We're the leader in PBC request list management, helping accounting firms simplify the audit process while improving the client experience.
Location: United States, Utah, Salt Lake City
Employees: 11-50
Phone: +1 801-203-0002
Founded date: 2014
Investors 3
Mentions in press and media 4
| Date | Title | Description |
| 05.08.2024 | Navigating Change: The Evolving Landscape of Accounting and Technology | In the world of accounting, change is the only constant. The recent CPAmerica A&A Conference and Technology Roundtable in Napa, California, showcased this truth. It was a gathering of minds, a melting pot of ideas, and a platform for in... |
| 30.07.2024 | Tackling Artificial Intelligence, Generational Differences and More at the CPAmerica A&A Conference and Technology Roundtable in Napa | Dinner at the Vineyard in Napa with CPAmerica's A&A Conference and Technology Roundtable attendees. A&A attendees had the opportunity to hear from Anirban Basu (Sage Policy Group), Jim Martin (MAc), and Kristin Scroggin (genWHY). Mo... |
| 06.08.2019 | Daily funding roundup - August 6th, 2019 | Zero has raised $2.8M; Squad landed $5M; Suralink closed $5.25M; Backbone secured $10M Zero: Zero is a fasting app. Zero has raised $2.8 million from True Ventures and Trinity Ventures. Read more Squad: Squad is a cloud-based online marketp... |
| 06.08.2019 | Suralink Receives Growth Equity Investment from Growth Street Partners | Suralink, a Salt Lake City, UT-based provider of a workflow software platform for accountants, received a growth equity investment from Growth Street Partners. The amount of the deal was not disclosed. In conjunction with the investment, Gr... |