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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:
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.
DocuSign
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.
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 traditional paper option 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:
While we recommend utilizing our contactless solutions, 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, 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
YHB offices are equipped to safely receive documents from clients in person if needed. As of this letter, all YHB offices are open by appointment only. The below offices have installed secure drop boxes on the outside of the building:
If available, we recommend using the drop boxes for delivering documents in person. If a drop box is unavailable, please call ahead to schedule a drop off time with the receptionist. Office phone numbers can be found at YHBcpa.com/contact.
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 circumstances allow, some in-person meetings may be available. We encourage you to reach out to your YHB team member to make an appointment. Please note masks are required, the number of guests are limited, and we are spacing meetings further apart to allow for cleanings between meetings. Our offices are following guidance issued by the CDC and Virginia Department of Health.
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.
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.
