secure drawer login

Under that, double click on your name. 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 are notified in accordance with the Defend Trade Secrets Act of 2016 that you will not be held criminally liable or civilly liable under any federal or state trade secrets law for disclosure of a Trade Secret that  is made (i) in confidence to a federal, state, or local government official, either directly or indirectly, (ii) to an attorney solely for the purpose of reporting or investigating a suspected violation of law, or (iii) in a complaint or other document that is filed under seal in a lawsuit or other proceeding. To Retrieve documents from SecureDrawer follow the steps below. SecureDrawer will send you an email confirming that the docs have been uploadedand personal information. Important Information Regarding the Use or Disclosure of Tax Return Information – Applicable to Tax Return Preparers. It is your responsibility to regularly review any terms of use or other documentation applicable to a Third Party Program for updates or changes. 3. SecureDrawer is a secure file sharing/client portal that we make available to clients of Montgomery & Granai PC. Forward-looking statements are typically identified by words or phrases such as "trend," "potential," "opportunity," "pipeline," "believe," "comfortable," "expect," "anticipate," "current," "intention," "estimate," "position," "assume," "outlook," "continue," "remain," "maintain," "sustain," "seek," "achieve," and similar expressions, or future or conditional verbs such as "will," "would," "should," "could," "may" or similar expressions. Secure Drawer Login. 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. You will then see it in the SecureDrawer. For Internal Use Only. This tax season we are evaluating a secure, web-based, client portal to allow us to share confidential, tax and financial information called SECUREDRAWER. 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. 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. 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. Log in to Your SecureDrawer Account to Access Your Documents. Upload, download, manage and share your documents, photos, media and more! 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. Open applicable year’s folder (Up to three years are stored here). 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. Not for use with the general public. 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. Forgot Password? To the extent that you may have any rights in or to the Feedback, you hereby assign all your rights, title, and interests to the Feedback and any intellectual property rights therein, including, but not limited to copyrights, patent rights, and other proprietary rights related thereto. SecureDrawer Can upload, download, manage, and share large file documents to small file documents (images and … Fill out the form to get a password to watch Tax-Free Money for Ministers. SecureDrawer. It is your responsibility to verify the accuracy and completeness of materials obtained through myAvantax. The terms of this User Agreement shall be construed and interpreted under the laws of the State of Texas, excluding its conflicts-of-law rules. Passwords and Password Security. 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. 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. SecureDrawer - Login and Password Reset Video (video) SecureDrawer - Homepage Layout and Introduction (video) SecureDrawer - Menu Bar on the Homepage (video) SecureDrawer - Help Menu (video) SecureDrawer - Uploads Menu (video) SecureDrawer - New Menu - Adding Cabinets, Drawers, and Folders (video) SecureDrawer … 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. Sign in to Secure Drawer. Place your cursor on the pdf and click the down arrow to download &/or print. Whether you're at work, at home, or on vacation, you always have access to your tax returns, financial work papers, or accounting database. 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. Secure Drawer is the safe way to send, save and receive your tax documents. Click the button above. SecureDrawer and eFileCabinet Online users both need to install the "eFileCabinet Online" app from the play store / iTunes Store. This User Agreement does not grant you or any third party any title or right of ownership in myAvantax or any Third Party Program. All rights reserved. Store and access them  for up to three years. YOU EXPRESSLY AGREE THAT THE USE OF myAvantax AND ANY THIRD PARTY PROGRAMS IS AT YOUR SOLE RISK. EFCO Desktop/CloudView Users: Who can use the mobile app: Only the cloudview Backup User (Because they only have the one login) Client Services Hours: Monday – Friday 7 AM to 7 PM CST Incite Tax & Accounting is a Certified Public Accountant (CPA) firm with offices in Sandy, Utah. If you do not wish to change your credentials. Export Regulations. Monday – Friday 7 AM to 7 PM CST, myAvantax User Agreement and Terms of Use. Take a look at our SecureDrawer Login page. Secure Drawer is the safe way to … SecureDrawer provides a secure, affordable solution for sharing your information. By making information available on myAvantax, Avantax does not represent that any investment vehicle is available or appropriate for any particular user. Custom Login … 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. Secure Drawer. Our Brooklyn office will be opening for appointments on January 20, 2020. After clicking on MyAccount a login … Avantax shall, from time to time, implement standards for password requirements. Clients are able to upload files for us to use in preparing tax returns and download files that we have prepared for them. Create your own password. 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. Ivy Funds. Decisions based on information contained in myAvantax are your sole responsibility. You understand that if you file a lawsuit against Avantax for retaliation because you reported a suspected violation of law, you may disclose Trade Secrets to your attorney and use the Trade Secret information in the court proceeding if you: (a) file any document containing the Trade Secret under seal; and (b) do not disclose the Trade Secret, except pursuant to a court order. Please log in to make changes to your login credentials. Tax, Financial, Consulting and A Lot More, Group & Individual Disability and Life Insurance. Conduct in Usage. Keep files for 3 years and access them anytime. Client Services Hours: More secure than email attachments, SecureDrawer is a web portal that allows you to safely send files to your clients. It is available to users 24/7 from any web connection and allows larger files than can be sent via email. Certain information provided through myAvantax has been filed with the Securities and Exchange Commission (“SEC”). Please use the below links to navigate to the appropriate area. Secure Drawer Login. Annuities & Life Insurance. For phone support using SecureDrawer, call 1-877-574-5505. Defend Trade Secrets Act Notice. You acknowledge that Avantax is not providing investment advice or making any recommendations to you, or any actual or prospective client of yours, through your use of myAvantax or reports generated or exported from MyAvantax or any Third Party Programs. No Decompilation or Modification. 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. Welcome to the next generation of Document Management. You shall not modify or otherwise prepare derivative works, reverse engineer, disassemble, de-compile, recreate or generate any copy of myAvantax, any Third Party Program, or any portion of either. 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. 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. … You agree to defend, indemnify, and hold harmless Avantax, its parent and affiliated companies and their respective officers, directors, employees, agents, and assigns (“Indemnified Parties”) from and against all losses, liabilities, claims, damages, and expenses (including reasonable attorneys’ fees) arising from your negligence or breach of this User Agreement, or violation or alleged violation of any applicable laws, rules, regulations, or policies whether or not resulting in litigation or adverse legal action against Indemnified Parties. Avantax shall have the right to terminate any user’s access to myAvantax at any time, for any reason, in its sole discretion. Secure Drawer. Allianz. Get an Account Avantax has already restricted access to myAvantax from a wide variety of locations outside of the United States. Adap Tax Financial uses SecureDrawer to provide clients with a secure method of sending and receiving private financial information. Putnam. SecureDrawer gives you a protected way to share documents with clients and coworkers alike. You shall have only the limited use rights specifically granted by this User Agreement. Enter your username and password to log in to your account. Next. The portal also allows us to safely send our clients documents (copies of tax returns, Tax Organizers). 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”). Investments in products offered for sale by Avantax or its affiliates and Avantax accounts are not bank deposits and are not insured or guaranteed by Avantax or the Federal Deposit Insurance Corporation, any other government agency, or any bank. 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. Except for the express revocable license granted herein, you have no rights in or to MyAvantax or such Third Party Program. Please take the time to read and understand it. Content and Monitoring. You have reached the new SecureDrawer! In the event you are permitted access to Third Party Programs through myAvantax, you agree that you shall in all respects comply with any terms of use, end user license, or restrictions applicable to such Third Party Programs. John Hancock. Forgot Password. Sign in to your secure client portal by clicking the button below: MY PORTAL LOGIN. 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. It’s as easy as email—but infinitely more secure. You shall not use or permit others to use myAvantax for any other purpose. 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. Avantax Rights. 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. 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. Login: Password: Keep me signed in © 2020 Next Horizon Advisors, LLC All rights reserved. If you provide Avantax with ideas, feedback, comments, or suggestions about myAvantax or potential functionality, technology, processes, strategies, or upgrades for myAvantax (“Feedback”), you hereby expressly waive any and all claims to rights in or ownership of such Feedback. By clicking the button below: MY portal login other associated person of Avantax acceptance the... Login … Financial Professionals, for assistance logging in, please call ( 866 218-8206! For the International Sale of Goods is expressly conditioned upon your acceptance of the terms of use sharing service similar... S as easy as email—but infinitely more secure of materials obtained through myAvantax for any purpose... Use by Avantax employees, authorized independent contractors, Avantax Advisors, and safe adap Tax client!, find the words “ Clergy Advantage ” to bring up your name brings up the file! Or to myAvantax or such Third Party PROGRAMS is at your sole RISK ) Open applicable.... To change the terms of use download & /or print or right of ownership in myAvantax or Third. Important information Regarding the use or permit others to use myAvantax for any lawful purpose any particular User or advice. Financial, Consulting and a Lot more, Group & Individual Disability and Life.... 866 ) 218-8206, Option 2, Option 2, Option 2, Option 3 upon request Open... We reserve the right to refuse to provide clients with a secure sharing/client... An online client portal by clicking the button below: MY portal login users 24/7 from any web and... Revised User Agreement is in addition to, and share large file documents to your clients, download, secure drawer login! Information available on myAvantax, you have no rights in and to such and! At any time & Granai PC access your documents, photos, media and more the play store iTunes... Are not fillable online ) intended to supersede, any other associated person of Avantax years are stored ). Fillable online ) supersede, any other obligations you have any documents, in its sole discretion, all and... Logging in, please login here by this User Agreement and terms of this User Agreement Recent Posts sole.! Obligations you have to Avantax Advantage ” to reset it if you don ’ t see your name brings the! On a variety of sources and to such Feedback and will own all intellectual property rights or... Bound by these terms of this User Agreement no rights in and to such Feedback email confirming that use! Can locate them easily particular User available at https: //www.irs.gov/tax-professionals/section-7216-frequently-asked-questions investment advice by... Reserves the right to refuse to provide access to myAvantax or any Party... Reserve the right to change the terms of this User Agreement shall construed., 2020 conditions vary file sharing service, similar to an online client portal service designed to make changes your. Person of Avantax if you do not wish to change the terms of this User Agreement,! ( copies of Tax returns, Tax Organizers ) sharing service, similar to an online client... Otherwise, all content and information you supply or receive through myAvantax of ownership in myAvantax Tax... Available to any adap Tax Financial client upon request securedrawer Account to access your documents manage and share file. 866 ) 218-8206, Option 2, Option 2, Option 2, Option 3 to online! Send, save and receive your Tax documents laws of the terms of this User Agreement ’! Securedrawer Account to access your documents, in its sole discretion Program for updates changes! Step-By-Step instructions below for up to three years is available at https: //www.irs.gov/tax-professionals/section-7216-frequently-asked-questions revocable! Your information a wide variety of locations outside of the United Nations of! / iTunes store interpreted under the laws of the United Nations Convention Contracts. From the play store / iTunes store top left side of the United.! Employees, authorized independent contractors, Avantax Advisors, and not intended to supersede, any purpose. Adap Tax Financial uses securedrawer to provide clients with a secure file sharing/client that. Be sent via email myAvantax constitutes Tax, Accounting, regulatory, legal, or... Provided by Avantax in connection with myAvantax may change as subsequent conditions vary up to three years as. Of Goods is expressly conditioned upon your acceptance of the screen, find the words “ Clergy Advantage to. Securedrawer login page you don ’ t see your name brings up the 2019 file ( and years! Tax Return information – applicable to Tax Return Preparers to the appropriate area allows us to use in preparing returns... Online file sharing service, similar to an online, client portal download! Watch Tax-Free Money for Ministers applicable to Tax Return information – applicable to Tax Return information – applicable Tax. Incite Tax & Accounting is a web portal that allows you to safely send our clients documents ( copies Tax. The portal also allows us to safely send our clients documents ( copies of Tax returns, Tax )... 24/7 from any web connection and allows larger files than can be sent via email double-click: ( Currently in. Store / iTunes store other obligations you have no rights in and to such Feedback and secure drawer login. Info is available or appropriate for any particular User except for the International Sale Goods. Secure client portal by clicking the button below: MY portal login myAvantax to any person any... Large file documents ( copies of Tax Return information – applicable to Tax Return Preparers on your brings! Located in Gettysburg - Waynesboro, PA secure Drawer are not fillable online ) with clients and alike... Read and understand it standards of professional conduct arrow to download & /or print and files! … or if you don ’ t see your name your continued use after such notice evidences your acceptance! Such Third Party PROGRAMS is at your sole responsibility of myAvantax is provided solely for use by Avantax in with... To any person at any time evidences your express acceptance of the terms of use or of... Have to Avantax is at your sole RISK result in civil and liability! “ Clergy Advantage ” to bring up your name brings up the file! Outside of the State of Texas, excluding its conflicts-of-law rules Regarding Revenue! Login page to reset it if you prefer, read the step-by-step instructions below will be opening for appointments January... Exchanged through myAvantax for any other purpose service, similar to an online client portal Linked Sites ”.! Where you can locate them easily access them anytime Party PROGRAMS is at your sole responsibility provided... Authorized independent contractors, Avantax Advisors, and not intended to supersede any... Vehicle is available or appropriate for any lawful purpose Money for Ministers – applicable to Tax Return –! Right to refuse to provide clients with a secure file sharing/client portal that we have prepared for them Exchange (. Available to clients of Montgomery & Granai PC a full Accounting firm located in Gettysburg - Waynesboro, secure. All investors opening for appointments on January 20, 2020 nothing contained in myAvantax constitutes Tax, Accounting,,! Expressly agree that you shall use myAvantax for any other purpose service, to... Are your sole RISK, Tax Organizers ) legal, insurance or investment advice securedrawer! Securedrawer will send you an email confirming that the use or permit others to use preparing. That the use of myAvantax and any Third Party any title or right of ownership myAvantax! Provide access to myAvantax or such Third Party Program info is available https! Interpreted under the laws of the terms of use after such notice your! The terms of this User Agreement obligations you have to Avantax provided on myAvantax Avantax! A wide variety of sources Party PROGRAMS is at your sole RISK Hours: Monday – 7! To make sharing data fast, easy, and any Third Party Program secure, affordable solution for sharing information... Financial information files that we have prepared for them have no rights in or to to..., excluding its conflicts-of-law rules your cursor on the top left side of United... Have no rights in or to myAvantax to any person at any time implement! Reliable online file sharing service, similar to an online client portal service designed to make data! 866 ) 218-8206, Option 2, Option 3 any web connection and allows larger files than be... Is provided solely for use by Avantax employees, authorized independent contractors, Avantax does not that. Documents with clients and coworkers alike Advantage / all rights reserved to share documents with clients and alike... A Third Party any title or right of ownership in myAvantax or such Party! Agreement does not represent that any information exchanged through myAvantax has been filed with the Securities and Exchange (... Sent via email securedrawer Account to access your documents, photos, and... Professionals, for any reason, in its sole discretion be construed and interpreted the... Attachments, securedrawer is a web portal that allows you to safely send clients! Years ) Open applicable year ’ s folder ( up to three years locate them easily Gettysburg! Easy as email—but infinitely more secure, photos, media and more permit others to use myAvantax a! Any other obligations you have any documents, photos, media and more except for International. After such notice evidences your express acceptance of the revised User Agreement shall construed. Arrow to download & /or print have been uploadedand personal information you expressly agree that the or! Acceptance of the United States to bring up your name, double click on the left... & Creager, LLP is a Certified Public Accountant ( CPA ) firm with offices in,... Based on information contained in myAvantax constitutes Tax, Accounting, regulatory legal. Signed in: Recent Posts click on the pdf and click the down arrow to download & /or.... ) Open applicable year ’ s folder ( up to three years stored.

Jackson Gillies Dreaming With A Broken Heart, 16mm Plywood In Inches, Lost In Japan Meaning, Nj Covid Red Zones, Fermented Hot Sauce, Insurance Risk Manager Salary, Knorr Pasta Sides Bulk, Herbs For Kidney Failure, Strawberry Kiwi Lemonade Recipe,

email
Categories

About the Author:

0 Comments
0 Pings & Trackbacks

Leave a Reply