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Filedrop 101
Filedrop 101




filedrop 101 filedrop 101

Our goal is to make working with us as convenient and safe as possible. Once you’ve signed the e-file authorization form(s), your YHB team member will be automatically notified and will complete the rest of the e-file process. When you’re ready to sign your e-file authorization form(s), you’ll be asked three simple questions to verify your identity.ħ.

Filedrop 101 code#

If the code isn’t entered within 10 minutes, you can request another.Ħ. You must enter the code within 10 minutes of receipt. Check your spam or junk folders if you don’t see it in your inbox. Then, SafeSend will email you an access code to further verify your identity. You’ll be prompted to enter the last four digits of your Social Security number in order to review your return.ĥ. This email will contain a safe link for you to access your tax return.Ĥ. You’ll receive an email YHB will be indicated in the email.ģ. The process is easy and works as follows:ġ. Those who qualify will be able to review their tax return, sign their e-file authorization form(s), and return it quickly and securely to their YHB professional, directly from the SafeSend platform.

filedrop 101

  • You can securely forward your tax documents to anyone you choose, such as a bank.
  • You will be able to receive estimated tax payment reminders at a schedule of your choosing.
  • You will have access to your tax return for seven years.
  • You will be able to electronically view, sign, save and print your tax documents.
  • The process is simple: Verify your identity, enter an access code, and follow the step-by-step instructions. User-friendly and highly secure, SafeSend Returns™ is an easier way to manage your tax return. We are pleased to offer our clients the ability to automate the delivery, review, and signature of your federal and state individual income tax returns through SafeSend Returns™. Our goal is to provide the tools and knowledge needed to make partnering with YHB as easy and safe as possible. We have been diligent in developing systems to continue providing exceptional service to you, regardless of the method you choose to use. YHB has been working to allow our clients to work with any YHB team member easily and securely from anywhere in the world.






    Filedrop 101