Please note, if you are filing a joint return, we are required to have separate e-mails for the primary filer and spouse. If you and your partner do not have a separate e-mail account you can still use Client Collaboration. Tax returns will need to be signed utilizing DocuSign, which is separate from the Client Collaboration platform. In addition, only the primary taxpayer will have access to the Client Collaboration platform using the email address provided.
YHB has been working to prevent any major disruptions in working with you while many of our staff members are still working remotely. We have been diligent in developing systems to continue providing exceptional service to you during this time. Our goal is to provide you the tools and knowledge needed to make partnering with YHB as easy and safe as possible.
Our digital solutions provide an easy, fast and safe method for working with your team members at YHB. Utilizing our digital technology is a convenient way to securely transfer files, sign documents and communicate quickly with us. Below are examples of tools available to you:
We are pleased to introduce a new and completely digital solution for clients this year. Client Collaboration’s platform facilitates a seamless experience between you and your team at YHB. The new portal will walk you through a straightforward step-by-step process, so you will never be left guessing what to do next.
This completely digital experience can be completed from the safety of your home or office.
To utilize Client Collaboration, you must opt-in using the below sign-up form. For clients opting to use this tool, no printed organizer will be mailed. While this is the preferred method for individual filers, we are happy to still provide a paper organizer for those that do not opt-in.
Our preferred method for individual filers is Client Collaboration. We believe this process will make working together easier and faster! Please note, Client Collaboration is only available for individual filers at this time, not business or other types of filers.
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:
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.
In addition, some documents can be signed digitally via DocuSign. This allows you to electronically sign documents without needing to print, sign and scan it back to us. It also automatically notifies us when you’ve completed signing the documents so we can keep the process moving forward.
By default, all tax returns will be delivered via DocuSign.