Check out the Assurance Resources, including Suralink, SafeSend, and LeaseCrunch resources and FAQs.
Frequently Asked Questions
As a new client you should receive an emailed invitation with a link to register. Email the Client Technology Support Team if you did not receive the email.
Enter your email address as your User ID and click the “Forgot Password” to reset your password.
1. Log into the Freed Maxick portal. If you have multiple portals, select the portal you wish to add the user to.
2. Click CLIENT USERS in the upper right corner.
3. Click “Add New User” in the upper left corner and enter all required information, then click “Save and Close.”
4. If you are the portal administrator for more than one portal, you may choose to add the new user to another portal by clicking the “Assigned Portals” tab.
5. Click “Save and Close.”
IMPORTANT: The new user will receive a welcome email. Be sure they add the noreply@wolterskluwer.com and noreply@cch.com email addresses to their contact list and / or mark the address as “not spam.”
While logged into the portal, click on the “down arrow” icon in the upper right corner and select “New User Tour” for an instructional video.
We 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.
Returns
CLICK HERE for an overview of the typical 1040 experience.
CLICK HERE for an overview of the typical business return experience (including K1s.)
Organizers for 1040 clients
CLICK HERE for an overview of the typical organizer experience.
Engagement letters and other document signatures
CLICK HERE for the full signer experience on your DESKTOP.
CLICK HERE for the full signer experience on your MOBILE.