Secure client access
Your familiar provider pages.
Choose a provider, then use your own account or personal invitation. These links open general provider pages; a confidential upload still needs the secure destination connected to your engagement.
eMoney
Open the eMoney homepage. Use your personal client sign-in for the dashboard connected to your separate Kairos engagement.
Open provider homepage02Drake PortalsSFF tax documents & workflow
Open the provider entry page. Use your SFF invitation to reach the tax workspace for your engagement.
Open provider page03VanillaEstate-organization information
Open Vanilla and sign in to your own estate-information workspace. Legal services remain separate.
Open Vanilla04Document and account accessMicrosoft 365
Open the Microsoft 365 homepage. An upload belongs only in the specific folder or secure link supplied by SFF.
Open provider homepageDo not guess and do not email it. Call (330) 222-3393 or send a non-sensitive question to Info@semperfi.financial.