Broker Check

Access Avantax, eMoney, brokerage accounts, and reports.

Utilize eMoney, your world-class financial planning software, to create future scenarios and see how your money can work for you in retirement.

Determine how your cash flows, create a foundational plan, and compile all of your financial accounts in one place.

Find your financial big picture and take control.

Avantax Login

Use this login to access your secure SOS Online Account. 

Upload documents for your business, tax returns, and Profit First documentation.

Access your paychecks and W-2s.

Access documents sent to you by Small Office Solutions.

SOS Login