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Client Resources


Secure E-Mail & File Sharing

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.

Schedule K-1 Instructions

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

Partner's Instructions for Schedule K-1

Instructions for Schedule K-1