Suralink logo — The leading request list management solution for audit, acco...

Suralink

The leading request list management solution for audit, accounting, and professional services firms

Founded 2014 United States Salt Lake City, United States 87 employees Private Equity Total: $6.29M Analytics, Financial Services +1

General Information

Company Name Suralink
Founded Year 2014
Location United States Salt Lake City, United States
Employees 87
Industries Analytics, Financial Services, Legal Tech
Funding Stage Private Equity
Social

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About Suralink

Suralink is a leading provider of request list management software for accountants with the slogan "The leader in request list management software for accountants." Since its founding in 2014, the United States-based company has become a go-to platform for thousands of CPAs, offering them tools to efficiently manage PBC request lists, securely transfer documents, and enhance the client experience. The Suralink platform boasts a seamless integration of a dynamic PBC list, assignment workflow, and secure file hosting, resulting in a more organized and efficient engagement for all parties involved. This real-time view of the document collection process marks a significant step forward in client interaction. The company's focus spans across Analytics, Financial Services, and Legal Tech industries. Notably, Suralink secured a Private Equity Round investment from Luminate Capital on 01 June 2022. For those interested in experiencing the benefits of the platform first-hand, Suralink offers the option to request a demo on their website at https://www.suralink.com.

Taxonomy: Request list management, Accounting software, Document workflow, Client experience, Cloud-based application, Secure file hosting, Audit tools, Dynamic request list, Approval workflow, Secure document exchange, Client interaction, PBC request list, Assignment workflow, File portal, Data management

Funding Rounds & Investors (4)

View All
Funding Stage Amount Investors Lead Investors Date
Private Equity Round Undisclosed 1
Luminate Capital
01 Jun 2022
Venture Round $5.25M 1
Growth Street Partners
06 Aug 2019
Seed Round $850.00K 1
Forward Venture Capital
31 Aug 2018
Seed Round $188.77K 1
BoomStartup
25 Nov 2014

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FAQ About Suralink

The leading request list management solution for audit, accounting, and professional services firms
Suralink was founded in 2014.
Suralink is headquartered in Salt Lake City, United States.
Suralink operates in Analytics, Financial Services and Legal Tech. Its work centres on Request list management, Accounting software, Document workflow and Client experience.
Suralink has approximately 87 employees.
Suralink has completed 4 funding rounds, raising a total of $6.29M. The latest funding stage is Private Equity.
Top alternatives and competitors to Suralink include Canopy, FutureVault, RunSensible - Legal Practice Management Solution, PageLightPrime, Docupace. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Suralink and Canopy are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Suralink, https://bouncewatch.com/company/suralink, updated 25 November 2024. When citing, please name BounceWatch and link this page.

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