Documents can only be signed via Drake Portals if enough e-Sign Events have been purchased and are available. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Upload from Drake Tax: Whenever you print to Drake Documents with the Drake PDF printer, select the Upload to Client's Portal (Upload to SecureFilePro TM in Drake19 and prior) option to upload the selected documents to the client's Drake Portals folder. It's currently not in the top ranks. To send a file to someone who does not have a Drake Portals account, click on the Guest Exchange icon in the Drake Portals - SecureFilePro Pane of Drake Documents, then: In the Recipient Email pane, click on a blank row under Email. Clear the option to Launch Adobe after creating a ‘Drake PDF’. Technology. 11507: Form 843 - Claim for Refund and Request for Abatement. Click Change Logo. securefilepro. An email will be sent to verify your identity when you log in from a new device. Browse to the graphic image you want to use, select the image file and click Open. Access SecureFilePro. Automatic data flow from federal return to state and city returns, with override options. 4 GB or more. DrakeSoftware. You can also print to a real printer at this step if desired. 1 year. Loading; Loading the requested domain. There are four tabs on the Drake Portals - SecureFilePro™ Guest Exchange. Select the relevant report such as Client List (All Clients). 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. Shortcut keys and macros simplify data entry and reduce keystrokes. Select the relevant report such as Client List (All Clients). Software Purchase Assistance – Purchase Drake Tax with $0 up-front. 2019 Rating – 4. To send a file to someone who does not have a Drake Portals account, click on the Guest Exchange icon in the Drake Portals - SecureFilePro Pane of Drake Documents, then: In the Recipient Email pane, click on a blank row under Email. Your site may be accessed anywhere the Internet is available. View the completed return and select the forms that should be included in the PDF for e-signing. 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. Yes, SecureFilePro TM now has a mobile app. 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. Log in to the Drake Software Support website. It's currently not in the top ranks. We invite Drake Portals (SecureFilePro) customers to share this video with taxpayers to promote secure communications with taxpayers. drakesoftware. We uncover the newest industry insight on tax prep fees in our latest infographic blog post! Drake Software surveyed over 1000 tax preparers to discover their accepted payment methods, anticipated charges per form, pricing approach, and plans to modify fees. Drake Tax; Practice Management; Tax Packages; Hosting Solution; Web-based Solutions. 98 / 5 stars vs MyTAXPrepOffice which has 103 reviews and a rating of 4. 11592: 1120S - M-2 versus Retained Earnings. 17730: 1040 - K1P Box 20 Code AG. 10523: Shipment Letter for Drake Software Release. Guest Exchange. To rename or delete the folder, select it in the Drake Portals pane and right click. No SecureFilePro Found Message. To send a message to your client, first check if they’re set up to use Drake Portals. DrakePortals provides tax professionals a Drake Tax®-integrated, SecureFilePro. Comparisons. A single message is limited to 1000 characters, including spaces. View the status of e-Sign Events through Signatures. Try it for free or choose from different plans and pricing options. Browse to the graphic image you want to use, select the image file and click Open. 13187: 706 - Line 1 is Blank. Select the menu at the top right and choose Guest Exchange. Upload. On the Connect tab, enter the bill amount. Click Change Logo. Definition and Software Setup. 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. Select the (F8) Edit Printer Settings tab. Modified Date. Use Logo on Emails "Sent From" Email. The free trial is 14 days from the date you sign up. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. 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. CONS. Drake eSignature is integrated into SFP and allows your 1040 clients to review and sign tax documents on their mobile devices or computers. 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. com; Use custom ; Activation Link Expiration; Under Notifications. Browse to the graphic image you want to use, select the image file and click Open. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. The administrator can change this selection by clicking Edit. If you do not have any e-Sign Events available for use, the radio button will be grayed out. . Drag and drop file transfer from Drake Portals clients to Drake Documents. Enter your Drake Portals Username and Password in the Drake Portals Pane, and then click Login. Preparer – Receiving a File. You’ll save money by using less paper and toner, and by cutting the staff time. CPE Training x42. 5 months. " This. SecureFileProTM provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. 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. 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. 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. Don’t have an account? Upload or Download files here. Access all your Drake products and services with one login. Settings are saved automatically. If you are a Drake Software customer, you can access your own portal here and enjoy the benefits of online backup, file transfer, and client communication. New 18313: 2023. 95 per month or $99. Firm Management. Loading; Loading the requested domain. 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. 11507: Form 843 - Claim for Refund and Request for Abatement. 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. Modified Date. 11727: 1040. 3. Click Update. 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 >. 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. 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. 11340: 706 - Estate Tax Returns FAQs. com-subdomain website for exchanging tax documents, communicating with clients, collecting signatures and payments, and more. Other videos from the same category Follow these. To do so, follow these steps: Select your username from the Home window of your Drake Portals website. Menu. Other videos from the same category. SecureFilePro. If you email documents to your clients, Drake Software recommends you password-protect the documents. Log in to the Drake Software Support website. Drake Tax offers two platforms: A desktop version and a web-hosted version called Drake Tax in the Cloud. SecureFilePro has a. To access Guest Exchange, click on the icon in the SFP pane of Drake Documents. 95 per year, per 25 GB. com, onlineefdb. Click Select to browse for the file (s) to be uploaded. See below for steps on deleting backups that are stored in Drake Portals. On the Guest Exchange window, choose Create Exchange. Email Footer - Click edit to customize the text that appears at the bottom of all emails sent to clients from Drake Portals. If your account is terminated for failing to upgrade to a paid subscription, the subdomain you chose will be recycled. 2 months. 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. Drake E-Sign Online is integrated with Drake Tax and works along with Drake Portals SecureFilePro. . The window changes to show this folder and its contents on Drake Portals: In the upper right pane, left click to select the document that you want to upload and drag it down into the lower Drake Portals pane. 11391: 709 - Gift Tax Return Overview. New 18313: 2023. Related Links. Enter your Drake Portals Username and Password in the Drake Portals Pane, and then click Login. Drake offers desktop, web-based and hosted software types. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. 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. On the Files tab in the Drake Portals pane, select the destination folder. 8020 > DrakeSoftware. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money. Check the pros & cons to see if the pricing plans are worth it. Videos. New 16175: Drake Accounting Manual (DAS) New 15170: 1040 - Printing a Bank Check. 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. The client will: Navigate to your Drake Portals website and locate the Guest Exchange panel: Click Upload. 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. If you prefer a hard copy, you can print one from the CD or order one directly from Drake for $25 (plus tax, shipping, and handling). Direct Deposit Information - Update direct deposit info for your add-on fees and Bank Rewards (if you partner with a bank product provider). Client – Sending a File. File Download. In order to upload a new file to the Outgoing Files section, follow the steps below: Log into Drake Portals. 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. Right-click and select Create New Folder. Loading; Loading the requested domain. Download SecureFilePro and enjoy it on your iPhone, iPad, and iPod touch. Type your message in the text field, then click Send. The feature Add Signature Fields to Any Document is available for all Drake Portals customers. 02 Broadcast - Catch our Drake Accounting® Classroom Training! CPE TrainingDrake Software | 800. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. Click the eSign button. To manually sync records, complete the following: 1. Most other software charges you extra for additional states. To download a file, open Drake Documents and locate the client in the left tree menu. 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. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. You can also use Drake Portals to back up your Drake Tax and Drake Documents files to the cloud. Store your clients’ documents — Scanned documents and copies of your clients’ returns are stored in electronic folders. New 18328: 2023. When using SFP eSign, remember: The SFP eSign process is different than using a Signature Pad to e-sign. When the free trial period expires, you will have 30 days to upgrade to a paid subscription before your account is terminated. SecureFileProTM provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. Eventually, all Drake users will have only. If your account is terminated for failing to upgrade to a paid subscription, the subdomain you chose will be recycled. From the Messenger tab of Drake Portals, you can:. See why professional preparers vote Drake #1 year after year. Object Moved. Drake Portal Orders. Click the Print icon and select Upload to Client's portal (Upload to SecureFilePro in Drake19 and prior) on the printer dialog (this will also save a copy to Drake Documents). Having a convenient list of commonly accessed tax information can make it easier to weather the hectic pace of filing season. Select Rename Folder or Delete Folder from the. From this section, the taxpayer will click on Pay and. Taxpayers can download the mobile app from the Google Play Store and the Apple App Store. Virtual Currency response field removed when importing Client Profile. There are two supported authentication code retrieval methods discussed below. Log in to Drake Portals. Modified Date. Many options and can take time to learn navigation. On the New Exchange window, complete the. 6 months. SecureFilePro is a cloud-based service that allows you to exchange files with your clients securely and conveniently. Send a file to multiple recipients by entering multiple. This will load the client creation window. Technology. Add custom instructions to emails sent to the selected type of client. Compliments of Drake Software 828. Copy files to CD — Copy Drake Documents files directly to a CD. Serial Numbers - Access your current and prior. 11. Flexible storage – Drake Portals comes with 5 GB of file transfer space for all plans. View the completed return and select the pages that should be included in the eSignature PDF. Modified Date. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. 03 Broadcast - SECURE Act 2. Follow the app specific steps to activate the app. Your site may be accessed anywhere the Internet is available. No SecureFilePro Found Message. 1099R x42. Seamless integration with Drake Tax Software. Type your message in the text field, then click Send. 11. View the status of e-Sign Events through Signatures. In the New Exchange window, enter the following items: Recipient (s) Email Address. 14454: State, AMT, and Book Depreciation Amounts Not Updating from Prior Year. Browse to the graphic image you want to use, select the image file and click Open. Check Send to cloud storage. 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. GruntWorxDrake 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. If you need assistance, you can contact Drake Support by phone, email, or chat. There are two supported authentication code retrieval methods discussed below. DrakePortals provides tax professionals a Drake Tax®-integrated, SecureFilePro. Drake Portal users access the Preparer portal site by logging in to their Drake Portals website (InsertYourSiteName. Open Drake Documents and go to Settings > Clients tab > New Client (s) button. Click the link eSign Information. Yes, SecureFilePro TM now has a mobile app. Sign InSelect File > View; the "EF Selector" dialog opens. 12485: 709 - Move Amount from Schedule A Part I to Part III. 10. Under Email. Click Change Logo. 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. 11. 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. Calculation results and full return view just a click away. Customize emails to customers, including logos, text and footer. Select the radio button Sign online via SecureFilePro. 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. Drake Software’s email is designed to work with your Web-based email, such as Gmail® or Yahoo®, or your desktop email, such as Microsoft® Outlook®. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. You can upload documents directly from Drake Tax to a secure portal and even send and receive messages instantly. 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. under the Guest Exchange and complete the displayed page. 1 month. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. Settings are saved automatically. The upload screen is displayed: Complete all informational fields as needed. ProConnect Tax Online: Best for QuickBooks Online ProAdvisors. Drake Portal Orders Sign up for a SecureFilePro Account 2023-11-09 V5. 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. • The portal provides you with a secure way to exchange confidential. If you are a Drake Software customer, you can access your. 2 months. Create an access code with either the last four of the client’s ID number or. 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. 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. From the Products menu, select Drake Portals. Comparisons. Go to Tools > File Maintenance > Backup. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928Under the Two-Factor Authentication section, choose App. Below are some of the things you can do within the Working Cabinet. 6. Email Footer - Click edit to customize the text that appears at the bottom of all emails sent to clients from Drake Portals. 9500 | Webinars at DrakeSoftware. 14454: State, AMT, and Book Depreciation Amounts Not Updating from Prior Year. com), cloud. . Click Manual code to set up the app with a code. 10671: Drake Tax - Software User's Manual. New 13370: State. Shipping Address * Shipping Address (cont. 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. The Drake User Account website, Support. Use Logo on Emails. See below for steps on deleting backups that are stored in Drake Portals. When using SFP eSign, remember: The SFP eSign process is different than using a Signature Pad to e-sign. com Referral Program - DIY Online Tax Preparation FAQs. 14315: Organizers - New Client Blank Fillable Organizer. “Single sign-on” allows users to sign in to multiple accounts with one set of credentials. 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. New 10888: Contacting Drake Support. Select the menu at the top right and choose Guest Exchange. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. Guest Exchange. The client will: Navigate to your Drake Portals website and locate the Guest Exchange panel: Click Upload. Custom subdomain – <yourbusinessname>. The upload screen is displayed: Complete all informational fields as needed. ) Shipping City * Shipping State *. Modified Date. If you need assistance renewing Drake Tax, please call our Accounting team at (828) 349-5900. Clients and taxpayers that use Drake Portals are. cloud_upload Upload cloud_download DownloadFor information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. If your tabs are limited, your account type may be Preparer instead of Admin inside the Employee setup in Drake Portals (not Setup > Preparers in Drake Tax). Title. 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:. Seamless integration with Drake Tax Software. Pros: Drake is a very affordable tax preparation software that doesn't nickel and dime you for every feature. 1 month. 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. Set Number of Weeks to Keep. com Affiliates (OLF) Title. This desk reference is a. It greatly reduces paper handling and storage needs for paper documents. Follow these instructions to link your copy of Drake Software to your SecureFilePro portal account. From the 2018 reviews of professional tax preparation systems. Actual space requirements will vary based on the number of clients you serve. 98 / 5 stars vs ProSeries Tax which has 152 reviews and a rating of 4. Expand Advanced Settings. Select Options from the drop list. From the Messenger tab of Drake Portals, you can:. From the Products menu, select Drake Portals. While tax clients have always been able to access the web-based client portal from a browser, they can now download the. To offer your customers the ability to sign documents remotely, check out Drake E-Sign – Online. Drake Accounting is a ground-up rebuild of Drake Software's Accounting/Payroll application using the latest in computer technology. Title. 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. 1 month. Guest Exchange. Make sure Manually Sync is. Log in to the Drake Software Support website. Enter your email address and password to sign in. Drake Portal Orders. 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. To change the format of the bank account numbers on Form 8879, complete the following steps: Select the Setup menu from the Home window of the software. Sign up for a SecureFilePro Account. 12511: Drake Software Status Page (Website) 2 months. There are four tabs on the SecureFilePro Guest Exchange window. Choose Create under the Create Batch Drake Portals Clients section at the bottom of the window. 10088: 1040 - K1 Code Data Entry. 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. Drake runs quickly and covers our needs for tax preparation. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. The client will receive a notification email that a bill has been sent. Learn the basics of Drake Software products with these short instructional videos. Drake Portals. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. The Drake Portals Pane displays in the lower right. 15844: Hide Return Notes. You can further increase the. 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. Select the radio button Sign online via Drake Portals TM . SecureFilePro is considered an add-on and is purchased separately from Drake Tax. Custom subdomain – <yourbusinessname>. Browse to the graphic image you want to use, select the image file and click Open. The Report Manager window opens. Notifications. How long is the trial period? The free trial is 14 days from the date you sign up. The developer, Drake Software Mobile, indicated that the app’s privacy practices may include handling of data as described below. 890. A single message is limited to 1000 characters, including spaces. We would love to talk more about how Drake Portals and the SecureFilePro app can streamline tax season for you and your client base. Over the next several months, Drake Software will be transitioning to a single sign-on (SSO) model for accessing Drake websites and applications. 02 Broadcast - Catch our Drake Accounting® Classroom Training! CPE TrainingGuest Exchange. 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. When using SFP eSign, remember: The SFP eSign process is different than using a Signature Pad to e-sign. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money. Providers must login to e-services and navigate to the e-file Application. In addition to sending and receiving files, you can now access the Connect features on the Drake Portals website to do the following: Collect client information through Questionnaire. From the Products menu, select Drake Portals. Automatic data flow from federal return to state and city returns, with override options. About this app. SecureFilePro is considered an add-on and is purchased separately from Drake Tax. cloud_upload Upload cloud_download DownloadWhether you are an office of one or 100, it’s easy to network Drake Software with a dedicated server or peer-to-peer network. The deadline to comply with GDPR was May 25, 2018. Sign up for a SecureFilePro Account. Right-click and select Create New Folder. Pricing options. You can send the customer documents via Drake Portals (SecureFilePro), and the customer can sign them on their mobile device or computer. If they’re not set up, see Related Links below for instructions on client setup. Don’t have an account? Upload or Download files here.