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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.
deliver, review, & sign
collect, streamline, & organize
file requests & secure sharing
secure file delivery
We understand many of these processes will be new for most 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 offers the option for you to submit and sign documents electronically in addition to delivering some documents via mail or in-person. To accomplish this, we utilize the below software:
ShareFile
YHB has the ability to send and receive files using a secure file transfer portal known as ShareFile. This option eliminates the need to mail or hand deliver sensitive documents. Your YHB team member can send you a secure link to send files or you can visit YHBcpa.com/client-portal to transfer documents to us.
Our goal is to make working with us as convenient and safe as possible. Our Client Sucess Team is always on standby to help you through the process.
We understand digital solutions will not work for everyone. Below are traditional options for completing your tax returns with a paper organizer and a paper individual tax process. To accomplish this, we have modified our digital options for clients who wish to use this method. You will still receive a tax organizer in the mail. To return documents to us, we recommend the below options:
Our offices are accepting mail from the United States Post Office, FedEx and UPS. For information on mailing, please visit YHBcpa.com/contact. In the event an office would need to close due to elements outside of our control, physical mail has been arranged to be forwarded to another YHB location for processing. Please be advised this disruption could cause a brief delay in services.
In-Person Delivery
All YHB offices are equipped to receive documents from clients in person if needed. For convenience the below offices have installed secure drop boxes on the outside of the building:
Please note, all tax returns will be delivered digitally. However, if requested, returns can be delivered by mail or available for pick-up by making an appointment.
We want to connect with you! That is why we’ve invested in the ability to video conference and share screens utilizing a program called Ring Central. When requested, your YHB team member can setup a virtual meeting to review documents and answer question. This can be done from a smart phone, tablet or computer.
If not already subscribed, we encourage you to sign up for YHB’s digital newsletter. As we have seen deadlines change, new bills passed and other rapidly evolving guidance issued, your team at YHB has kept you informed with what you need to know. Stay in the know by signing up for our digital newsletter.
