YBL Connect

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. 

"Friendly. Professional. Thorough and Fast! Exceeded my expectations. Beyond Happy with my return and the services the Your Bottom Line Team provides."

M. Marshall