Kaufman Rossin File Sharing

TaxCaddy
Suralink

Secure & convenient file sharing solutions for clients

TaxCaddy and Suralink are secure, user-friendly platforms that help streamline the process of sharing financial documents. Individuals and business owners can easily submit files, collaborate with our team, and manage multiple engagement requests across devices.

This page provides step-by-step instructions to help you use these tools efficiently, so you can focus on what matters most—growing your business and planning for the future.
 
Please note that certain departments may leverage tools other than the main tools listed below. Contact your account representative for any questions on which tool is being used for your engagement.

A man and woman on a manufacturing team preparing shipments with laptops and boxes. A man and woman on a manufacturing team preparing shipments with laptops and boxes.

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TaxCaddy is a secure digital platform that simplifies tax document collection and sharing for individual taxpayers. Collaborate with your tax professional, upload documents and communicate seamlessly from any device, anywhere.

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A man sits on his back deck during the sunset and reviews digital tax documents. A man sits on his back deck during the sunset and reviews digital tax documents.

Simplify Tax Season

TaxCaddy makes it easy to collaborate with your tax professional — all in one secure platform.

TaxCaddy How-to Guide

How do I log in?

Step 1

Go to the TaxCaddy website: Open your web browser and go to www.taxcaddy.com.

Step 2

Click on “Login”: You’ll find a “Login” button at the top-right corner of the homepage. Click on it.

Step 3

Enter your credentials:

  • Email Address: Enter the email address associated with your TaxCaddy account.
  • Password: Enter your password. If you’ve forgotten it, you can click on “Forgot Password?” or “Send me a New Login Link” to reset it.

Step 4

Click “Sign In”: After entering your credentials, click the “Sign In” button to access your account. Note that a two-factor authentication may be sent to the phone number associated with the account. If you do not wish to receive that every time you log in, there is a box you can check to disable that additional verification.

How do I use TaxCaddy?

Click here to download a user guide.

Alternatively, once you are logged in to TaxCaddy, you can access a tutorial document with an overview of the basic functions. Simply click on your name at the top of your screen to open the menu and scroll down to “Tutorial.”

What if I need assistance?

If you’re having trouble logging in or using TaxCaddy, please reach out to your Kaufman Rossin tax professional for assistance.

Alternatively, you can contact the TaxCaddy customer support directly by calling (833) 829-3375. If you click your name on the dashboard, you can access help center articles as well as a brief tutorial for additional features.

A male and female financial advisors are discussing tax strategy while using their mobile devices, while another male and female are in the background talking at a desk. A male and female financial advisors are discussing tax strategy while using their mobile devices, while another male and female are in the background talking at a desk.

logo for suralink

Suralink is a secure, cloud-based file-sharing and request management platform that streamlines the document collection process. Suralink tools include:

  • Request List Management (RLM): Provides an efficient way to organize documents provided by a client, and allows all team members assigned to the client to collaborate in a centralized location, manage lists and track statuses.
  • Secure File Sharing (SFS): Allows for the secure sharing of documents via an email link. The documents shared through SFS are intended solely for the employee who provided the link for the client.
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Suralink video thumbnail showing secure financial document collaboration. Suralink video thumbnail showing secure financial document collaboration.

Streamline Document Requests

Suralink makes it easier to manage document requests and track progress, helping your team stay organized and in sync.

Suralink How-to Guide

How do I log in to Request List Management?

Step 1

When you first log in, you will be brought to the Clients page. You will see a list of engagements for your company.

Step 2

To launch an engagement, click on an engagement from the list or hover your mouse over the “Engagements” button in the top right of the window, and click on the engagement you want to launch from the dropdown list.

How do I use Request List Management (RLM)?

Click here to download a user guide.

How do I share files using Secure File Sharing?

Step 1

Click the link provided by the person you’d like to send documents to.

Step 2

On the Secure File Sharing page, click in the blue box and select files or drag and drop them in the window.

Step 3

Files you’ve uploaded will appear in a list where you can add more or delete files you don’t want to send.

Step 4

When you’ve finished adding and removing files, enter your name, email and any additional information you’d like to provide. Click “Send Attached Files” and they’ll be delivered securely to the recipient.

 

For more information, click here to download a user guide.

What if I need assistance?

If you’re having trouble logging in or using Suralink, please reach out to your Kaufman Rossin tax professional for assistance.

Alternatively, you can contact support@suralink.com

 

Need assistance?

Complete the fields below and our team will contact you within 1 to 2 business days.