Client Hub
Tax Client Portal Retiring June 1
Download important documents by May 31
NOTE: Client Portal will retire on May 31, 2025
The Cherry Bekaert Tax Client Portal (ClientFlow Portal) will be retired on June 1, 2025 as we continue improving the digital solutions we offer to our clients. After May 31, you will no longer have access to the Client Portal or any documents currently stored in your account, including all types of returns from all tax years.
Please take time now to download and save any of your needed documents from the Client Portal.
NOTE: Client Portal will retire on May 31, 2025
The Client Portal functionality is being replaced with our preferred document exchange tools – TaxCaddy for individual returns, Suralink for business returns, and SafeSend for return delivery. These services will enable more efficient service and are designed to make sharing and receiving your tax documents easier – this year and beyond.
Our Tax professionals have been using SafeSend and TaxCaddy to serve our clients for several years, and we rolled out Suralink to our business clients beginning in 2025. These platforms provide the functionality and security you’ve come to expect, with a more modern and easy to navigate interface.
NOTE: Client Portal will retire on May 31, 2025
You may have already received invitations to join TaxCaddy and/or Suralink based on the services we provide you. If not, please reach out to your engagement team for an invitation and to create your new account.
NOTE: Client Portal will retire on May 31, 2025
- Use of your user account requires one of the following internet browsers:
- Apple Safari (Version 5.0 or higher)
- Google Chrome (Version not applicable)
- Microsoft Internet Explorer (Version 7.0 or higher)
- Mozilla Firefox (Version 3.0 or higher)
- Your Log-In ID is not case sensitive, however, your temporary password is case-sensitive
- For security reasons, you are required to change your password upon logging in for the first time
- Your new password must be 8 to 32 characters in length
- Your new password must contain at least one alpha character, one numeric character, one special character (e.g. !, @, #, etc.) and is case sensitive
- Cannot contain the user’s login
- Cannot contain the user’s first name or last name
- If you forget your password, it may be reset anytime by clicking “Forgot Password”? on the login page.
NOTE: Client Portal will retire on May 31, 2025
Absolutely! You can now access documents on your iPhone, iPad or other mobile device. Simply Download our new App and log-in with your new Log-In ID and Password.
 |
 |
Note: If the Mobile App is not downloaded to your Mobile Device, you are likely to experience difficulty when opening documents within your user account.
NOTE: Client Portal will retire on May 31, 2025
Please visit the Help & How-To Center guidance on Viewing ClientFlow files.
NOTE: Client Portal will retire on May 31, 2025
Yes. Please visit the Help & How-To Center guidance on Uploading files to ClientFlow.
NOTE: Client Portal will retire on May 31, 2025
Upon signature of your E-File Forms, we recommend you scan and upload your forms back to your user account. This is the most effective method of returning your signed E-File Forms to Cherry Bekaert.
In the event you are not able to scan and upload your forms to your user account, you may fax or mail the forms back to the office location in which you interact with. Please visit our Locations listing to determine the appropriate mailing address and/or fax number.
NOTE: Client Portal will retire on May 31, 2025
Tax returns and other actionable items will remain available until the due date of the item published. For example, tax returns and estimated tax vouchers will remain available until the due date of the tax return, or the date the last estimated tax payment is due. All other items published to your user account, such as information provided for use within your tax return, will be removed upon receipt by Cherry Bekaert. For further information, please review the Terms & Conditions agreed to upon user registration of your user account. Review Terms & Conditions.
NOTE: Client Portal will retire on May 31, 2025
If you have previously registered for portal access, you should be able to use the same user login and password this year. If you forgot your password, click on “forgot password” at login screen. If you need additional registration or access assistance, please send an e-mail to: gfrsupport@cbh.com and note in the subject line “Client Assistance Needed.” Please provide your name and a phone number in the body of the e-mail and someone from our support team will contact you shortly.
If you are running into issues viewing the Security Questions window or other parts we suggest downloading the newest version of Adobe Flash Player. After successful download you will be able to better view these parts of the website.
NOTE: Client Portal will retire on May 31, 2025
The Cherry Bekaert Tax Client Portal (ClientFlow Portal) will be retired on June 1, 2025 as we continue improving the digital solutions we offer to our clients. After May 31, you will no longer have access to the Client Portal or any documents currently stored in your account, including all types of returns from all tax years.
Please take time now to download and save any of your needed documents from the Client Portal.
NOTE: Client Portal will retire on May 31, 2025
The Client Portal functionality is being replaced with our preferred document exchange tools – TaxCaddy for individual returns, Suralink for business returns, and SafeSend for return delivery. These services will enable more efficient service and are designed to make sharing and receiving your tax documents easier – this year and beyond.
Our Tax professionals have been using SafeSend and TaxCaddy to serve our clients for several years, and we rolled out Suralink to our business clients beginning in 2025. These platforms provide the functionality and security you’ve come to expect, with a more modern and easy to navigate interface.
NOTE: Client Portal will retire on May 31, 2025
You may have already received invitations to join TaxCaddy and/or Suralink based on the services we provide you. If not, please reach out to your engagement team for an invitation and to create your new account.
NOTE: Client Portal will retire on May 31, 2025
- Use of your user account requires one of the following internet browsers:
- Apple Safari (Version 5.0 or higher)
- Google Chrome (Version not applicable)
- Microsoft Internet Explorer (Version 7.0 or higher)
- Mozilla Firefox (Version 3.0 or higher)
- Your Log-In ID is not case sensitive, however, your temporary password is case-sensitive
- For security reasons, you are required to change your password upon logging in for the first time
- Your new password must be 8 to 32 characters in length
- Your new password must contain at least one alpha character, one numeric character, one special character (e.g. !, @, #, etc.) and is case sensitive
- Cannot contain the user’s login
- Cannot contain the user’s first name or last name
- If you forget your password, it may be reset anytime by clicking “Forgot Password”? on the login page.
NOTE: Client Portal will retire on May 31, 2025
Absolutely! You can now access documents on your iPhone, iPad or other mobile device. Simply Download our new App and log-in with your new Log-In ID and Password.
|
|
Note: If the Mobile App is not downloaded to your Mobile Device, you are likely to experience difficulty when opening documents within your user account.
NOTE: Client Portal will retire on May 31, 2025
Please visit the Help & How-To Center guidance on Viewing ClientFlow files.
NOTE: Client Portal will retire on May 31, 2025
Yes. Please visit the Help & How-To Center guidance on Uploading files to ClientFlow.
NOTE: Client Portal will retire on May 31, 2025
Upon signature of your E-File Forms, we recommend you scan and upload your forms back to your user account. This is the most effective method of returning your signed E-File Forms to Cherry Bekaert.
In the event you are not able to scan and upload your forms to your user account, you may fax or mail the forms back to the office location in which you interact with. Please visit our Locations listing to determine the appropriate mailing address and/or fax number.
NOTE: Client Portal will retire on May 31, 2025
Tax returns and other actionable items will remain available until the due date of the item published. For example, tax returns and estimated tax vouchers will remain available until the due date of the tax return, or the date the last estimated tax payment is due. All other items published to your user account, such as information provided for use within your tax return, will be removed upon receipt by Cherry Bekaert. For further information, please review the Terms & Conditions agreed to upon user registration of your user account. Review Terms & Conditions.
NOTE: Client Portal will retire on May 31, 2025
If you have previously registered for portal access, you should be able to use the same user login and password this year. If you forgot your password, click on “forgot password” at login screen. If you need additional registration or access assistance, please send an e-mail to: gfrsupport@cbh.com and note in the subject line “Client Assistance Needed.” Please provide your name and a phone number in the body of the e-mail and someone from our support team will contact you shortly.
If you are running into issues viewing the Security Questions window or other parts we suggest downloading the newest version of Adobe Flash Player. After successful download you will be able to better view these parts of the website.