Client Corner

Tax Services

*To send or receive tax documents or locate your 2021 Tax Organizer use SmartVault. Click the button below for directions and a link to the login & instruction page.

Each tax client will receive an email invitation from SmartVault with directions to activate a SmartVault account for sending, storing and receiving tax files and documents. See details, click the green link below.

Secure Drawer will expire June 1, 2022. You may still access and download prior years files using your existing SecureDrawer login at the link below. Don’t use SecureDrawer to send/receive tax files beginning now. 

Financial Services

Existing 403(b) Account Service

Click the button below for assistance from our financial team for your Clergy Advantage 403(b) Retirement Plan or investment accounts. If you want to send financial documents for a review, contact us for a secure link. 

Access Your eMoney Client Portal

All your accounts, all the time in one place! Connect and access all financial, credit, and bank accounts under one roof with real time updates. Enjoy unlimited cloud document storage. For a demonstration or to get started, please reach out to us at

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