Secure client access
Match the information to the engagement.
Choose only the workflow connected to your active SFF or separately identified provider relationship. A sign-in page does not establish a relationship or authorize an upload.
Kairos financial dashboard
For Kairos advisory clients using the dashboard connected to a separate Kairos engagement.
Open separate provider login ↗02Drake PortalsSFF tax documents & workflow
Use the case-specific SFF invitation supplied for your active tax engagement to upload documents and complete organizers.
Open provider sign-in ↗03VanillaEstate-organization information
Use the client-directed workspace connected to your SFF organization workflow. Legal services and advice remain separate.
Open self-help platform login ↗04Microsoft 365Requested document exchange
Use only when SFF has identified the specific approved folder or workflow for your active engagement.
Open requested destination ↗Do not guess and do not email it. Call (330) 222-3393 or send a non-sensitive question to Info@semperfi.financial.