Client Hub
Welcome to Your Client Hub Depending on which Nichols Cauley service you use, choose your login below to access your secure account portal. Your portal provides 24/7 access to documents, billing, and account information. Don't have login credentials yet? Contact us for account setup support.
New simpler, secure way to pay your Nichols Cauley invoices
New payments system beginning July 1, 2026
Beginning July 1, your invoices will be delivered by email through our new secure payment system. You'll be able to pay quickly and securely online — by bank transfer or credit card.
Insurance Carrier Support
Including Claims, Billing, and Contact Information
We want to assist our customers any way we can. In order to give you the most efficient service, we have built an online Policy Service Center to allow our customers to change policy information, report claims, or make a payment directly to your insurance carrier.
Online Billing & Payments
Most of our insurance companies have the option for you to pay your premiums by EFT (Electronic Funds Transfer), e-check or by credit card. Fast online payments can prevent lapses in coverage and save you time.
Online Claims Filing
If you have a claim to report, you can take advantage of your insurance carrier's 24/7 Claim Support Service to report a claim directly to the insurance company claim department or you may contact Partners Risk Services.
Certificate of Insurance
You may use the form below to submit a request for a Certificate of Insurance directly to one of our qualified agents. An agent from our office will contact you shortly after receiving the request. This feature is only for existing clients who are commercial policyholders.
Policy Change Request
Use this form to request a change to your current insurance policy. By submitting this form you understand that no coverage or premium adjustment of any kind is bound until you receive written notice.
Auto ID Card Request
Use this form to request a replacement auto policy ID card for your current insurance policy. The Auto ID Card provides proof of coverage and also provides the insured with information on what to do in case of an accident. Certain states require an Auto ID Card be carried in the vehicle at all times.
Annual Insurance Review
In today's fast-paced world, making sure that your insurance policies are up-to-date is more important than ever. By staying in touch with your insurance agent, you can ensure that you always have the protection that you and your family deserve. This Annual Insurance Review will help us see which plan will give you, your family, and your assets the best possible coverage and peace of mind.
Benefits of Using SafeSend Returns
Receive your tax returns securely without the need to setup an account or remember a password
Accessible across all platforms: computer, smartphone, or tablet
Electronically sign your federal and state e-file authorizations (8879), no printing or mailing necessary
Receive payment reminder e-mails
Download a copy of your tax return
For businesses, conveniently distribute your K-1s electronically
How It Works
You will receive an email from Nichols Cauley with a "from" address of noreply@safesendreturns.com.
The email will contain a safe link for you to access your tax return.
After clicking on the link, you will be asked to enter the last four digits of your Social Security number to review your return.
SafeSend will email or text you an access code to further verify your identity. For emailed codes, check your spam or junk folders if you do not receive the email in your inbox. You must enter the code within 20 minutes of receipt. If you do not enter the code within 20 minutes, you can request another.
When you are ready to sign your e-file authorization form(s), you will be asked a series of simple questions to verify your identity.
Once you have signed the e-file authorization form(s), Nichols Cauley will be notified and will complete the rest of the e-filing process.
