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Client Portal

Grow Confidently

The professionals at YHB are committed to providing you with the right tools and resources that work. Our client portal provides some useful links so you can grow confidently.


Send and receive files securely and efficiently through ShareFile.

Click Here to Go to ShareFile

Payment Portal

Pay invoices online by credit card, ACH or with monthly payments.

Click Here to Pay Online

Client Collaboration Login

For Clients Who Have Already Registered Only

Login to complete your individual tax return, sign tax returns, and more.

Login to Client Collaboration

YHB Wealth Login

Login to review your accounts or make online transfers.

Login to Your Account

As our valued friend of YHB, your experience with us should be nothing less than superb. At all times, you should feel our distinguishing commitment to provide premium services. We are excited to start our professional relationship and hope that you will consider us your go-to advisors when making financial decisions.

Our number one source of growth is referrals from satisfied clients. If you know of an individual or business who may benefit from our services, please let us know!

YHB publishes an electronic newsletter covering a variety of industries as well as timely tax & accounting changes.

Click Here

Office Locations

Have Questions?