2024 Customer Service Team of the Year

Founded in 2014 by Tim Ballantyne, a CPA who saw a need in the market, Suralink is now the leader in PBC request list management software, helping accounting firms simplify the audit process while improving the client experience.

Suralink’s technology, combined with its industry expertise, helps countless of the leading firms in North America and the UK ensure security, simplicity, transparency, and accountability throughout the audit process.

The client success team is an integral part of the company, directly supporting its vision to become such a trusted, integral part of their customers’ businesses that they expect Suralink to continuously redefine the industry standard. Suralink does this in large part by listening to and implementing the feedback they receive from their clients. This could not be possible without their client success team, which is at the forefront of these efforts.