Skip to content
Close
light-blue-tech-hub-image-1

Client Technology Hub

 

Assurance Client Resources

SURALINK        SAFESEND         LEASECRUNCH         FAQS

SURALINK

The Suralink platform is used to collaborate, exchange documents at scale, and track the progress of engagements. With Suralink, all requests are in one place, updated in real-time, and accessible by everyone working on the engagement. You can efficiently exchange files, get categorized progress breakouts by responsibility, and reduce the risk of unauthorized access to data.

Click here for FAQs.

SAFESEND

SafeSend is a secure and easy-to-use application that streamlines the delivery of engagement letters and allows for electronic signatures.

You’ll receive an email from noreply@safesendreturns.com with instructions on how to open and review your documents whenever we send something new.

IMPORTANT: Don’t miss an email!
Be sure to add the noreply@safesendreturns.com email address to your contact list and/or mark the address as “not spam.”

Click here for FAQs.

LEASECRUNCH

LeaseCrunch is a specialized platform that allows clients to automate compliance with new lease reporting standards.

Click here for FAQs.

 

Frequently Asked Questions

SAFESEND FAQs
What happened to DocuSign? We replaced DocuSign with SafeSend Signatures.
Do I need a SafeSend account? No. You’ll receive an email from SafeSend with instructions on how to open and review your documents whenever we send something new.
I need more guidance.

CLICK HERE for the full signer experience on your DESKTOP.

CLICK HERE for the full signer experience on your MOBILE.

 

LEASECRUNCH FAQs
Where can I find more information on LeaseCrunch? If you have questions about using LeaseCrunch or need help navigating through its features, the LeaseCrunch FAQ section provides answers to a wide range of questions.

SURALINK FAQs
How do I use Suralink? Suralink’s FAQ covers everything you need to get started, ensuring you can make the most of Suralink's features.
How do I set up Two-Factor Authentication (2FA) in Suralink? Implementing 2FA adds an extra layer of security, protecting your account from unauthorized access. For detailed instructions, visit Suralink’s guide on Two Factor Authentication.

DIDN’T FIND WHAT YOU’RE LOOKING FOR?

Email our Client Technology Support Team with questions. Typical response time is one business day.

OR

Click here for tax resources, including CCH and SafeSend resources and FAQs.

Get In Touch

There’s a highly experienced and motivated team waiting to help you solve any challenge, no matter how large or small. At Freed Maxick, our calling is making sure you’re able to focus on yours.