YBL Connect Overview

YBL Connect is our intelligent tax questionnaire and document management system that provides you with a secure and paperless client portal that makes collaborating with our team easier than ever before. With YBL Connect, you'll have access to direct messaging capabilities that allow you to communicate with our team in real-time, ensuring that you're always up-to-date on the status of your tax filings. Our system prioritizes security and confidentiality, so you can be sure that your sensitive information is always protected.

Let's make taxes easy.

We are thrilled to have you on board with YBL Connect! To ensure a smooth tax filing experience, we highly recommend that you refer to our Tax Checklist before answering your questionnaire.

Every year our Tax Team prepares this checklist to help you gather all the necessary information and documentation for the tax filing process, so you can be confident that you have everything you need to answer the questions in YBL Connect. Using the Tax Checklist as a reference can save valuable time and avoid any delays or errors that could slow down the process.

Our friendly team is always here to help, so if you have any questions or concerns, please don't hesitate to contact us through YBL Connect. We're excited to work with you and make your tax filing experience as seamless and stress-free as possible.

YBL CONNECT FAQ

Q: What is YBL Connect?
A: YBL Connect is a cloud-based client portal we designed to simplify the tax filing process. It is an app that enables clients to collaborate with our team through an intelligent personal tax questionnaire, document management system, and messaging platform that prioritizes security and confidentiality.

Q: How does YBL Connect work?
A: YBL Connect uses an intelligent questionnaire to gather information required for tax filing. Clients can securely upload and store their tax-related documents within the portal and communicate with our team through direct messaging capabilities. All prior year data is stored to improve efficiency and accuracy for
all following years.

Q: Is YBL Connect secure?
A: Yes! Security is a top priority for YBL Connect. We use industry-standard security measures to protect our client's confidential information.

Q: Is YBL Connect easy to use?
A: Yes! We designed YBL Connect to be user-friendly and easy to navigate. We provide a video tutorial above on how to use the system, and our team is always available to help with any questions or concerns.

Q: How can YBL Connect help me with my tax filings?
A: YBL Connect streamlines the tax filing process by providing a secure and paperless client portal for collaboration between our clients and our team. The intelligent questionnaire and document management system helps ensure that all necessary information and documentation gets organized in one location, allowing us to standardize processes and update clients on the status of their returns.

Q: What if I don't have all my documents? Do I have to fill the questionnaire out in one sitting when I have everything?
A: Great news! Everything auto-saves. Also, you can choose options such as "will provide later" and it will regularly remind you of your outstanding documents.

Q: How do I get started with YBL Connect?
A: Getting started with YBL Connect is easy! If you are an existing client, you will receive an invitation to YBL Connect via email in the coming days. If you are new to YBL and interested in having us complete your personal taxes, don't hesitate to get in touch with our team here so we can get you started.

New to YBL? Check out some of the other services we offer HERE and if you're looking for assistance with filing your taxes, don't hesitate to contact our team of Rockstar Accountants HERE!