Check out the tax resources, including CCH and SafeSend resources and FAQs.
Assurance Client Resources
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 Suralink PortalSAFESEND
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.”
FAQsLEASECRUNCH
LeaseCrunch is a specialized platform that allows clients to automate compliance with new lease reporting standards.
FAQs Leasecrunch LoginWe replaced DocuSign with SafeSend Signatures.
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.
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’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.