Herbein is pleased to offer a page dedicated to client resources and links.
Sharefile is an online portal to upload and send secure documents.
CC is an electronic organizer for individual clients to upload and complete documents securely.
Client Collaboration Help
- Creating a User ID and Logging into Client Collaboration - https://www.youtube.com/watch?v=kn8Au51Ztpc
- Getting started - https://www.youtube.com/watch?v=dsDpLZvCT5s
- Completing the questionnaire - https://www.youtube.com/watch?v=ZwsyQOUNt2s
- How to attach documents - https://www.youtube.com/watch?v=zTyf-11KTkI
- Adding Connections - https://www.youtube.com/watch?v=x6P-xiI2oM0&feature=youtu.be
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:
- Sign returns electronically – three simple questions will be asked to verify you identity
- Downloadable PDF files to save for your records – client return copy, returns that need to be mailed manually, vouchers
- Sends email reminders for balances due and estimated payments.
- Links are provided for the various taxing authorities to electronically pay or download payment/estimate vouchers to mail
- For businesses, distribute K-1s electronically to shareholders/partners
- Can securely forward returns to anyone you chose, such as a bank
How does it work?
- When your return is ready, you’ll receive an email from firstname.lastname@example.org – Herbein + Company, Inc will be included in the email
- Click the safe link in the email.
- 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
- Individuals - provide first 4 digits of your SSN to obtain Access Code
- Business – select “request access code”
- Review, download, e-sign, and make payments or download vouchers