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 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).
Watch this quick intro video detailing what you can expect from your client payment portal experience.
Use your bank account to make payments with no processing fees. Click here for more information.
Make a payment with a credit card. Credit card payments are subject to a 3.5% additional processing fee. Click here for more information.
Never miss a payment! Set up autopay for specific invoices or recurring payments for ongoing services. Click here for more information.
You can access the Client Support Center, powered by Aiwyn, as well as additional resources below:
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:
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 signatre on important documents.
Check our our helpful Frequently Asked Questions (FAQs) document about the HubSync platform.
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.
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.
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.