Client Hub
We are proud to use secure digital platforms to support our Cherry Bekaert clients. Use this page to sign in and share your documents, receive and download your tax returns and complete payment online.
As always, reach out to your Cherry Bekaert tax advisor with any questions or concerns.
Suralink and TaxCaddy enable our tax professionals to easily connect with our clients to request and exchange documents via secure, convenient platforms.
Suralink is available for business document exchange – if we prepare your business returns, use the Suralink above to log in to your account and ensure you are up to date with what your engagement team needs to serve you.
TaxCaddy is our tool for individual (1040) document exchange. Log in using the TaxCaddy link above, or learn more about the benefits of TaxCaddy and request an account, if needed, by clicking here.
If you have questions about either of these document exchange platforms, please contact your tax advisor.
We are proud to use SafeSend as a secure way to access, sign and download your tax returns. When your return is ready, you will receive a notification from your Cherry Bekaert team along with a direct link from SafeSend to view your personal documents.
Once you receive information from SafeSend and your engagement team, you may follow the instructions below to sign and download your return for your records.
- SafeSend Instructions for Individual Returns (1040s)
- SafeSend Instructions for Partnership Returns (K-1s)
Please note: Your SafeSend link will remain active for seven years. However, we strongly recommend you download and retain your return on your personal device/ drive once it is signed and complete to ensure your records are comprehensive beyond SafeSend’s seven year retention period.
If you need to send us physical tax documents, in lieu of using the digital tools above, please mail them to:
Attn: Cherry Bekaert Paper Processing Hub
3800 Glenwood Ave
Suite 200
Raleigh, NC 27612
Contact your tax advisor with any questions.
Suralink and TaxCaddy enable our tax professionals to easily connect with our clients to request and exchange documents via secure, convenient platforms.
Suralink is available for business document exchange – if we prepare your business returns, use the Suralink above to log in to your account and ensure you are up to date with what your engagement team needs to serve you.
TaxCaddy is our tool for individual (1040) document exchange. Log in using the TaxCaddy link above, or learn more about the benefits of TaxCaddy and request an account, if needed, by clicking here.
If you have questions about either of these document exchange platforms, please contact your tax advisor.
We are proud to use SafeSend as a secure way to access, sign and download your tax returns. When your return is ready, you will receive a notification from your Cherry Bekaert team along with a direct link from SafeSend to view your personal documents.
Once you receive information from SafeSend and your engagement team, you may follow the instructions below to sign and download your return for your records.
- SafeSend Instructions for Individual Returns (1040s)
- SafeSend Instructions for Partnership Returns (K-1s)
Please note: Your SafeSend link will remain active for seven years. However, we strongly recommend you download and retain your return on your personal device/ drive once it is signed and complete to ensure your records are comprehensive beyond SafeSend’s seven year retention period.
If you need to send us physical tax documents, in lieu of using the digital tools above, please mail them to:
Attn: Cherry Bekaert Paper Processing Hub
3800 Glenwood Ave
Suite 200
Raleigh, NC 27612
Contact your tax advisor with any questions.