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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.

Winchester Office Move

Please note: YHB’s Winchester office is temporarily closed to the public while we move to our new home at 160 Exeter Drive, Suite 200, Winchester, VA. We will reopen December 2nd.

Read more about the move Here