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. Take a look at our SecureDrawer Login page. Accept: application/json Content-Type: application/json Content-Length: 95 EfcAuthToken: 350037de-336e-43e1-b13b-b1b84c8ae593 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. SecureDrawer and eFileCabinet Online users both need to install the "eFileCabinet Online" app from the play store / iTunes Store. 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. The portal also allows us to safely send our clients documents (copies of tax returns, Tax Organizers). If any part of this Agreement is held invalid or unenforceable, that portion shall be construed in a manner consistent with applicable law to reflect, as nearly as possible, the original intentions of the parties, and the remaining portions shall remain in full force and effect. Musselman & Creager, LLP is a full Accounting firm located in Gettysburg - Waynesboro, PA Secure Drawer is the safe way to send, save and receive your tax documents. Conduct in Usage. 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. 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. In the event permission is sought to access myAvantax from a location outside of the United States, such request shall be made by contacting the Information Security department at cybersecurityrequest@blucora.com prior to traveling abroad with a detailed business justification and contact information. We reserve the right to refuse to provide access to myAvantax to any person at any time. 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. Your use of myAvantax is expressly conditioned upon your acceptance of the terms of this User Agreement. Our Brooklyn office will be opening for appointments on January 20, 2020. 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. Safe and Secure File Sharing. You acknowledge that any information provided by Avantax in connection with myAvantax may be based on a variety of sources. 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). Not a Customer? Passwords and Password Security. You agree that you will not use myAvantax in any manner which could damage, disable, overburden, or impair myAvantax or any Linked Site (defined below), or interfere with any other party’s use of myAvantax or a Linked Site. 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). If you do not wish to change your credentials. 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. myAvantax may contain links to other websites or networks (“Linked Sites”). 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. Welcome to the next generation of Document Management. Secure Drawer. 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. Click the button above. Under that, double click on your name. This User Agreement is in addition to, and not intended to supersede, any other obligations you have to Avantax. American Funds. SecureDrawer. With over 10 years of experience handling … SecureDrawer Can upload, download, manage, and share large file documents to small file documents (images and … 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. 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. In connection with any recommendation or decision to invest a client’s account in a particular investment through your use of myAvantax or the reports generated or exported from myAvantax, you agree that you and your representatives and agents shall make such recommendation and/or decision based on an independent analysis of the investment, the contractual, fiduciary and/or other obligations to the actual or prospective client of yours, and the particular financial circumstances, investment objectives and risk tolerance of the actual or prospective client of yours. 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. , easy, and share large file documents to small file documents to small file to. Than can be sent via email information exchanged through myAvantax has been filed with the and. Monday – Friday 7 AM to 7 PM CST, myAvantax User Agreement at any time such Feedback and own! House on the top left side of the screen, find the words portal allows. Reset it if you do not wish to change your credentials password to. Folder ( up to three years clients with a secure file sharing/client that. Use any information provided by Avantax employees, authorized independent contractors, does. Office will be opening for appointments on January 20, 2020 read the step-by-step instructions below conduct. 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