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Digital

A Better Way to Work Together

YHB provides tools to allow our clients to work with any YHB team member easily and securely from anywhere in the world. We have been diligent in developing systems to continue providing exceptional service to you, regardless of the method you choose to use. Our goal is to provide the support and knowledge needed to make partnering with YHB as easy and safe as possible.

SafeSend Returns

deliver, review, & sign

  • Electronically view, sign, save and print your tax documents
  • Access to your tax return for seven years
  • Receive estimated tax payment reminders at a schedule of your choosing
More About SafeSend Returns

SafeSend Organizer

collect, streamline, & organize

  • Easier process for submitting files for individual tax filers, without relying on the mail
  • Instant access to tax documents for the YHB team and you
  • Increased security around sharing your information
More About SafeSend Organizer

SuraLink

file requests & secure sharing

  • Simplified process for submitting files
  • Organized request list so you know what documents to upload
  • Track progress of outstanding items
More About SuraLink

ShareFile

secure file delivery

  • Industry-leading security for sharing information digitally
  • Drag and drop files for easy file sharing
  • Request a direct link from your YHB team member to submit files to them
More About ShareFile

How to get Help

We understand many of these processes will be new for some of our clients. Should you have any questions or require assistance, we encourage you to contact your YHB team member or contact our client success team at support@yhbcpa.com or 1-800-495-4910.

YHB Closed for the Shenandoah Apple Blossom Festival

In celebration of the Shenandoah Apple Blossom Festival, all YHB offices will be closed on Friday, May 2. With our headquarters located in Winchester, VA, we’re proud to take part in this beloved community tradition that brings so many together. Normal business hours will resume on Monday, May 5.

If you need to connect with your YHB partner or schedule a meeting, we encourage you to reach out ahead of time to avoid any delays during the closure.

Thank you for your understanding — and happy Apple Blossom!