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 email@example.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:
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.