Welcome to Cherry Bekaert’s Client Portal
Our Client Portal is your centralized destination for seamless collaboration. Here you can access secure file sharing, manage invoices, and conveniently pay bills, all in one location.
Client Portal
Helpful Links
Tax Clients
Sharing Your Tax Information: Suralink & TaxCaddy
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.
Receiving Your Tax Return: SafeSend
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.
Sending Paper Documents to Your Tax Team
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.
Sharing Your Tax Information: Suralink & TaxCaddy
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.
Receiving Your Tax Return: SafeSend
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.
Sending Paper Documents to Your Tax Team
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.
Advisory Clients
Risk & Cybersecurity
Both Suralink and Fieldguide allow our Cyber clients to:
- Easily connect with our cybersecurity professionals
- Request and exchange documents in a secure & convenient platform
- Provide status updates on project progression as documents are returned, and our procedures are performed.
Finance & Accounting Outsourcing
FAO utilizes Suralink for client collaboration:
- Suralink enables our Advisory professionals to securely and efficiently connect with clients to request and exchange documents needed to support ongoing accounting and finance services.
- Suralink is used for business document exchange. If we support your organization through FAO services, please use the Suralink link above to access your account and stay up to date on the information your engagement team needs to serve you.
Risk & Cybersecurity
Both Suralink and Fieldguide allow our Cyber clients to:
- Easily connect with our cybersecurity professionals
- Request and exchange documents in a secure & convenient platform
- Provide status updates on project progression as documents are returned, and our procedures are performed.
Finance & Accounting Outsourcing
FAO utilizes Suralink for client collaboration:
- Suralink enables our Advisory professionals to securely and efficiently connect with clients to request and exchange documents needed to support ongoing accounting and finance services.
- Suralink is used for business document exchange. If we support your organization through FAO services, please use the Suralink link above to access your account and stay up to date on the information your engagement team needs to serve you.
Important Reminders
Your Cherry Bekaert Team
You will receive an email from your relationship partner, your main point of contact at Cherry Bekaert, following your signed statement of work or engagement letter.
Billing
All invoices will be sent electronically via Aiwyn, Cherry Bekaert’s designated payment platform. With Aiwyn, you can access invoices, make payments online, use processing fee-free ACH/Bank Transfer, save your payment methods, add multiple accounts to your payment portal, and more:
