List of Suralink Secure File Sharing Customers
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United States
Since 2010, our global team of researchers has been studying Suralink Secure File Sharing customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Suralink Secure File Sharing for Document Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Suralink Secure File Sharing for Document Management include: CBIZ, a United States based Professional Services organisation with 6500 employees and revenues of $1.41 billion, Cherry Bekaert LLP, a United States based Professional Services organisation with 1300 employees and revenues of $173.8 million, DZA, a United States based Professional Services organisation with 100 employees and revenues of $12.0 million and many others.
Contact us if you need a completed and verified list of companies using Suralink Secure File Sharing, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Suralink Secure File Sharing customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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CBIZ | Professional Services | 6500 | $1.4B | United States | Suralink | Suralink Secure File Sharing | Document Management | 2021 | n/a |
In 2021, CBIZ implemented Suralink Secure File Sharing to centralize audit document collection and client collaboration under a Document Management strategy. The rollout covered more than 160 U.S. locations and focused on streamlining audit workflows and client document collection to reduce manual follow up on open items.
Suralink Secure File Sharing was configured to support secure intake of client deliverables, structured request lists, and transparent status visibility for pending items, enabling audit teams to streamline request fulfillment. Functional emphasis included secure file exchange, request tracking, and workflow orchestration consistent with Document Management practices.
Operational scope encompassed audit teams and client engagement staff across the United States, with governance implemented through standardized request templates and role based access controls to maintain security and auditability. CBIZ expanded licensing in 2025 to broaden client collaboration features and further support audit efficiency, and staff were able to focus on higher impact work as time spent following up on open items declined.
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Cherry Bekaert LLP | Professional Services | 1300 | $174M | United States | Suralink | Suralink Secure File Sharing | Document Management | 2025 | n/a |
In 2025, Cherry Bekaert LLP deployed Suralink Secure File Sharing across its audit, tax, and advisory service lines in the United States to centralize secure document exchange. The deployment is positioned as a Document Management implementation and the firm increased licenses to more than 1,700 in 2025 to support expanded user access across client engagements.
The implementation of Suralink Secure File Sharing emphasized engagement-level secure file transfer, centralized request lists, and client portal workflows to standardize document intake and status tracking. Configuration work focused on consistent engagement templates and permission models, enabling audit, tax, and advisory teams to apply uniform document handling and retention practices across engagements.
Cherry Bekaert integrated the platform with its broader technology stack to streamline authentication and engagement workflows, aligning file exchange with existing engagement management and document repositories. Governance changes included a centralized rollout across service lines, license scaling, and process standardization, and the firm reported improved engagement visibility, consistency, and technology ROI following the rollout.
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DZA | Professional Services | 100 | $12M | United States | Suralink | Suralink Secure File Sharing | Document Management | 2025 | n/a |
In 2025, DZA deployed Suralink Secure File Sharing to standardize document requests and client engagement for its U.S.-based 990 nonprofit tax practice. The Suralink Secure File Sharing deployment is a Document Management implementation focused on secure client collaboration, request orchestration, and evidence capture for tax compliance workflows.
Configuration emphasized secure file sharing, client request lists, permissioned access controls, automated request reminders, and audit logging to support compliance and recurring 990 engagement cycles. The implementation targeted the firm’s U.S. 990 team and client-facing tax staff, aligning request templates and access controls with practice workflows to reduce ad hoc communications and manual follow up.
Governance centered on centralized request ownership within the tax practice and standardized client onboarding to the Suralink platform during the 2025 rollout. After the 2025 deployment the firm reported 99.9% client adoption, zero login and upload complaints, and steadier workloads enabling better work-life balance.
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