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Suralink
AddedFeb 15, 2024
UpdatedJun 18, 2026
Suralink

Suralink

Suralink: Streamlining document workflow for CPAs with secure file hosting and real-time process view.

HQ
Salt Lake City, UT, US
Founded
2014
Overview
Compare
Fundraising
Employees
Website

Founded to streamline document workflows for CPAs, Suralink offers a platform that integrates dynamic PBC (Provided By Client) lists, assignment workflows, and secure file hosting. The core mission is to enhance efficiency and organization in client engagements, providing real-time visibility into the document collection process. Suralink primarily targets industries such as audit, tax, advisory, internal audit, security consulting, and legal services.

Notable figures affiliated with Suralink include its founders and key investors who have supported its growth. The platform has achieved significant adoption, with thousands of CPAs utilizing its services to manage PBC request lists and improve client interactions. Suralink's impact is evident in its ability to provide a more efficient, secure, and transparent document workflow process, thereby enhancing the overall client experience in professional services.

Suralink - Quick Facts

When was Suralink founded?

Suralink was founded in 2014.

Where is Suralink's headquarters located?

Suralink's headquarters is located in Salt Lake City, UT, US.

How much has Suralink raised to-date?

As of Jun 1, 2022, Suralink has raised a total of $6.3M (USD).

How many employees does Suralink have?

Suralink has 70 employees as of Feb 5, 2024.

Suralink - Classification

Ownership
  • Venture Capital
Technology
  • Cloud
Geographic Exposure
  • Global
Model
  • Platform
Revenue
  • Recurring
  • Software
Customer
  • Enterprise
Main Product
  • Document Workflow
  • File Sharing
Tags
  • Fintech
  • SaaS
NAICS
  • 540000Professional, Scientific, and Technical Services
  • 541500Computer Systems Design and Related Services
  • 541000Professional, Scientific, and Technical Services
  • 541510Computer Systems Design and Related Services
  • 541511Custom Computer Programming Services
SIC
  • 7300Business Services
  • 7370Computer Programming, Data Processing, And Other Computer Related
  • 7371Computer Programming Services
Show 5 more industry codes
NAICS
  • 513200Software Publishers
  • 510000Information
  • 513000Publishing Industries
  • 513210Software Publishers
SIC
  • 7372Prepackaged Software