Client Resources
Client Payment Portal
Pay your bill, set up recurring payments, connect multiple client numbers to one payment portal account, view your payment history, and more with CRI’s fully Payment Card Industry Data Security Standard (PCI DSS)-compliant client payment portal software, powered by Aiwyn.
HubSync Document Workspace
HubSync is a collaboration workspace that allows streamlined communication and workflows between you and our CRI Family of Companies team. HubSync’s platform allows you to share information with our team of advisors securely and for us to provide you with information pertaining to your engagement(s).
Client Payment Portal Resources
Client Payment Portal Intro Video
ACH/Bank Transfers
Credit Cards
AutoPay & Recurring Payments
Help Center
Client Payment Portal Intro Video
Watch this quick intro video detailing what you can expect from your client payment portal experience.
ACH/Bank Transfers
Use your bank account to make payments with no processing fees. Click here for more information.
Credit Cards
Make a payment with a credit card. Credit card payments are subject to a 3.5% additional processing fee. Click here for more information.
AutoPay & Recurring Payments
Never miss a payment! Set up autopay for specific invoices or recurring payments for ongoing services. Click here for more information.
Help Center
You can access the Client Support Center, powered by Aiwyn, as well as additional resources below:
- Client Payment Portal Intro Video
- Pay Invoice Without User Account
- How To Make A Payment Without an Invoice
- Create New User Account
- Link Multiple Client Accounts to User
- Using ACH Bank Transfer to Make a Payment
- Setup AutoPay
- Setup a Recurring Payment
- Skip or Modify a Scheduled Recurring Payment
- Unable to Download Invoice PDF
HubSync is a platform that streamlines how you interact with our Family of Company advisors, reducing the need for multiple logins, portals, and touch points. With HubSync, you can look forward to the following:
- Electronic engagement letter execution
- An online portal for document submission
- Individual digital tax organizers
- E-file form(s) signing
- A centralized portal for communication and administrative tasks related to your “CRI Family of Companies-delivered services”
With HubSync, you can complete tasks from a computer or mobile device. Please anticipate signature requests, reminders, and other notifications from Notifications@assuresign.com and no-reply@hubsync.com. Please do not delete or mark these emails as spam to ensure proper delivery.
You may also receive reminders and/or notifications aimed at streamlining your engagement’s progress. If you have questions regarding HubSync™, please reach out to your advisor.
Check out our HubSync Client Invitation guide for additional details about signing up for HubSync.
Check out our HubSync Client Document Signing guidance for details on providing your signature on important documents.
Check out our Tax Organizer and Tax Return Delivery Experience guide!
Learn about the Tax Return Progress Dashboard.
HubSync now offers a convenient way to access your client portal without entering a password. If your email address is registered with
HubSync, you can use the “magic link” login option to sign in securely through your email inbox. Simply request a magic link, check
your email, and click to log in. This guide walks you through each step of the process.
A new HubSync feature that allows clients to manage Schedule K-1 distributions to partnership members or S-corporation shareholders. Using HubSync, you can securely send K-1 forms directly from the platform. Explore our quick guide to learn how to enter recipient email addresses and distribute K-1s securely and with ease.
Check our our helpful Frequently Asked Questions (FAQs) document about the HubSync platform.
Sharefile Resources
ShareFile allows you to securely share documents with your CRI advisor without having to worry about unsafe information transfers or file size restrictions. This platform easily integrates into your email and gives you the ability to send or request any size document, from anywhere, while also protecting your secure data. Serving as a virtual lockbox, ShareFile offers peace of mind when it comes time to send sensitive emails and attachments by providing you with bank-level encryption.
CRI Tax Resources
Check out CRI’s Tax Resources below:
Internal Revenue Service (IRS) instructions for Schedule K-1 explain how to report income, credits, deductions, and other items shown on the schedule. Contact your CRI advisor if you need assistance.
- Shareholder’s Instructions for Schedule K-1. Click here to access Form 1120-S.
- Partner’s Instructions for Schedule K-1. Click here to access Form 1065.
- Instructions for Schedule K-1. Click here to access Form 1041.
CRI's long-time pursuit of delivering high-quality audit and assurance services catalyzes implementing a system of quality controls designed to ensure reasonable assurance for all services delivered. Our firm's experienced partners and professional staff conduct these regular quality control reviews of our audits.
Our partners’ work is reviewed annually, and the inspection process includes periodic testing of the effectiveness of our quality controls and a continuous improvement program. This risk-based annual inspection is intended to mimic the triennial peer review and is performed on completed engagements. In addition to this inspection, we perform in-process “pre-issuance” reviews of our partners’ work chosen using a risk-based selection process. Our Corporate quality control team conducts these reviews. The combination of the in-process and complete engagement reviews make up a portion of our continuous improvement processes.
A peer independent public accounting firm performs our firm’s peer reviews every three years. The most recent review of our firm can be found below and was reported the most favorable possible, “Pass.”
In addition, we are registered with the PCAOB, and our most recent PCAOB inspection report was also the most favorable possible—no audit deficiencies or quality control defects were identified.