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. As we enter the New Year, we want 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.
- The ability to e-Sign your return, engagement letters and other documents online.
- Submit W2s, 1099s, 1098s, and other year-end financial documents to the online organizer request list, saving time and making documents immediately available to your YHB team.
- Review your return and a summary immediately upon completion.
- One portal to complete the entire process.
This completely digital experience can be completed from the safety of your home or office. Please note, this is the preferred method for individual filers.
To utilize Client Collaboration, you must opt-in using the below sign-up form. No physical organizer will be mailed.
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.
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.
How to get Help
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 1-800-464-1976.
Sign Up for Alerts
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.