Thank you for being a valued client. To ensure your experience is seamless, below are some helpful resources that can help you get started. We have compiled how-to videos for softwares such as Adobe, Suralink, Safe Send Return (SSR), Microsoft Teams, etc. Please note to enlarge the videos click the bracket button [ ] on the lower right of the video. If you are experiencing issues or have concerns, contact a WG team member for further questions.
CLIENT RESOURCE CENTER
Welcome
![](https://www.wgcpas.com/wp-content/uploads/2022/02/safe-send-return-150x150.png)
Safe Send Return (SSR)
Safe, Send, Return (SSR)
Accessing Your Tax Return
Requesting an Access Code
Reviewing Return and Payment
Electronically Signing Your Authorization Form
Making Tax Payments
![](https://www.wgcpas.com/wp-content/uploads/2020/01/suralink-150x150.png)
Suralink
Creating a Suralink account: This video will demonstrate how to create your Suralink account after receiving an invitation to join from your WG Advisor.
Suralink Uploading Files: This video will demonstrate how to upload a file to a request in Suralink.
Download the pdf version here.
![](https://www.wgcpas.com/wp-content/uploads/2020/01/adobe-sign-logo-150x150.png)
Adobe Sign
Adobe Sign for Business Returns: This video will walk you through the processing of signing a business tax return with Adobe Sign.
Remove a PDF Password: This video will show you how to remove a password from a PDF file before uploading it to Suralink or sending it to your WG Advisor through SecureMail.
Download the pdf version here.
![](https://www.wgcpas.com/wp-content/uploads/2022/02/teams-logo-150x150.png)
Teams
Joining a Teams Meeting: In this video, we will be discussing how to join a Microsoft Teams meeting and how to attend them via your calendar.
Sharing Content: After you log into your appropriate meeting, this video will guide you on how to share content through the platform.
![](https://www.wgcpas.com/wp-content/uploads/2021/05/WG_Nest-150x150.png)
Other
Securemail: In this video, we will demonstrate how to access an email or a file sent through Securemail from your WG Advisor.
Download the pdf version of Securemail here.