Client Portals and Workflow Technology

CCH Portal

Use this portal to access copies of your Tax Returns or upload files to us securely, anywhere, anytime. This portal can be accessed from any Web browser or Internet-enabled mobile device.

Did you know there’s an app for that?

Download here:

iPhone and iPad

Android

Suralink

Use our Suralink workflow software to access and upload information requests for your Financial Statement Audit, Review, and related Tax Returns. Our Suralink platform combines a dynamic information request list (“PBC list”), assignment workflow, and secure file hosting with real-time updates.

Sharefile

Please access our Sharefile site to easily access and securely share large files with us for your project.  Sharefile is typically utilized for your consulting engagements as well as a virtual data room for your project.

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