File Sharing by Suralink.

No more usernames or passwords. Easily exchange files with clients on smaller engagements and one-off requests using secure links.

Just in time to make your lives easier for Q4. Reach out to our team to learn more or read the full press release here: https://hubs.ly/H0XgKsP0

Timeline photos 09/14/2021

So close, just a few finishing touches...

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10 W Broadway
Salt Lake City, UT
84101

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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