Assurance Client Resources

Here you'll find all the essential tools and resources you will use as a Freed Maxick Assurance client.

Be sure to visit the FAQs for even more information!
 
SURALINK    SAFESEND    LEASECRUNCH    FAQs

LeaseCrunch

LeaseCrunch is a specialized platform that allows clients to automate compliance with new lease reporting standards.

FAQs →

SafeSend

SafeSend is a secure and easy-to-use application that streamlines the delivery of organizers, engagement letters, tax returns, and allows for electronic signatures.

You’ll receive an email from noreply@safesendreturns.com with instructions on how to open and review your documents whenever we send something new.

IMPORTANT: Don’t miss an email!

Be sure to add the noreply@safesendreturns.com email address to your contact list and/or mark the address as “not spam.”

FAQs →

Suralink

The Suralink platform is used to collaborate, exchange documents at scale, and track the progress of engagements. With Suralink, all requests are in one place, updated in real-time, and accessible by everyone working on the engagement. You can efficiently exchange files, get categorized progress breakouts by responsibility, and reduce the risk of unauthorized access to data.

FAQs →

Frequently Asked Questions

SAFESEND FAQs

No. You’ll receive an email from SafeSend with instructions on how to open and review your documents whenever we send something new.

CLICK HERE for the full signer experience on your DESKTOP.

CLICK HERE for the full signer experience on your MOBILE.

LEASECRUNCH FAQs

If you have questions about using LeaseCrunch or need help navigating through its features, the LeaseCrunch FAQ section provides answers to a wide range of questions.

SURALINK FAQs

Suralink’s FAQ covers everything you need to get started, ensuring you can make the most of Suralink's features.

Implementing 2FA adds an extra layer of security, protecting your account from unauthorized access. For detailed instructions, visit Suralink’s guide on Two Factor Authentication.

Didn’t find what you’re looking for?

Email our Client Technology Support Team with questions. Typical response time is one business day.

Contact Us

Check out the tax resources, including the CCH Portal and SafeSend resources and FAQs.

Tax Resources