To download a file, open Drake Documents and locate the client in the left tree menu. On the Home window of Drake, select Setup > Printing > Printer Setup. From the Products menu, select Drake Portals. Other videos from the same category. . Use Logo on Emails "Sent From" Email. Every Drake Portals package, including the 14-day free trial, has access to all Drake Portals features (Files, Profile, Checklist, Questionnaires, Signatures, and, Payment). You can send the customer documents via Drake Portals (SecureFilePro), and the customer can sign them on their mobile device or computer. Access all your Drake products and services with one login. The Report Manager window opens. Click the eSign button. 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. The Report Manager window opens. com 1 2 Awards 3 Support 4 Tax Solutions 5 GruntWorx 6 Tax Diagnostic Tools 7 Drake Accounting 8 Client Communications 9 SecureFilePro 10 Business Tools 11 Drake Hosted 12 Making the Switch 13 Keeping You Connected Awards Support About Drake Drake Tax was fi rst. Bill a client through Payment. Browse to the graphic image you want to use, select the image file and click Open. 1 month. Select the radio button Sign online via Drake Portals TM . Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. Drake eSignature is integrated into SFP and allows your 1040 clients to review and sign tax documents on their mobile devices or computers. Log in to the Drake Software Support website. 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. . Go to Firm > Portal Setup. 11727: 1040. The software verifies individuals are at least 18 years old prior to uploading signable documents to Drake Portals. The General Data Protection Regulation (GDPR), a regulation in European Union (EU) law, is a new set of rules that changes the way personal data of individuals inside the European Economic Area (EEA) can be collected and processed. 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. Guest Exchange. Review. For example, choose Documents from Preparer. Set file expiration dates and customize default expiration dates. 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. To connect with your client, your choices are to: use Drake Portals and upload documents through the secure file transfer system on the SecureFilePro TM exchange (see Related Links below for details),New 18320: 2023. com-subdomain website for exchanging tax documents, communicating with clients, collecting signatures and payments, and more. g. 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. "Drake's securefilepro is a disaster. Click Change Logo. The following items may prevent signatures from being uploaded or help you troubleshoot taxpayer failed signatures. Select the radio button Sign online via SecureFilePro. Below are some of the things you can do within the Working Cabinet. 9500 | Webinars at DrakeSoftware. This video demonstrates portal basics to the end user, including logging in, sharing files, and account settings. The upload screen is displayed: Complete all informational fields as needed. Download SecureFilePro and enjoy it on your iPhone, iPad, and iPod touch. CPE Training x42. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. To rename or delete the folder, select it in the Drake Portals pane and right click. 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. Drake Portals - SecureFilePro Choose from the following frequently asked questions about folders available in Drake Portals: Adding, Deleting, and Renaming Custom FoldersDrake Software conducted a comprehensive survey involving over 1,000 tax professionals to understand their pricing strategies for the upcoming 2023 tax filing. (“Drake Software”) Billing and Payment Policy for SecureFilePro™ All payments for SecureFilePro™ services are due before delivery of service. ScheduleC x39. If accessing your Drake Portals client documents via the Drake Portals Pane in Drake Documents, follow these steps:Backup Online to SecureFilePro. A single message is limited to 1000 characters, including spaces. Password protect — Protect your clients’ documents. Drake Tax from Drake Software is well-suited for small to mid-sized accounting firms that process both individual and business taxes. SFP clients can send SecureFilePro domain name change requests from Drake Portals Settings in Drake Documents. Documents can only be signed via Drake Portals if enough e-Sign Events have been purchased and are available. 1 month. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. Click Add to upload additional files (optional). View the completed return and select the forms that should be included in the PDF for e-signing. . On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Account Tab. See why professional preparers vote Drake #1 year after year. Additional space is available at $9. Second, sign with eSignature events. A copy of the document appears in the client's From Preparer folder. While Drake Portals is integrated with Drake Software as well as the Drake Documents, documents produced by other software. 11. It is web-based and works with most browsers and computers. . Firm Management. ProSeries Professional: Best overall professional tax preparation software. Password. SecureFilePro. For example, choose Documents from Preparer. Eventually, all Drake users will have only. We are always happy to hear from you at (800). Don’t have an account? Upload or Download files here. Follow the app specific steps to activate the app. Select Rename Folder or Delete Folder from the. DrakePortals provides tax professionals a Drake Tax®-integrated, SecureFilePro. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. 2 years. Object moved to here. When they log in to their Drake Portals Account, they click on Payment on the left. SecureFilePro. To send a message to your client, first check if they’re set up to use Drake Portals. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Other videos from the same category Follow these instructions to link your copy of Drake Tax to your SecureFilePro portal account. Right-click and select Create New Folder. The setup window opens: Click Enable Automatic Backup. Sign InFrom the Messenger tab of Drake Portals, you can:. A single message is limited to 1000 characters, including spaces. Automatic data flow from federal return to state and city returns, with override options. 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. See why professional preparers vote Drake #1 year after year. 11340: 706 - Estate Tax Returns FAQs. Seamless integration with Drake Tax Software. Customize emails to customers, including logos, text and footer. There are two supported authentication code retrieval methods discussed below. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. 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. Select a category below or click. Client – Sending a File. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. 12511: Drake Software Status Page (Website) 2 months. 95 per month or $99. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. 890. Don’t have an account? Upload or Download files here. 524. 10671: Drake Tax - Software User's Manual. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. 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 portalDrake Software | 800. In the New Exchange window, enter the following items: Recipient (s) Email Address. Before you first use Guest Exchange, you must turn it on to make it accessible to you and to your clients. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. Use default no-reply@securefilepro. Hire remote preparers: QuickCloud Hosting can turn Drake Tax into cloud software starting at $25 per user, per month,. 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. 17730: 1040 - K1P Box 20 Code AG. In order to upload a new file to the Outgoing Files section, follow the steps below: Log into Drake Portals. If they’re not set up, see Related Links below for instructions on client setup. On the Files tab in the Drake Portals pane, select the destination folder. If you do not have any eSignature Events available for use, the radio button will be grayed out. 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. Guests can send and receive files without going through a portal. Select the relevant report such as Client List (All Clients). ScheduleE x34. 2. • The portal provides you with a secure way to exchange confidential. Select a category below or click. Automatic data flow from federal return to state and city returns, with override options. In the Drake Portals pane, click on the Files tab and open the folderDocuments to Preparer. 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. a. Preparer – Receiving a File. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. Upload from Drake Tax: Whenever you print to Drake Documents with the Drake PDF printer, select the. "Sent From" Email. Click the eSign button. If you do not have any eSignature Events available for use, the radio button will be grayed out. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. On the Guest Exchange window, choose Create Exchange. You have four ways to send or receive files: Preparer – Sending a File. E-file Password - Manage your Drake e-filing password from within the Drake Support website. You can upload documents directly from Drake Tax to a secure portal and even send and receive messages instantly. New 18325: Save or Save and Apply All Button Grayed Out (DAS) New 18324: 2023. 15765: Using Drake Portals (SecureFilePro™) in Drake Accounting® (DAS) 2 months: 15699: Trial Software & Activation (DAS) 2 months: 15230: Configure Bitdefender to Allow Drake Accounting Files (DAS) 2 months: 15229: Configure Webroot to Allow Drake Accounting Files (DAS) 2 months:Drake Software is a top-tier provider of professional tax preparation software. Optional: Password protect. Email is a less secure way to send and receive taxpayer information. Javascript mus22t be enabled for the correct page displayDrake Software Blog Team - November 16, 2023. 16381: Drake Portals - Employee and Client Settings. Click “Add/Delete URL” and proceed as instructed. GruntWorxDrake Software Support - Single Sign On. Serial Numbers - Access your current and prior. K1 Entries. At the top, click Create New Exchange. Other videos from the same category Follow these. Click Change Logo. This desk reference is a. To a first time user of the software, it can seem extremely complex. Included in Drake Portals. Shortcut keys and macros simplify data entry and reduce keystrokes. Select the relevant report such as Client List (All Clients). Free marketing – Digital and print marketing available to help you grow your business. Email Footer - Click edit to customize the text that appears at the bottom of all emails sent to clients from Drake Portals. 11. Your site may be accessed anywhere the Internet is available. Linking Drake & SecureFilePro Follow these instructions to link your copy of Drake Tax to your SecureFilePro portal account. An email will be sent to verify your identity when you log in from a new device. Upon completion of this webcast you will be able to: • Understand the benefits of using Drake Documents and SecureFilePro to streamline and secure workflowDrake Enterprises, Ltd. This desk reference is a. com subdomain: <yourbusinessname>. Click the eSign button. Make sure Manually Sync is. . 11592: 1120S - M-2 versus Retained Earnings. New 18328: 2023. No SecureFilePro Found Message. 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. Username. See why professional preparers vote Drake #1 year after year. Click Manual code to set up the app with a code. 1 week. ) Shipping City * Shipping State *. the option, go to Drake Documents > Setup > SFP Settings > Connect Features tab > check the Sign Forms option. Drake allows users to store documents of any kind. Save the PDF of the return. View the completed return and select the forms that should be included in the PDF for e-signing. com (including Web1040 and Drake Zero), and (collectively referred to as the “Sites”) as well as to the associated products and services offered by Drake. Printer Windows GDI (Graphical Device Interface) or HP-compatible laser printer. There are four tabs on the SecureFilePro Guest Exchange window. the option, go to Drake Documents > Setup > SFP Settings > Connect Features tab > check the Sign Forms option. A single message is limited to 1000 characters, including spaces. 15626: EU General Data Protection Regulation Law - Drake Portals and Drake Websites. Drake also. 17923: Drake Portals - SecureFilePro Mobile App for Taxpayers. The following items may prevent signatures from being uploaded or help you troubleshoot taxpayer failed signatures. You have four ways to send or receive files: Preparer – Sending a File. Custom subdomain – <yourbusinessname>. In the Drake Portals pane, click on the Files tab and select the client default folder in which you want to add a custom folder. Log in to the Drake Software Support website. The speed you need – Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. Drake Tax offers two platforms: A desktop version and a web-hosted version called Drake Tax in the Cloud. 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 OutgoingDrake Software is a complete professional tax preparation program for federal and state returns, business and individual. . 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. Title. Recommended System Requirements • Windows 7, 8 or 10 Professional 64-bit • 2. How long is the trial period? The free trial is 14 days from the date you sign up. The feature Add Signature Fields to Any Document is available for all Drake Portals customers. Customize emails to customers, including logos, text and footer. SecureFilePro provides secure, off-site document storage and file transfer, so customers can remotely send, receive, and sign important. Linking Drake & SecureFilePro Follow these instructions to link your copy of Drake Tax to your SecureFilePro portal account. Password protect — Protect your clients’ documents. Select the relevant report such as Client List (All Clients). Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. The APK has been available since December 2022. 890. 1 month. Access all your Drake products and services with one login. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. 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. A single message is limited to 1000 characters, including spaces. This 2023 Drake tax software review looks at the features that make up this accounting software. 8 GHz processor • 4 GB RAM • Monitor capable of 1280 x 1024 screen resolutionLearn the basics of Drake Software products with these short instructional videos. The Preparer site is used to manage your Drake Portals account, access secure document exchange and other interactive functions as well as portal site settings, client. If you need assistance renewing Drake Tax, please call our Accounting team at (828) 349-5900. 02 Broadcast - Catch our Drake Accounting® Classroom Training! CPE TrainingGuest Exchange. The administrator can change this selection by clicking Edit. New 16175: Drake Accounting Manual (DAS) 2 weeks. Educate Yourself on Tax Law Changes. Drake Accounting® Classroom Training - CPE Training. Drake's cloud software also offers high levels of security and quick deployment since it is deployed over the internet. SecureFilePro. To rename or delete the folder, select it in the Drake Portals pane and right click. In the last 30 days, the app was downloaded about 470 times. Double-click on the preparer or select the preparer and click Edit Preparer. From the Products menu, select Drake Portals. Loading; Loading the requested domain. Select return (s) to view and click View. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. Enter a memo note, if desired. When using SFP eSign, remember: The SFP eSign process is different than using a Signature Pad to e-sign. A single message is limited to 1000 characters, including spaces. Select Rename Folder or Delete Folder from the. 13355: Federal Forms - Drake e-Sign (in-Person or Online) 1 year. 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. See Related Links below for details. Click the eSign button. . Automatic data flow from federal return to state and city returns, with override options. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. 1 month. Drake Documents is part of Drake Tax, and is well suited for small to mid-sized accounting firms that currently use other Drake Software. SecureFilePro is a service of Drake Software, a professional tax and accounting software provider that we've used for years to securely prepare and e-file your returns. 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. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. Drake Portal Orders. Follow the app specific steps to activate the app. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Upload. Guest Exchange. drakesoftware. Skip to main content Site Map. Modified Date. In the New Exchange window, enter the following items: Recipient (s) Email Address. 1 year. The developer, Drake Software Mobile, indicated that the app’s privacy practices may include handling of data as described below. The upload screen is displayed: Complete all informational fields as needed. . Lacerte: Best for complex returns, such as consolidations. Sign InSelect File > View; the "EF Selector" dialog opens. Compliments of Drake Software 828. 5 months. Pros: Drake is a very affordable tax preparation software that doesn't nickel and dime you for every feature. Technology. Backup Online to SecureFilePro. 1 year. Drake Portals - SecureFilePro. Type your message in the text field, then click Send. Menu. 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. To a first time user of the software, it can seem extremely complex. Use Logo on Emails "Sent From" Email. Choose from App Generation or Text Message Authentication below. 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. 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. You can also print to a real printer at this step if desired. Once the two-factor authentication has been enabled, the taxpayer. Click on any tab. 15844: Hide Return Notes. Drake runs quickly and covers our needs for tax preparation. Enter the New folder name and click OK. SecureFilePro. cloud_upload Upload cloud_download DownloadPricing options. Sign up for a SecureFilePro Account. Included in Drake Portals. 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. ScheduleC x39. For more information, see the developer’s. . On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. 11507: Form 843 - Claim for Refund and Request for Abatement. Enter a Name in the Name field. Click Select to browse for the file (s) to be uploaded. com 1 2 Awards 3 Support 4 Tax Solutions 5 GruntWorx 6 Tax Diagnostic Tools 7 Drake Accounting 8 Client Communications 9 SecureFilePro 10 Business Tools 11 Drake Hosted 12 Making the Switch 13 Keeping You Connected Awards Support About Drake Drake Tax was fi rst. com. 11574: Online Filing (OLF) Help for Taxpayers. 18 Broadcast - Annual Filing Season Program, Earn Your Record of Completion for 2024. Popular Tags. 00 out of 5 stars, based on 11 ratings. com (also known as the Drake Software Support website or Drake Account), was migrated to the new single sign-on process. New 18313: 2023. See below for steps on deleting backups that are stored in Drake Portals. It is web-based and works with most browsers and computers. Select the menu at the top right and choose Guest Exchange. Bill a client through Payment. 2 months: 15028: Organizers - Custom PagesLoading; Loading the requested domain. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. Don’t have an account? Upload or Download files here. To manually sync records, complete the following: 1. Client – Receiving a File. The software scans the clients chosen and then displays the Organizer/Proforma – Print Options window. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money. Create an access code with either the last four of the client’s ID number or. Click the link SecureFilePro eSign Information. 12109: Enterprise Office Manager (EOM) 2 years. The administrator can change this selection by clicking Edit. It rapidly grew from a family tax practice into a national brand by providing tax professionals with. Email. under the Guest Exchange and complete the displayed page. Click Change Logo. 26 Broadcast - Drake In Depth: Self-Employment and Rental Income - CPE Training New 18312: 2023. New 18320: 2023. If you do not have any eSignature Events available for use, the radio button will be grayed out. Offsite Backup Back up your critical client data files to a secure server using the integrated Drake Portals backup option in Drake Tax. Learn the basics of Drake Software products with these short instructional videos. Sign up for a SecureFilePro Account. Pros: Drake is a very affordable tax preparation software that doesn't nickel and dime you for every feature. 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. Optional: Password protect. Over the next several months, Drake Software will be transitioning to a single sign-on (SSO) model for accessing Drake websites and applications. Click Manual code to set up the app with a code. CONS. We are always happy to hear from you at (800). 5 years. Backup Online to SecureFilePro. Guests can send and receive files without going through a portal. Backup Online to SecureFilePro. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. 98 / 5 stars vs TurboTax Business which has 240 reviews and a rating of 4. PROS. • The portal provides you with a secure way to exchange confidential. 00 out of 5 stars, based on 11 ratings. Select the radio button Sign online via SecureFilePro. In the Login Information section of the Preparer Setup, select the checkbox to the right of Enable Multi-Factor Authentication (MFA). It is web-based and works with most browsers and computers. 10. Software Purchase Assistance – Purchase Drake Tax with $0 up-front. com, onlineefdb. Learn the basics of Drake Software products with these short instructional videos. An email will be sent to verify your identity when you log in from a new device. Drake recommends using Drake Portals – SecureFilePro TM to securely send and receive sensitive data instead. 5 Stars. Yes, SecureFilePro TM now has a mobile app. 1040. SecureFilePro has a. Under the Two-Factor Authentication section, choose App. Hard drive. Select your client and then click on the Messenger tab. 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. Modified Date. SecureFilePro is considered an add-on and is purchased separately from Drake Tax. Drake provides the tools and support tax professionals need to build their businesses and attract new clients. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928Ryan Norton Friday, October 07, 2022.