To a first time user of the software, it can seem extremely complex. Hard drive. The setup window opens: Click Enable Automatic Backup. 11. Documents for a selected client display on the upper right, in the Documents Pane. After downloading SecureFilePro ® on Google Play or the Apple App Store, clients can simply login with the email address they use to access their client portal. You have four ways to send or receive files: Preparer – Sending a File. Browse to the graphic image you want to use, select the image file and click Open. It's currently not in the top ranks. Shipping Address is the same as the Billing Address. A copy of the document appears in the client's From Preparer folder. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. The developer, Drake Software Mobile, indicated that the app’s privacy practices may include handling of data as described below. 1 month. New 16175: Drake Accounting Manual (DAS) 2 weeks. To use SFP eSign: First, purchase eSignature events. Drag and drop file transfer from Drake Portals clients to Drake Documents. Drake Portal Orders. Once the two-factor authentication has been enabled, the taxpayer. Click Print. PROS. CONS. Password protect — Protect your clients’ documents. Customize emails to customers, including logos, text and footer. Drake Accounting Drake Portals (SecureFilePro) provides secure file exchange for your practice, so you and your client can exchange tax documents securely and conveniently. Type your message in the text field, then click Send. About this app. Select the radio button Sign online via SecureFilePro. " This. This setting is found in Drake Documents > Setup > SFP Settings > Employees tab. More information is available on the Drake Portals page. 2 months. Locate the file and either right click and copy the file or use the drag-and-drop function to move it to the client's Drake Documents folder. SecureFilePro is a cloud-based service that allows you to exchange files with your clients securely and conveniently. Select the radio button Sign online via SecureFilePro. 5 months. 11507: Form 843 - Claim for Refund and Request for Abatement. com Domain Personalize your portal real estate for easy client recognition by choosing a unique SecureFilePro. • The portal provides you with a secure way to exchange confidential. More information is available on the Drake Portals page. View the completed return and select the pages that should be included in the eSignature PDF. com, Drake Portals (a. Learn how to customize your firm’s Drake Portals (SecureFilePro) account settings, including the custom web address, subscription status, notification options, and more. We would love to talk more about how Drake Portals and the SecureFilePro app can streamline tax season for you and your client base. A single message is limited to 1000 characters, including spaces. Check Send to cloud storage. 5 years. drakesoftware. Click the eSign button. Enter a Name in the Name field. Select the file to be uploaded and click Open. CONS. To send a message to your client, first check if they’re set up to use Drake Portals. The verification software must be able to match both taxpayer and spouse to the address in order to ask the appropriate Knowledge-Based Authentication (KBA. Sign up for a SecureFilePro Account. Drake Portal Orders. 10671: Drake Tax - Software User's Manual. 2 months. Cons: The biggest drawback for Drake is the esignature process through Drake Portals. Drake's secure cloud-hosted environment is the best option for independent tax preparers and small tax firms since it gives access to ready-made services and software. 2. I also bought Drake's portal software and will end up spending less than half of what I spent on ATX without the ATX portal. Select Rename Folder or Delete Folder from the. Sign up for a SecureFilePro Account. . An email will be sent to verify your identity when you log in from a new device. 11340: 706 - Estate Tax Returns FAQs. Because Drake Accounting is the hub of all payroll activity, those using Drake Accounting must accept or invoke this synchronization (or “sync”). Flexible storage – Drake Portals comes with 5 GB of file transfer space for all plans. 06. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. ) Shipping City * Shipping State *. Send an email to these Drake Software departments directly, or reach out to us using the contact info at the bottom of your screen. When using the automatic backup feature of saving custom backups, Drake Tax clients who want to store their files at an off-site location can. 5. . DrakeSoftware. Enter your email address and password to sign in. Click Change Logo. 1099R x42. 8020 > DrakeSoftware. Cons: The biggest drawback for Drake is the esignature process through Drake Portals. Guest Exchange. “Single sign-on” allows users to sign in to multiple accounts with one set of credentials. For help using Drake Portals, go to the Drake Software Knowledge Base and review articles in the Drake Software > Drake Portals - SecureFilePro category on the Browse tab, or search Drake Portals. cloud_upload Upload cloud_download DownloadPricing options. Drake Portals - SecureFilePro. If your account is terminated for failing to upgrade to a paid subscription, the subdomain you chose will be recycled. Price range: The desktop version is between $345 and $1,625. Click Add to upload additional files (optional). the option, go to Drake Documents > Setup > SFP Settings > Connect Features tab > check the Sign Forms option. Before you first use Guest Exchange, you must turn it on to make it accessible to you and to your clients. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Drake Portals - SecureFilePro How do I set up Multi-factor Authentication for Drake Portals (SecureFilePro TM )? With the move to a single-sign on model, your entire account is. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. If you email documents to your clients, Drake Software recommends you password-protect the documents. 10088: 1040 - K1 Code Data Entry. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Firm Management. There are four tabs on the Drake Portals - SecureFilePro™ Guest Exchange window: Drake Portals - SecureFilePro How does a taxpayer set up two-factor authentication with their Drake Portals - SecureFilePro TM account? After a taxpayer has set up their password for their Drake Portals account, they have the option to enable Two-Factor Authentication. 14. This process allows you to easily add signature fields to a PDF document of your choice/creation, and then send that PDF to a taxpayer for electronic signatures. New Outgoing – Select and send files; Incoming File Summary – Review files you’ve received; Outgoing File Summary – Review files you’ve sent; Settings – Customize Guest Exchange; New OutgoingGuest Exchange. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. On the New Exchange window, complete the. The administrator can change this selection by clicking Edit. Drake Tax; Practice Management; Tax Packages; Hosting Solution; Web-based Solutions. Don’t have an account? Upload or Download files here. New 10983: Installing Drake Tax New 18321: 2023. 7 months. 03 / 5 stars. Guest Exchange. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. Email Footer - Click edit to customize the text that appears at the bottom of all emails sent to clients from Drake Portals. Backing up Online to SecureFilePro When using the automatic backup feature of saving custom backups, Drake Tax clients who want to store their files at an off-site location, can now back up their files to SecureFilePro. 10671: Drake Tax - Software User's Manual. Select your client and then click on the Messenger tab. Read reviews, compare customer ratings, see screenshots and learn more about SecureFilePro. You can view and change these settings though the Drake Tax integration (continue below) or in the Drake Portals website (see Related Links). If you need technical assistance or customer service for Drake Software, the professional tax preparation program, you can sign in to support using your Drake account. Drake also. cloud_upload Upload cloud_download DownloadFor information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. Select Clients from the Delete all files in drop list. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. 4. 06. Taxpayers can download the mobile app from the Google Play Store and the Apple App Store. Don’t have an account? Upload or Download files here. To send a message to your client, first check if they’re set up to use Drake Portals. 95 per month or $99. Features to help you better serve clients who don’t come into the office: Open Drake Documents: The Cabinet (Working or Archive) displays with a tree of clients on the left. While Drake Portals is available for purchase and use by both Drake and non-Drake customers, the e-Sign functionality is only available for active Drake users as it is integrated with Drake Tax. SecureFilePro. To make life a little easier for you, we produce a desk reference guide containing items ranging from due diligence requirements to MACRS recovery periods every year. cloud_upload Upload cloud_download DownloadDrake Portals - SecureFilePro How do I upload documents to Drake Portals for one of my clients to download? To upload files for a specific client in Drake PortalsTM, you have. Credit & Debit Card Processing – Give clients more payment options. Type your message in the text field, then click Send. Once the two-factor authentication has been enabled, the taxpayer. Modified Date. View the completed return and select the pages that should be included in the eSignature PDF. Browse to the graphic image you want to use, select the image file and click Open. Included in Drake Portals. Popular Tags. TaxAct Professional: Best value for preparing unlimited returns. Client – Sending a File. Don’t have an account? Upload or Download files here. Below are some of the things you can do within the Working Cabinet. . If you need assistance renewing Drake Tax, please call our Accounting team at (828) 349-5900. Modified Date. To access Guest Exchange, click on the icon in the SFP pane of Drake Documents. CPE Training x42. 7. Check the pros & cons to see if the pricing plans are worth it. Create an access code with either the last four of the client’s ID number or. From the Products menu, select Drake Portals. Click Change Logo. Menu. com), cloud. Search for "SecureFilePro. While tax clients have always been able to access the web-based client portal from a browser, they can now download the. Backup Online to SecureFilePro. Create an access code with either the last four of the client’s ID number or. Guest Exchange. com subdomain: <yourbusinessname>. When the free trial period expires, you will have 30 days to upgrade to a paid subscription before your account is terminated. Seamless integration with Drake Tax Software. Browse to the graphic image you want to use, select the image file and click Open. Save the PDF of the return. The feature Add Signature Fields to Any Document is available for all Drake Portals customers. Account Tab. More information is available on the Drake Portals page. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. If you do not have any eSignature Events available for use, the radio button will be grayed out. All documents in SecureFilePro are exchanged in PDF to prevent unauthorized changes on any document that is shared. . Open Drake Documents and go to Settings > Clients tab > New Client (s) button. Related Links. Direct Deposit Information - Update direct deposit info for your add-on fees and Bank Rewards (if you partner with a bank product provider). Account:After a taxpayer has set up their password for their Drake Portals account, they have the option to enable Two-Factor Authentication. Click the link SecureFilePro eSign Information. New 13370: State. SecureFilePro. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. If they’re not set up, see Related Links below for instructions on client setup. Flexible storage – Drake Portals comes with 5 GB of file transfer space for all plans. 18 Broadcast - Annual Filing Season Program, Earn Your Record of Completion for 2024. Drake runs quickly and covers our needs for tax preparation. Object Moved. When the free trial period expires, you will have 30 days to upgrade to a paid subscription before your account is terminated. Click the eSign button. Enter a memo note, if desired. Javascript must be enabled for the correct page displayProcessor. After downloading the app, the taxpayer will enter the email address that is associated with. Object moved to here. Drake Tax offers two platforms: A desktop version and a web-hosted version called Drake Tax in the Cloud. Select the radio button Sign online via SecureFilePro. Client – Sending a File. In order to upload a new file to the Outgoing Files section, follow the steps below: Log into Drake Portals. Drake Software. SECUREFILEPRO SecureFileProTM, an HTTPS file-sharing site, allows you to send and receive documents on your own secure WebFrom the Messenger tab of Drake Portals, you can:. The APK has been available since December 2022. Automatic data flow from federal return to state and city returns, with override options. Drake Portals on the SecureFileProTM domain provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. Log in to the Drake Software Support website. Called Heart On My Sleeve, the track simulates. To offer your customers the ability to sign documents remotely, check out Drake E-Sign – Online. Select the relevant report such as Client List (All Clients). The setup window opens: Click Enable Automatic Backup. Click Update. Enter a Name in the Name field. Learn how to access, manage,. How do I set up Multi-factor Authentication for Drake Portals (SecureFilePro TM)? With the move to a single-sign on model, your entire account is protected with multi-factor authentication by default. There are two supported authentication code retrieval methods discussed below. Account Tab. Drake Portals on the SecureFilePro TM domain provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. For steps on deleting clients through Drake Tax, see Related Links below. 1 month. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. While tax clients have always been able to access the web-based client portal from a browser, they can now download the SecureFilePro. Drake Portals (SecureFilePro) Drake Portals (SFP) provides a secure client file exchange portal, allowing you to exchange tax documents between you and your client over your own secure site. Printer Windows GDI (Graphical Device Interface) or HP-compatible laser printer. Recover PasswordIn order to upload a new file to the Outgoing Files section, follow the steps below: Log into Drake Portals. When they log in to their Drake Portals Account, they click on Payment on the left. Backing up Online to SecureFilePro When using the automatic backup feature of saving custom backups, Drake Tax clients who want to store their files at an off-site location, can now back up their files to SecureFilePro. cloud_upload Upload cloud_download DownloadDrake Portals - SecureFilePro How do I set up Multi-factor Authentication for Drake Portals (SecureFilePro TM )? With the move to a single-sign on model, your entire account is protected with multi-factor authentication by default. Shipping ZIP * -10847: Form 9325 After IRS Acceptance - Notifying the Taxpayer. the option, go to Drake Documents > Setup > SFP Settings > Connect Features tab > check the Sign Forms option. Client – Sending a File. SecureFilePro Drake Software 3. i use drake software & securefilepro hand in hand when signing documents online with clients, and needing a high security way to do it —- thumbs up for securefilepro —- the best product out there for signing & secure file transfer — user friendly. com domain where you and your clients can exchange confidential tax documents safely and conveniently. Using your cellular device, link the app to the Drake Portals account by completing one of the following: Scan the authentication barcode (QR code), or. On the New Exchange window, complete the. 1040. On the Files tab in the Drake Portals pane, select the destination folder. GruntWorxDrake Software Support - Single Sign On. Enter the New folder name and click OK. Drake Tax, part of Drake Software, is well suited for small to mid-sized accounting firms that process a high number of individual and business returns. In the Drake Portals pane, click on the Files tab and open the folder Documents to Preparer. Don’t have an account? Upload or Download files here. Manage EFINs - See KB 11426 for details. Under Email. 0. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or mailing returns and other documents to clients when they need a copy. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. com; Seamless integration with Drake Tax Software; Set file expiration dates and customize default expiration dates; Customize emails to customers, including logos, text and footer; Guests can send and receive files without going through a portalVideos. View the completed return and select the forms that should be included in the PDF for e-signing. 1 month. Bill a client through Payment. All subscriptions to the SecureFilePro™ service are subject to Automated Recurring Billing (ARB), by credit card, for purposes of renewal and continuation of service. Other videos from the same category Follow these. Drake Portals is a web-based service that lets you create a secure website on the SecureFilePro. Exchange messages with your client; Export a transcript of your conversations (from the Drake Documents integration only) To disable messaging for all clients, go to Drake Documents > Setup > SFP Settings > Connect Features tab > uncheck the Messenger box > the Settings Saved message displays >. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. View the status of e-Sign Events through Signatures. Sending organizers is easier than ever, thanks to Drake Software’s SecureFilePro option, and Drake Tax produces professional letters with just a couple mouse clicks. View the completed return and select the forms that should be included in the PDF for e-signing. Offsite Backup Back up your critical client data files to a secure server using the integrated Drake Portals backup option in Drake Tax. The upload screen is displayed: Complete all informational fields as needed. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. You can also print to a real printer at this step if desired. Drake Portals - SecureFilePro. If you need technical assistance or customer service for Drake Software, the professional tax preparation program, you can sign in to support using your Drake account. Calculation results and full return view just a click away. The feature Add Signature Fields to Any Document is available for all Drake Portals customers. Fixed Asset Manager : Title: Modified DateOn the Files tab in the Drake Portals pane, select the destination folder. Click on any tab. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. Drake Tax: Best value for preparing 30 or fewer individual and business returns. Select the relevant report such as Client List (All Clients). Click Configure Automatic Backups. The price is unbeatable, the customer support is very attentive and responsive, software gives you a message page with potential errors and solutions prior to filing. " "If there is a problem that arises they fix it asap. Select the Drake PDF Printer from the Select Printer drop list. SecureFilePro has a. 98 / 5 stars vs ProSeries Tax which has 152 reviews and a rating of 4. Drake Software Classroom Training Drake Documents and SecureFileProTM Webcast Course Description: This 4-hour webcast covers the ins and outs of Drake Documents and SecureFilePro. com; Use custom ; Activation Link Expiration; Under Notifications. The Report Manager window opens. . See below for steps on deleting backups that are stored in Drake Portals. Title. 0: NEW Live Webinar with DrakeCPE New 15719: Email Setup - Google Two-Step Verification and App PasswordDrake Portal Orders. Click on your username and then select Guest Exchange. 10 - Drake22 Updates New 11763: Attachments for e-Filing - General InformationHow do I use the Drake e-Sign Online function in Drake Portals - SecureFilePro TM? Starting with Drake17, both current and prior year returns can be signed via Drake e-Sign Online. Drake Tax will now allow Form 4562 imports, and the new optional multi-factor authentication can help tax professionals better secure their accounts. 1 month. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. SecureFilePro is ideal for users who prefer paperless options, and the LookBack feature lets you view the prior year’s tax return data. SecureFilePro. Automatic data flow from federal return to state and city returns, with override options. The Drake Portals Guest Exchange allows you to securely share files with anyone who does not have a Drake Portals account. DrakePortals provides tax professionals a Drake Tax®-integrated, SecureFilePro. In use by hundreds of Drake Software customers, SecureFilePro offers a more secure way to send files to clients (tax return and other documents)and receive files from clients (W2, Organizer, etc. Click Submit. The price is unbeatable, the customer support is very attentive and responsive, software gives you a message page with potential errors and solutions prior to filing. 2 months. To download a file, open Drake Documents and locate the client in the left tree menu. ScheduleC x39. The Report Manager window opens. This will load the client creation window. Popular Tags. . Click the link SecureFilePro eSign Information. 0. 10671: Drake Tax - Software User's Manual. sk8monroe , 04/11/2023. Right-click and select Create New Folder. Click Manual code to set up the app with a code. Select your client and then click on the Messenger tab. DSL, cable, fiber optic) is recommended for GruntWorx, SecureFilePro, and Google and Outlook Calendar integration. GruntWorxModified Date. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Resources - Download Drake Tax, Drake Accounting, and conversion software; order supplemental resources and Drake-compatible supplies; look up federal and state facts; access the Drake Broadcast Center; learn about SecureFilePro; participate in forums; and find answers to your questions in the Drake Knowledge Base. 16562: Drake Portals - Firm/Preparer Multi-Factor Authentication (MFA) 1 year. Once you have created your PDF, follow these steps to add signature fields and send the document to the taxpayer for e-signing: Log in to the Drake Portals website. Drake Portals (SecureFilePro TM) Note: This change only affects Drake Portals administrator and preparer accounts. . 5 years. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. The Guest Exchange is a panel that shows up on your Drake Portals login page, which clients can use to upload files to you or as an alternate method to download guest exchange files from you. On the Home page, expand the Clients section. Choose to send the documents to your printer, save to Drake Documents (previously DDM), upload to Drake Portals (SecureFilePro in Drake19 and prior), and/or generate fillable PDFs. Upload from Drake Tax: Whenever you print to Drake Documents with the Drake PDF printer, select the. Select a date from the calendar control that appears when you click the Uploaded on or before field. Customize emails to customers, including logos, text and footer. Select your client and then click on the Messenger tab. Client – Receiving a File. No SecureFilePro Found Message. 14 Are you a current Drake Software customer? Sign in to my account I'm not a current Drake customerConnecting Read reviews, compare customer ratings, see screenshots, and learn more about SecureFilePro. When using the automatic backup feature of saving custom backups, Drake Tax clients who want to store their files at an off-site location can now back up their files to SecureFilePro. 12109: Enterprise Office Manager (EOM) 2 years. Seamless integration with Drake Tax Software. SecureFilePro is considered an add-on and is purchased separately from Drake Tax. Send a file to multiple recipients by entering multiple. Free marketing – Digital and print marketing available to help you grow your business. An email will be sent to verify your identity when you log in from a new device. Password. The app will display a six-digit code. The following items may prevent signatures from being uploaded or help you troubleshoot taxpayer failed signatures. Click Select to browse for the file (s) to be uploaded. Set Number of Weeks to Keep. Guests can send and receive files without going through a portal. Choose Create under the Create Batch Drake Portals Clients section at the bottom of the window. It is web-based and works with most browsers and computers. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Drag and drop file transfer from Drake Portals clients to Drake Documents. This 2023 Drake tax software review looks at the features that make up this accounting software. Compliments of Drake Software 828. This desk reference is a. Shortcut keys and macros simplify data entry and reduce keystrokes. Drake's cloud software also offers high levels of security and quick deployment since it is deployed over the internet. Browse to the graphic image you want to use, select the image file and click Open. In the New Exchange window, enter the following items: Recipient (s) Email Address. Locate the file and either right click and copy the file or use the drag-and-drop function to move it to the client's Drake Documents folder. You can send the customer documents via Drake Portals (SecureFilePro), and the customer can sign them on their mobile device or computer. W2 x103. Custom subdomain – <yourbusinessname>. 03 / 5 stars. Choose Create under the Create Batch Drake Portals Clients section at the bottom of the window. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. The upload screen is displayed: Complete all informational fields as needed. E-file Password - Manage your Drake e-filing password from within the Drake Support website. com Referral Program - DIY Online Tax Preparation FAQs. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. To a first time user of the software, it can seem extremely complex. Drake Tax has 89 reviews and a rating of 3. 18 Broadcast - Annual Filing Season Program, Earn Your Record of Completion for 2024. If you do not have any e-Sign Events available for use, the radio button will be grayed out. If they’re not set up, see Related Links below for instructions on client setup. 00 out of 5 stars, based on 11 ratings. Select the menu at the top right and choose Guest Exchange. At the top, click Create New Exchange. Send a file to multiple recipients by entering multiple. 14454: State, AMT, and Book Depreciation Amounts Not Updating from Prior Year. Below are some of the things you can do within the Working Cabinet. Enter a Name in the Name field. 17624: Preparing for the Individual DeadlineSecureFilePro is a business app developed by Drake Software. On the Connect tab, enter the bill amount. Over the next several months, Drake Software will be transitioning to a single sign-on (SSO) model for accessing Drake websites and applications. The Drake Portals Guest Exchange allows you to securely share files with anyone who does not have a Drake Portals account. The client will receive a notification email that a bill has been sent. Drake provides the tools and support tax professionals need to build their businesses and attract new clients. PROS.