Resources
Valuable Links and Tools
for Clients
Our resources page offers convenient access to essential tools such as an intuitive online payment portal, to help facilitate the payment of invoices. Safely share and upload documents with our secure document sharing portals, streamlining collaboration.
Online Payment Portal
With our secure portal, you can make a payment online through our vendor partner, Aiwyn. Invoices will be sent to you via email, and you will have options to use different payment methods, including credit card* or ACH bank transfer.
Suralink Document Portal
We partner with Suralink to provide updated portal technology to exchange information securely and efficiently.
• A single source of requests to replace multiple email trails
• Client access to deliverables 24/7
• More visibility of what information is requested and what is provided by both firm and client perspectives
• More accountability on both sides, which includes an audit trail of exchanges
• More monitoring capabilities on the status of engagements through the use of dashboards and reporting
Client Collaboration Portal
CCH AxcessTM Client Collaboration is a secure collaboration platform that helps facilitate a smooth an efficient process to better manage your tax engagement. With a straightforward step-by-step process, no one is left guessing what to do next.