Herbein is pleased to offer a page dedicated to client resources and links.


You can count on us to share our insights on the issues that matter to you and your business.  As one of the region’s leading CPA and advisory firms, we leverage our knowledge and resources to create value for our clients.


Special Welcome!  Herbein is pleased to welcome clients from recent mergers.  Our firm  is poised to work with your current engagement team and provide the award winning service for which we are renowned.  Welcome to the following firms, their teams, and their clients:   

Cappelletti, Pinter & Company, P.C. – January 1, 2022

The LaMastra Group, P.C. – January 1, 2022

Tubiello-Harr & Associates, LLC - October 2, 2021

Mosteller and Associates - July 1, 2021


Client Resources


Educational Resources

We’re committed to staying on the cutting edge of financial, regulatory, and business developments by providing a wide range of thought leadership.

Herbein publications, blogs, and webinars provide information and insight into key issues that currently affect our clients.  



Sharefile is an online portal to upload and send secure documents.

To login and safely send documents click here.


1099 Information

If you engage Herbein to prepare your required 1099s, please use this file to compile your 1099 information and send the file securely to your Herbein contact using Sharefile (shown above).

Excel spreadsheet link here

Read more about working with Herbein on your 1099s here.



7216 Consent Forms


SafeSend Returns

SafeSend returns allows Herbein to securely deliver tax returns electronically. You may receive your return via Herbein and SafeSend. For additional questions and details about SafeSend please review the following information.

It allows clients to:

  1. Sign returns electronically – three simple questions will be asked to verify you identity
  2. Downloadable PDF files to save for your records – client return copy, returns that need to be mailed manually, vouchers
  3. Sends email reminders for balances due and estimated payments.
  4. Links are provided for the various taxing authorities to electronically pay or download payment/estimate vouchers to mail
  5. For businesses, distribute K-1s electronically to shareholders/partners
  6. Can securely forward returns to anyone you chose, such as a bank

How does it work?

  1. When your return is ready, you’ll receive an email from – Herbein + Company, Inc will be included in the email
  2. Click the safe link in the email.
  3. Answer the ID verification questions to obtain and access code – access code will be emailed in a separate email or via text once you provide your phone number
    1. Individuals -  provide first 4 digits of your SSN to obtain Access Code
    2. Business – select “request access code”
  4. Review, download, e-sign, and make payments or download vouchers

SafeSend Help

SafeSend Signature

SafeSend Signature – This allows clients to electronically sign documents, including engagement letters.
Video: E-signing a document

SafeSend Organizer

SafeSend Organizer - This allows clients to electronically complete the 1040 tax organizer and upload 1040 tax documents.
Video: Client Experience Organizers
To view organizer instructions, click here