Welcome to YBL Connect - Our Intelligent Tax Questionnaire!
"Welcome to YBL Connect!"
We have exciting and important news to share! We're excited to announce the launch of our new app, YBL Connect, aimed at streamlining the tax filing process, reducing the back-and-forth emails and enhancing security measures beyond what email can offer. As a technology-focused firm, we're constantly searching for innovative solutions that make things more efficient for all parties involved.
Tax season can be a challenging time of year, but it doesn't have to be. YBL Connect is a cloud-based client portal - designed to simplify the tax filing process. With YBL Connect, you can collaborate with our team through an intelligent personal tax questionnaire, document management system, and messaging platform that prioritizes security and confidentiality.
Here's how YBL Connect can make your tax filing experience more efficient and stress-free:
Smart Tax Questionnaire
The Smart Tax Questionnaire was developed to ensure nothing slips through the cracks, organizing all the necessary information to prepare your tax return in one place. We streamlined the process by designing an intelligent questionnaire that adapts to your unique circumstances and only asks questions relevant to your personal tax situation - keeping your prior-year tax history in mind as well.
Document Management System
Gathering all the necessary documents for your tax filing can be time-consuming and stressful. With YBL Connect, we offer a permanent document management system where you can securely upload and store all your tax-related documents in one place. No more sifting through piles of paperwork or worrying about missing documents from prior years.
Refined Messaging Platform
YBL Connect's messaging platform allows you to communicate directly with our team in a secure and confidential manner, no matter what device you are using. You can ask questions, provide additional information, and collaborate on your tax return with ease. No more playing phone tag or sending unsecured emails.
Prioritizing Security and Confidentiality
At YBL, we take security and confidentiality very seriously. YBL Connect was created to ensure your personal and financial information is protected at all times. All data is encrypted, and we adhere to strict security protocols to keep your information safe and secure in accordance with Canadian data privacy laws.
We hope you're as excited as us to get started using YBL Connect, and if you're a current client, be on the lookout for an email from us inviting you to your new account. Once you receive your invitation, you can create your account; afterwards, you can begin answering your personalized tax questionnaire, upload any required documents and ask us any questions you may have, and that's it, your taxes are done!