With the many changes in 2020 from the global pandemic to businesses working remotely it has raised the question of how businesses and individuals will adapt to the changing landscape. We are bridging that gap with our new “Client Collaboration” tool, which is a digital tool designed to help with the contactless preparation of your individual tax return. This tool will help provide a more seamless and effective approach to individual tax return preparation.
While we are excited to offer this new tool, this tool is completely optional and will not replace our existing avenues of sending documents to us via UPS, FedEx, USPS or secure email via ShareFile. This new option will enable our team to complete your individual taxes with a completely contactless experience if you opt-in to use the “Client Collaboration” tool. Some different highlights of this contactless option include:
To sign up for the client collaboration tool, please Click Here. A physical organizer will not be mailed if you opt-in to this option. For more information on this offering and other options to submit your tax documents to us, please visit yhbcpa.com/digital, email support@yhbcpa.com or call 1-800-495-4910.