Welcome to YBL Connect, where managing your personal taxes has never been easier! This secure, paperless client portal is designed specifically for personal tax filing, and streamlining collaboration with your YBL team so you can focus on what matters most.

Why use YBL Connect for Personal Tax prep?

With YBL Connect, you’ll enjoy:

• 📝 Hassle-Free Tax Filing: A smart personal tax questionnaire simplifies gathering and organizing your tax information.
• 💬 Seamless Collaboration: Use our real-time direct messaging to communicate with the YBL team and get timely updates on your tax return status.
• 🔒 Secure Document Management: Upload and store your tax documents safely in one centralized location.
• ⭐ Improved Experience Every Year: Now in its third year, YBL Connect continues to evolve with new features to make your tax filing process even better.
• 💾 Effortless Annual Preparation: Prior-year data is securely stored and retrieved to save you time and minimize errors.

New to YBL Connect?

Check out our updated YBL Connect Overview Video below, featuring new features and tips for 2025.

https://youtu.be/jDmsBhgThmM

Getting Started with YBL Connect in 2025 🚀

1. Review the Tax Changes:

   Download our infographic that outlines the changes the CRA has implemented for the 2024 tax year. While these changes are captured in the questionnaire sometimes people find it helpful to review these new changes in advance to ensure they have gathered all the necessary documents and information required to fill out your questionnaire. It’s the easiest way to avoid delays and errors.

2. Smart Questionnaire - Take Advantage of Auto-Save:

   Not ready to complete the questionnaire in one sitting? No problem! YBL Connect automatically saves your progress and lets you mark items as “Will Provide Later.” You’ll receive reminders for any missing documents.

3. Secure Document Management:

   Upload and store your documents in one place for easy access and peace of mind.

4. Real-Time Messaging:

   Get answers to your questions and updates on your tax return status directly from your YBL team.

5. Track Your Tax Filing Progress:

   Stay updated every step of the way with notifications and real-time updates from our team as your personal tax return moves through each stage of preparation.