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

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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

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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

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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

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Inflo

smart data analytics & collaboration tools

Streamlined data collection through digital collaboration
Real-time dashboards for greater audit transparency
Delivers deeper insights with automated data analysis

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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.

Let's Talk