Check out the Assurance Resources, including Suralink, SafeSend, and LeaseCrunch resources and FAQs.
Frequently Asked Questions
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.
No. You’ll receive an email from SafeSend with instructions on how to open and review your documents whenever we send something new.
Contact your Freed Tax Advisor or email our Client Technology Support Team.
For married couples filing jointly, the designated "taxpayer" must initiate and sign the engagement letter. Once the taxpayer has signed, their spouse will receive an email prompting them to sign as well. Once both spouses have signed the engagement letter, they can proceed to complete the organizer and upload tax documents.
Contact your Freed Tax Advisor or email our Client Technology Support Team to re-open your Gather.
SOLUTION 1
Check document status: Ensure that the documents were successfully uploaded. Look for a green checkmark next to the uploaded document.
SOLUTION 2
Categorize documents: Try hovering over an unrecognized document to preview, edit, or delete it.
Returns
CLICK HERE for an overview of the typical 1040 experience.
CLICK HERE for an overview of the typical business return experience (including K1s.)
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.
User Experience for SafeSend Gather Organizers for 1040 clients
CLICK HERE for 5-minute video.
CLICK HERE for a step-by-step tutorial.