CLIENT RESOURCES
Secure Access. Simplified.
All the tools you need to securely share, sign, and access information with CTBK — in one place.
Designed for a Seamless Client Experience
At CTBK, we prioritize making your experience simple and secure. Our client resources provides easy access to the tools we use to exchange documents, collect information, and deliver your completed work — all while maintaining the highest level of data security and confidentiality.
Below, you’ll find quick links and details for the platforms we use with our clients. If you’re unsure which one applies to you, please reach out to your CTBK engagement team for guidance.
For Tax Clients
SafeSend is our secure, easy-to-use platform for delivering your tax returns and collecting signatures electronically.
With SafeSend, you can:
- Submit your tax documents digitally
- Download copies for your records
- Review and sign your tax returns
- Make tax payments or access filing instructions
For Attest, Outsourced Accounting, and Advisory Services Clients
Suralink is our secure document exchange platform used for audits, reviews, and other attest engagements.
With Suralink, you can:
- Upload and manage requested documents
- Track progress in real-time
- Communicate securely with your CTBK engagement team
Bill Pay
Convenient, Secure Payment Options.
Managing your account with CTBK is easier than ever. Our secure online payment portal allows you to conveniently pay your invoices anytime, from anywhere.
