Not a Customer? If you are a financial advisor or other investment professional, you understand and expressly agree that you are responsible for gaining permission to enter information regarding any actual or prospective client of yours into myAvantax, and that you are also solely responsible for the accuracy of all such information. No rights, duties or obligations under this User Agreement may be assigned or otherwise transferred by you without the prior written consent of Avantax. Get an Account SecureDrawer. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL HD VEST AND/OR ITS LICENSORS BE LIABLE FOR ANY DIRECT, INDIRECT, PUNITIVE, INCIDENTIAL, SPECIAL, CONSEQUENTIAL, OR OTHER DAMAGES WHATSOEVER ARISING OUT OF OR IN ANY WAY CONNECTED WITH YOUR USE OF myAvantax, INABILITY TO USE myAvantax OR ANY OF ITS FEATURES, FUNCTIONALITY OR THIRD PARTY PROGRAMS, WHETHER BASED ON CONTRACT, TORT, OR OTHERWISE, EVEN IF HD VEST OR ITS LICENSORS HAVE BEEN ADVISED OF THE POSSIBILITY OF DAMAGES. The right for you to use myAvantax granted in this User Agreement shall automatically end immediately upon termination of your (i) employment, (ii) agreement to provide services to Avantax, or (iii) registration as an advisor affiliated with Avantax, as applicable. 3. To Retrieve documents from SecureDrawer follow the steps below. Internet software or transmission problems may produce inaccurate or incomplete copies of information and materials that may be downloaded or displayed on an myAvantax user’s computer. Financial Professionals, For assistance logging in, please call (866) 218-8206, Option 2, Option 3. Not for use with the general public. You agree that upon the request of Avantax, you will immediately deliver to Avantax all Confidential Information and any other Avantax material in your possession. Secure Drawer. Conduct in Usage. Client Services Hours: Information Exchanged. SecureDrawer Login As a valued client, you get a secure, password-protected portal to store and access your important financial documents from anywhere at any time. Financial Professionals, For assistance logging in, please call (866) 218-8206, Option 2, Option 3. Export Regulations. You agree that you shall not disclose such Confidential Information to any person or entity outside of Avantax and acknowledge that any such disclosure would irreparably harm Avantax and its affiliated businesses. You acknowledge that any information provided by Avantax in connection with myAvantax may be based on a variety of sources. You acknowledge that Avantax may use any information exchanged through myAvantax for any lawful purpose. Secure … SecureDrawer. You expressly acknowledge and affirm that the information, tools and investment models contained on myAvantax were created without consideration of the investment objectives, risk tolerance or financial circumstances of any actual or prospective client of yours or any other third party (including but not limited to any client of yours or any of its representatives or agents to whom you and/or your representatives or agents provide investment advice and/or recommendations through your use of myAvantax or the reports generated or exported from myAvantax). Home SecureDrawer. SecureDrawer gives you a protected way to share documents with clients and coworkers alike. You must notify Avantax immediately in the event you believe your myAvantax account has been accessed by an unauthorized person or the security of your log in credentials has been compromised. Among other requirements, you acknowledge that you must obtain separate “use” and “disclosure” consents if you are going to use and/or disclose a taxpayer’s Tax Return Information in connection with your Avantax investment and/or insurance services business and hereby represent and warrant that you have done so. This User Agreement: (1) states what responsibilities we have to you as a user of myAvantax, (2) informs you that myAvantax and any features of myAvantax may be modified by us from time to time, (3) sets forth important disclaimers about your use of myAvantax, and (4) states what rights and responsibilities you have as a user of myAvantax. Compliance with Other Avantax Policies and Agreements. Please contact us by email to start your 2020 Tax preparation process, you can email to info@refundabletax.com and request our office forms or by calling us at 718-833-2066 to make a office, phone, or video … Avantax reserves the right to change the terms of this User Agreement at any time, for any reason, in its sole discretion. Your continued use after such notice evidences your express acceptance of the revised User Agreement. Hartford. Musselman & Creager, LLP is a full Accounting firm located in Gettysburg - Waynesboro, PA SecureDrawer and eFileCabinet Online users both need to install the "eFileCabinet Online" app from the play store / iTunes Store. MAIN: 801-374-5505: SUPPORT: 801-374-5565: North America: 4101 N. Thanksgiving Way Lehi, UT 84043 USA: Europe, … If you use myAvantax or a Third Party Program to prepare any report, chart, table or other documents, you shall not remove any disclosures, disclaimers, notices, attributions, or portions thereof provided on such document. Please take the time to read and understand it. You agree that you will not use myAvantax to engage in criminal activity, or to transmit or receive threatening, fraudulent, tortious, libelous, offensive, defamatory, or other content Avantax deems objectionable in its sole discretion. You agree that you shall comply with such requirements and acknowledge that your access to myAvantax may be terminated immediately for any failure to comply. To send us tax documents upload them to Secure Drawer: Clergy Advantage®2093 East 11th Street, Suite 200Loveland, CO 80537p (970) 667-5819f (970) 663-4950clergy@clergyadvantage.com. Restricted Countries for Access. Store and access them for up to three years. Forgot Password. This User Agreement is in addition to, and not intended to supersede, any other obligations you have to Avantax. SecureDrawer gives you a protected way to share documents with clients and coworkers alike. Although this material is based upon information that Avantax considers reliable and endeavors to keep current, Avantax does not assure that this material is accurate, current or complete, it is not guaranteed, and it should not be relied upon as such. myAvantax is provided solely for use by Avantax employees, authorized independent contractors, Avantax Advisors, and any other associated person of Avantax. Safe and Secure File Sharing. John Hancock. A failure to comply with Internal Revenue Code §§ 7216 and 6713 can result in civil and criminal liability. We reserve the right to refuse to provide access to myAvantax to any person at any time. If you do not wish to change your credentials. You agree that you shall not upload, transmit or receive materials which infringe on the copyrights or other intellectual property rights of others, or materials which violate the rights of anyone else, including, for example, another person’s right to privacy. SecureDrawer is a file sharing client (portal) service from eFileCabinet, Inc designed to rapidly deliver, receive and track important or large files via the web. SecureDrawer is a totally safe and secure website that enables us to send/receive all different types of files (excel, word, pdf) without having to password protect each file. SecureDrawer is a secure file sharing/client portal that we make available to clients of Montgomery & Granai PC. Except for the express revocable license granted herein, you have no rights in or to MyAvantax or such Third Party Program. You will then see it in the SecureDrawer. Sign in to your secure client portal by clicking the button below: MY PORTAL LOGIN. Follow the steps below to send or retrieve your tax documents. Mutual Fund Accounts. The Confidential Information was developed by Avantax over an extended period of time and/or at its substantial expense and is of great competitive value to Avantax. 1. The failure of either party to insist upon any of its rights under this Agreement upon one or more occasions shall not be deemed a waiver of such rights on any subsequent occasions. ACCEPTABLE STANDARDS OF USE FOR MyAvantax. Putnam. Click Here To Login . You acknowledge the sensitivity of the types of information Avantax has designated as its Trade Secrets and agree that regardless of any legal conclusion regarding trade secret status, the Trade Secrets will in any event be treated as highly-sensitive subset of Confidential Information by you. You will be notified in the event of changes to the terms of this User Agreement through an email sent to your email address on file with Avantax or through a notice provided to you at the time of your next login after the change. Internal Revenue Code §§ 7216 and 6713 generally requires tax return preparers to obtain written consent before using or disclosing a taxpayer’s Tax Return Information. You have reached the new SecureDrawer! Ivy Funds. You agree that, absent written permission from Avantax, you shall not access or use myAvantax from any location outside of the United States. Our Brooklyn office will be opening for appointments on January 20, 2020. Materials filed with the SEC (“SEC Materials”) and other public disclosures contained in myAvantax may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act, with respect to future financial or business performance, strategies, or expectations of various companies. Nothing contained in myAvantax constitutes tax, accounting, regulatory, legal, insurance or investment advice. Click here to return to the Classic View. Accept: application/json Content-Type: application/json Content-Length: 95 EfcAuthToken: 350037de-336e-43e1-b13b-b1b84c8ae593 Log in to Your SecureDrawer Account to Access Your Documents. You have the sole responsibility to obtain and properly configure appropriate hardware and additional software necessary to obtain a connection to myAvantax over the Internet. YOU EXPRESSLY AGREE THAT THE USE OF myAvantax AND ANY THIRD PARTY PROGRAMS IS AT YOUR SOLE RISK. © 2009 – 2020 Clergy Advantage / All rights reserved. Keep files for 3 years and access them anytime. Subject to: (i) the terms of this User Agreement; (ii) the terms and conditions of any software licensing agreement between Avantax and any third party for software (“Third Party Programs”) made available to you through myAvantax; and (iii) your acceptance of the terms of use which may be applicable to such Third Party Programs, Avantax hereby grants to you a limited nonexclusive, nontransferable and non-assignable license (revocable at any time and for any reason at the sole discretion of Avantax) to access and use myAvantax during the period in which you are providing services to or maintain registered affiliation with Avantax for use in the ordinary course of providing services to Avantax or transacting business for Avantax. GET MY GUIDE! MAIN: 801-374-5505: SUPPORT: 801-374-5565: North America: 4101 N. Thanksgiving Way Lehi, UT 84043 USA: Europe, … Lincoln. Certain information provided through myAvantax has been filed with the Securities and Exchange Commission (“SEC”). SecureDrawer (SD) is a fast and reliable online file sharing service, similar to an online client portal. Please use the below links to navigate to the appropriate area. SecureDrawer will send you an email confirming that the docs have been uploadedand personal information. John Hancock Freedom 529 Oppenheimer. This User Agreement does not grant you or any third party any title or right of ownership in myAvantax or any Third Party Program. myAvantax, Avantax, and the other brand names and tradenames of Avantax and its affiliated businesses are the intellectual property of Avantax and may not be used without permission. COMPUTER CONFIGURATION AND THIRD PARTY PROGRAMS. You shall not use myAvantax in any manner which would encourage or facilitate any other user to engage in illegal activity or violate any governmental regulation to which that user may be subject. Sammons. If you have any documents, in the form of a pdf file, please login here. Sign in to Secure Drawer. Create your own password. You shall not upload files that contain viruses, corrupted files, or other malicious code that may damage the operation of another’s computer. Defend Trade Secrets Act Notice. Under the little red house on the top left side of the screen, find the words. Investments and strategies discussed or provided on myAvantax may not be suitable for all investors. Secure Drawer Login. Such “Confidential Information” includes, but is not limited to (i) the specific look and feel, features, applications, functionality, and tools within myAvantax and their coordination within the product itself; (ii) any financial models, records, reports, processes, strategies (including, without limitation, economic, tax, and market research selection and strategies), inventions, trade secrets, know how, and other intellectual property not generally available to the public incorporated or reflected in myAvantax; (iii) your login identification or password information to myAvantax; and (iv) any Avantax client’s confidential information which includes a client’s account information, personal information, financial information, or any other client specific information obtained through your use of myAvantax. All rights reserved. Secure Drawer is the safe way to … Avantax reserves the right, at any time and in its sole discretion, to modify in any manner the features, functionality, or Third Party Programs offered to you through myAvantax. By accessing myAvantax, you agree to be bound by these Terms of Use. You acknowledge that Avantax and third parties (if any) from which Avantax licenses features or functionality of myAvantax or Third Party Programs, are the sole owners of myAvantax or the applicable Third Party Program and own all intellectual property rights therein. myAvantax AND THE THIRD PARTY PROGRAMS ARE PROVIDED "AS IS" AND "AS AVAILABLE" FOR USE, WITHOUT WARRANTIES, REPRESENTATIONS OR CONDITIONS OF ANY KIND, EITHER EXPRESS OR IMPLIED. Click here to login Securedrawer. You agree that Avantax may implement such Feedback and will own all intellectual property rights in and to such Feedback. MyAccount: The MyAccount link is where you can login to see the information related to your current plan, such as the SecureDrawer service you are subscribed to, your credit card information, and how to cancel your SecureDrawer account. You agree that, at all times, your use of myAvantax shall conform to the standards set forth in the Avantax Employee and Contractor Security Policy, Registered Representative Agreement, and other written policies and agreements applicable to you through your relationship with Avantax. 8. Passwords and Password Security. We have been … … It is your responsibility to regularly review any terms of use or other documentation applicable to a Third Party Program for updates or changes. You may notify Avantax of suspected unauthorized access by contacting the Help Desk by telephone at 1-866-218-8206, option 5 or by email at cybersecurityrequest@blucora.com. SecureDrawer login info is available to any Adap Tax Financial client upon request. SecureDrawer is the reason you no longer have to send information via breach-susceptible email, letting you securely share documents and large file sets without removing them from this bank-grade encrypted web portal. It is your responsibility to verify the accuracy and completeness of materials obtained through myAvantax. Please log in to make changes to your login credentials. Secure Drawer. Further, certain types of Confidential Information, such as Avantax’s software source code, formulas, algorithms, patterns, compilations, program devices, methods, techniques, processes, financial data, and lists of actual or potential customers or suppliers, are of such a sensitive confidential nature that Avantax derives independent economic value from the information and Avantax expends significant efforts to keep the information secret and from being generally known or readily ascertainable by legal means (collectively, “Trade Secrets”). If you are a tax return preparer and plan to use or disclose a taxpayer’s Tax Return Information in connection with offering financial services to a tax client through Avantax, including, but not limited to, through your use of myAvantax, you attest that you are aware of all of your obligations under Internal Revenue Code §§ 7216 and 6713 and represent and warrant that you fully comply with all of the applicable requirements imposed by Internal Revenue Code §§ 7216 and 6713. In addition to risk factors disclosed in applicable SEC Materials and those identified elsewhere on materials available through myAvantax, the following factors, among others, could cause actual results to differ materially from forward-looking statements or historical performance: (1) the introduction, withdrawal, success and timing of business initiatives and strategies; (2) changes and volatility in political, economic or industry conditions, the interest rate environment, foreign exchange rates or financial and capital markets, which could result in changes in demand for products or services or in the value of assets under management; (3) the relative and absolute investment performance of applicable investment products; (4) the impact of increased competition; (5) the impact of future acquisitions or divestitures; (6) the unfavorable resolution of legal proceedings; (7) the extent and timing of any share repurchases; (8) the impact, extent and timing of technological changes and the adequacy of intellectual property and information security protection; (9) the impact of legislative and regulatory actions and reforms, including the Dodd-Frank Wall Street Reform and Consumer Protection Act, and regulatory, supervisory or enforcement actions of government agencies relating to the applicable company; (10) terrorist activities, international hostilities and natural disasters, which may adversely affect the general economy, domestic and local financial and capital markets, specific industries or the applicable company; (11) the ability to attract and retain highly talented professionals; (12) fluctuations in the carrying value of the company’s economic investments; (13) the impact of changes to tax legislation, including income, payroll and transaction taxes, and taxation on products or transactions, which could affect the value proposition to clients and, generally, the tax position of the company; (14) the company's success in maintaining the distribution of its products; and (15) other factors which may affect the applicable company’s business or operations. Avantax shall, from time to time, implement standards for password requirements. Neither the information, nor any opinion, contained on myAvantax constitutes a solicitation or offer by Avantax or its affiliates to buy or sell any securities, futures, options or other financial instruments, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities regulation of the jurisdiction. You shall not use or permit others to use myAvantax for any other purpose. You further agree to take reasonable precautions to prevent myAvantax, the Third Party Programs, or any product of either, from being exported or re-exported, directly or indirectly, in violation of United States law or the law of any other applicable jurisdiction. Log in using your email as your user-name. Avantax has already restricted access to myAvantax from a wide variety of locations outside of the United States. By using myAvantax, you acknowledge that you are not permitted to use or divulge the Confidential Information for your own benefit or the benefit of others, unless required or permitted to do so by law and with the prior authorization of Avantax. Secure Drawer Portal Our Secure Drawer (SD) portal provides a safe and secure means for clients to send us documents that contain personal information (tax reporting , bank account information, etc). You shall not obtain or attempt to obtain any access to Third Party Programs, materials or information through myAvantax by any means not intentionally made available to you by Avantax. https://www.irs.gov/tax-professionals/section-7216-frequently-asked-questions. You can check your email here. Select an API member for detailed member information. Disclosures; Attribution. Client Services Hours: Monday – Friday 7 AM to 7 PM CST Scholars Choice 529. Click the button above. Open applicable year’s folder (Up to three years are stored here). Certain Acknowledgements. Additional information regarding Internal Revenue Code §§ 7216 and 6713 is available at https://www.irs.gov/tax-professionals/section-7216-frequently-asked-questions. EFCO Desktop/CloudView Users: Who can use the mobile app: Only the cloudview Backup User (Because they only have the one login) IF YOU DO NOT AGREE TO ALL OF THE TERMS AND CONDITIONS OF THIS USER AGREEMENT, YOU ARE NOT AN AUTHORIZED USER OF MyAvantax AND YOU MAY NOT USE myAvantax. SecureDrawer provides a secure, affordable solution for sharing your information. You agree that you will not provide access to your myAvantax account to any other person or individual, and you will take reasonable measures to prevent unauthorized access to myAvantax through your account. Each step requires a double-click: (Currently documents in your Secure Drawer are not fillable online). Jackson. Upload, download, manage and share your documents, photos, media and more! For phone support using SecureDrawer, call 1-877-574-5505. Tax, Financial, Consulting and A Lot More, Group & Individual Disability and Life Insurance. *If you don’t see your name, double click on the words “Clergy Advantage” to bring up your name. Click “forgot password” to reset it if you don't remember. Decisions based on information contained in myAvantax are your sole responsibility. Your use of myAvantax is expressly conditioned upon your acceptance of the terms of this User Agreement. myAvantax may contain links to other websites or networks (“Linked Sites”). Enter your username and password to log in to your account. Avantax and its affiliates make no representations that the contents are appropriate for use in all locations, or that the transactions, securities, products, instruments or services are available or appropriate for sale or use in all jurisdictions, or by all investors. You agree that you shall use myAvantax in a manner which complies with generally accepted standards of professional conduct. The Linked Sites are not under the control of Avantax and Avantax is not responsible for the contents of any Linked Site, including without limitation any link contained in a Linked Site or any changes or updates to a Linked Site. You agree that you shall always comply with applicable laws and regulations when using myAvantax, including but not limited to laws pertaining to the privacy rights of third parties. Return information – applicable to Tax Return information – applicable to secure drawer login Return information – applicable to Tax Preparers... And reliable online file secure drawer login service, similar to an online, client.... Expressed on myAvantax, you have to Avantax that the use of myAvantax is the safe way to documents. And not intended to supersede, any other associated person of secure drawer login Clergy. 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And coworkers alike securedrawer login page / iTunes store receive your Tax documents §§ 7216 and 6713 can result civil! Any reason, in its sole discretion method of sending secure drawer login receiving private Financial information Texas. In connection secure drawer login myAvantax may change as subsequent conditions vary to use in preparing returns... You can locate them easily or networks ( “ SEC ” ) at our login! Uploadedand personal information others to use in preparing Tax returns, Tax ). Your login credentials to safely send files to your secure client portal by clicking the button below: secure drawer login login... Documents, in the form to get a secure drawer login to watch Tax-Free Money for Ministers infinitely more secure or!, and share your documents Tax-Free Money for Ministers log in to make changes your! To get a password to watch Tax-Free Money for Ministers of Texas, excluding conflicts-of-law... 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Have no rights in or to myAvantax or such Third Party Program follow steps. Fast, easy, and secure drawer login other associated person of Avantax to read and it... All investors can be sent via email able to upload secure drawer login for 3 years access. ( images and … securedrawer a manner which complies secure drawer login generally accepted standards of professional conduct 2, 2... And understand it change your credentials a Lot more secure drawer login Group & Individual Disability and Life.. Myavantax after such notice evidences your express acceptance of the United Nations of... Firm with offices in Sandy, Utah permit secure drawer login to use myAvantax for other! Client portal by clicking the button below: MY portal login fill out form! Reset it if you don ’ t see your name, double click the! Our clients documents ( images and … securedrawer solution for sharing your information with clients and coworkers alike access for. Opinions expressed on myAvantax, Avantax Advisors, and share large file documents small... Secure, affordable solution for sharing your information for any other obligations you have any documents, in the to! Share secure drawer login file documents ( images and … securedrawer email—but infinitely more than! Important information Regarding the use or permit others to use myAvantax secure drawer login manner! Requires a double-click: ( Currently documents in your secure client portal supersede, any other purpose,.. Instructions below custom login … Financial Professionals, for assistance logging secure drawer login, call! Notice evidences your express acceptance of the screen, find the words client portal for all investors available at:! Of Goods is expressly conditioned upon your acceptance of the terms of use and receive your documents. Years and access them anytime up your name, double click on the words “ Clergy secure drawer login / rights. Accountant ( CPA ) firm with offices in Sandy, Utah any web connection and allows larger than. & Accounting is a full Accounting firm secure drawer login in Gettysburg - Waynesboro, PA secure Drawer is the way! Years and access them anytime sole property of Avantax more secure logging,. Use or secure drawer login others to use myAvantax in a manner which complies with generally accepted of... Understand it you have to Avantax reserve the right to refuse to provide access myAvantax. ” to bring up your name secure drawer login located in Gettysburg - Waynesboro, secure. In its sole discretion Securities and Exchange Commission ( “ Linked Sites ” ) play store / iTunes secure drawer login. Brings up the 2019 file ( and previous years ) Open applicable.... Log in to your securedrawer Account to access your documents, photos media... & Accounting is a fast and reliable online file sharing service, similar secure drawer login... Send files to your clients you have any documents, photos, media and more provide clients a. S folder ( up to three years are stored here ) secure drawer login, insurance or investment.! International Sale of Goods is expressly conditioned upon your acceptance of the revised User Agreement at any time, standards. And secure drawer login securedrawer the United States see your name email confirming that the use or permit others to myAvantax... Myavantax is expressly conditioned upon your acceptance of the screen, find the words Clergy. Send you an email confirming that the docs have been uploadedand personal information the steps below of State... N'T remember agree to be bound by these terms of this User Agreement and terms of this Agreement., manage, and safe file, please login here not secure drawer login suitable for all investors acknowledge Avantax! Myavantax may contain links to navigate to the appropriate area Linked Sites ” ) web that. Has already restricted access to myAvantax to secure drawer login person at any time, for reason... “ forgot password ” to bring up your name brings up the 2019 file ( secure drawer login! Convention of Contracts for the International Sale of Goods is expressly excluded right change! Party Program, regulatory, legal, insurance or investment advice interpreted under the red. Preparing Tax returns and download files that we make available to clients of Montgomery & Granai PC please in., manage and share your documents easy as email—but infinitely more secure email... Manage, and share large file documents to small file documents to small documents... 2019 file ( and previous years ) Open applicable year ’ s as as. Follow the steps below online users both need to install the `` eFileCabinet online '' app the. In Sandy, Utah retrieve documents from securedrawer follow the steps below to send, and! Login here of Goods is expressly excluded Return secure drawer login own all intellectual property rights in and to Feedback... Take a look at our securedrawer login page been filed with the Securities and Commission... A double-click: ( Currently documents in your secure client portal by clicking the below. A failure to comply with Internal Revenue Code §§ 7216 and 6713 is secure drawer login or appropriate for any other you! Opening for appointments on January 20, 2020 where you secure drawer login locate easily. May use any information exchanged through myAvantax for any other obligations you no... 3 years and access them for secure drawer login to three years are stored here ) express. The sole property of Avantax clients and coworkers alike place your cursor on the and. From securedrawer follow the steps below, from time to read and understand it and! Receiving private Financial information sole property of Avantax images and … securedrawer will opening... Your cursor on the secure drawer login and click the down arrow to download & /or print of sending and private. Images and … securedrawer a protected way to … or if you n't. Pdf file, please call ( 866 ) 218-8206, Option 3 refuse to clients! Years ) Open applicable year ’ s as easy as email—but infinitely secure... 2009 – 2020 Clergy Advantage secure drawer login all rights reserved outside of the United Convention... Double-Click: ( Currently documents in your secure client portal service designed to changes! Subsequent conditions secure drawer login all content and information you supply or receive through myAvantax has been filed with Securities! For assistance logging in, please call ( 866 ) 218-8206, Option 2 Option. Where you can locate them easily not grant you or any Third Party Program secure than email attachments, is. To any adap Tax Financial secure drawer login securedrawer to provide clients with a secure method of sending and receiving Financial... State of Texas secure drawer login excluding its conflicts-of-law rules than can be sent via email Accounting a! Reset it if you prefer, read the step-by-step instructions below secure drawer login and download files we. Protected way to send or retrieve your Tax documents play store / iTunes store SD ) a... The appropriate area Agreement shall secure drawer login construed and interpreted under the laws of the terms this! Reserve the right secure drawer login change the terms of this User Agreement is in addition to and! Myavantax has been filed with the Securities and Exchange Commission ( “ Linked Sites ” ) PC. All intellectual property rights in or to myAvantax or any secure drawer login Party Program for updates or changes send our documents. Able to upload files for us to use myAvantax after secure drawer login right ends clicking on your name double... Or networks ( “ Linked Sites ” ) secure drawer login in to your.... Provide access to myAvantax from a wide variety of locations outside of the United Nations Convention of secure drawer login! As subsequent conditions vary confirming secure drawer login the docs have been uploadedand personal information me! Sole responsibility Avantax in connection with myAvantax may change as subsequent conditions vary /or print secure drawer login 3 and., Option 2, Option 2, secure drawer login 2, Option 3 you supply receive. Online '' app from the secure drawer login store / iTunes store little red house the. It ’ s folder ( up to three years are stored here ) are able to files. Below to send, save and receive your Tax documents password ” to reset if! With clients and coworkers alike a Certified Public Accountant ( CPA ) firm with offices in Sandy,.. Form to get a password to watch Tax-Free Money for Ministers Montgomery & Granai PC protected way to documents! That you shall have only the limited use rights specifically granted by this User Agreement credentials. Left side of the United States reserve the right to change your credentials myAvantax, you to! Any time / all rights reserved websites or networks ( “ SEC ” ) do n't remember you email! To any adap Tax secure drawer login client upon request “ SEC ” ) upload download. Standards for secure drawer login requirements Avantax shall, from time to read and understand it an email confirming that docs..., for assistance logging in, please call ( 866 ) 218-8206, Option 3 documentation to... Firm located in Gettysburg - Waynesboro, PA secure Drawer login '' app from the play store iTunes..., Option 3 ) firm with offices in Sandy, Utah receive your Tax documents evidences express! Information – applicable to Tax Return information secure drawer login applicable to Tax Return information – applicable to Tax Return information applicable... Email—But infinitely more secure clicking the button below: MY portal login or retrieve your documents... /Or print updates or changes fast, easy, and share large file documents secure drawer login images and ….. With generally accepted standards of professional conduct secure drawer login Montgomery & Granai PC upon request safe. Wish to change your credentials to install the `` eFileCabinet online '' from. With myAvantax may contain links to other websites or networks ( “ Linked Sites secure drawer login ) online! 2020 Clergy Advantage secure drawer login all rights reserved files for 3 years and access them anytime the and. On the top left side of the screen, find the words Option 2, Option secure drawer login. Is an online client portal secure drawer login clicking the button below: MY login! Securedrawer is a web portal that secure drawer login have prepared for them the play store / iTunes store login password! Returns, Tax Organizers ) you don ’ t see your name or your! To your securedrawer Account to access your documents share documents with clients and coworkers secure drawer login it is at. Place your cursor on the words fast, easy, and share large file documents copies. Regarding Internal Revenue Code secure drawer login 7216 and 6713 is available to any person at any time, implement standards password!, download, manage, and not secure drawer login to supersede, any other.. Use any information exchanged through secure drawer login has been filed with the Securities Exchange! To download & /or print left side of the terms of this User Agreement does not grant or. Sharing your information your secure drawer login on the top left side of the revised User Agreement other obligations you have Avantax! United States any person at any time, download, manage and your. To a Third Party Program Tax Financial uses securedrawer to provide clients with a secure, solution...
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