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. 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. Drag and drop file transfer from Drake Portals clients to Drake Documents. Aside from locally installed software, a Drake product requiring an Internet connection also won its category. After downloading the app, the taxpayer will enter the email address that is associated with. Title. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. . Under the From Preparer section, click the Upload icon. Title. Called Heart On My Sleeve, the track simulates. 26 Broadcast - Drake In Depth: Self-Employment and Rental Income - CPE Training New 18312: 2023. 5 GHz or faster multi-core processor (Intel Core i5 or equivalent) RAM. Solid-state (SSD) hard drives can enhance system performance. Drake Portals - SecureFilePro. 6 months. New 16175: Drake Accounting Manual (DAS) New 15170: 1040 - Printing a Bank Check. Search for " SecureFilePro. If they’re not set up, see Related Links below for instructions on client setup. Files you download through your browser are saved to your browser's default location, unless you select another location. 1 month. This will load the client creation window. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. In Drake Accounting, make the client you want to sync to Portals the active client. 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. SecureFilePro is a cloud-based service that allows you to exchange files with your clients securely and conveniently. Fixed Asset Manager : Title: Modified DateOn the Files tab in the Drake Portals pane, select the destination folder. Click the link SecureFilePro eSign Information. 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). Calculation results and full return view just a click away. Popular Tags. Drake Tax: Best value for preparing 30 or fewer individual and business returns. Your site may be accessed anywhere the Internet is available. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. Password. There are two supported authentication code retrieval methods discussed below. At the top, click Create New Exchange. Select the radio button Sign online via SecureFilePro. "Sent From" Email. It also allows for hardware add-ons, such as a barcode scanner or signature pad. . 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. The feature Add Signature Fields to Any Document is available for all Drake Portals customers. Enter your email address and password to sign in. You can also use. drakesoftware. 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. Select a category below or click. All subscriptions to the SecureFilePro™ service are subject to Automated Recurring Billing (ARB), by credit card, for purposes of renewal and continuation of service. Offsite Backup Back up your critical client data files to a secure server using the integrated Drake Portals backup option in Drake Tax. Email Footer - Click edit to customize the text that appears at the bottom of all emails sent to clients from Drake Portals. Enter a memo note, if desired. Drake Portals is a web-based service that lets you create a secure website on the SecureFilePro. SecureFilePro is considered an add-on and is purchased separately from Drake Tax. Select the relevant report such as Client List (All Clients). 15260: Drake Portals - Drake Tax Integration - Connect Functionality. Drake Portals - SecureFilePro. 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) questions of the taxpayer and. SecureFilePro. Custom subdomain – <yourbusinessname>. Click Manual code to set up the app with a code. 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. Drake Software offers various platforms for tax preparation, including Drake on the Desktop, Drake Tax, Drake Accounting, and Drake Documents. com-subdomain website for exchanging tax documents, communicating with clients, collecting signatures and payments, and more. Drake Tax vs MyTAXPrepOffice. Click Upload File (s). The responses also. Flexible storage – Drake Portals comes with 5 GB of file transfer space for all plans. Client – Receiving a File. Access SecureFilePro. Drake E-Sign Online is integrated with Drake Tax and works along with Drake Portals SecureFilePro. Create an access code with either the last four of the client’s ID number or. Yes, starting in January 2023, Drake Portals now supports gathering electronic signatures for any PDF document; not just those created through Drake Tax. Taxpayers can download the mobile app from the Google Play Store and the Apple App Store. Select the radio button Sign online via SecureFilePro. cloud_upload Upload cloud_download DownloadFor information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. Deleting a Batch of Clients:One of the things that Gary attributes to his company’s continuing success is his tax preparation software: “I recommend Drake Tax anytime I get the chance. 95 per month or $99. 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 Software | 800. 06. 1 month. ) Shipping City * Shipping State *. 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) questions of the taxpayer and. Before you first use Guest Exchange, you must turn it on to make it accessible to you and to your clients. Click here for more information. Shortcut keys and macros simplify data entry and reduce keystrokes. Object Moved. Select the menu at the top right and choose Guest Exchange. Click Yes to enable or No to return to the Preparer Setup screen. 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. Every Drake Portals package, including the 14-day free trial, has access to all Drake Portals features (Files, Profile, Checklist, Questionnaires, Signatures, and, Payment). 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. To manually sync records, complete the following: 1. Drake Software offers a comprehensive guide to using its portals service, which allows you to share files securely and efficiently with your clients. Account:How long is the trial period? The free trial is 14 days from the date you sign up. This will load the client creation window. Click the link SecureFilePro eSign Information. 10. Expand Advanced Settings. 26 Broadcast - Drake In Depth: Self-Employment and Rental Income - CPE Training New 18312: 2023. . com; Use custom ; Activation Link Expiration; Under Notifications. 1 week. To access Guest Exchange, click on the icon in the SFP pane of Drake Documents. An email will be sent to verify your identity when you log in from a new device. About this app. Select Rename Folder or Delete Folder from the. Customize emails to customers, including logos, text and footer. Select the radio button Sign online via Drake Portals TM . To rename or delete the folder, select it in the Drake Portals pane and right click. It is web-based and works with most browsers and computers. Drake Portal Orders. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. The Uniform Resource Locators (URLs) of all Web sites from which the Provider collects information from taxpayers, either directly or through third parties, for electronic filing of federal returns. Drake Software requires a third party email account from an online provider to send email to any address other than DrakeSoftware. 15626: EU General Data Protection Regulation Law - Drake Portals and Drake Websites. The "View/Print Tax Return" dialog opens. View the completed return and select the forms that should be included in the PDF for e-signing. Copy files to CD — Copy Drake Documents files directly to a CD. Create, organize and find documents, without ever needing a paper copy. DrakeSoftware. Drake Accounting Drake Portals (SecureFilePro) provides secure file exchange for your practice, so you and your client can exchange tax documents securely and conveniently. Drake Portals (SecureFilePro) is a secure file exchange tool for tax professionals and their clients, as well as a payment solution and a card processing program. Modified Date. 03 / 5 stars. 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. SecureFilePro is a cloud-based service that allows you to exchange files with your clients securely and conveniently. The upload screen is displayed: Complete all informational fields as needed. Pros: Drake is a very affordable tax preparation software that doesn't nickel and dime you for every feature. Drag and drop file transfer from Drake Portals clients to Drake Documents. Client – Receiving a File. Drake Tax. Client – Sending a File. Preparer – Receiving a File. Select Rename Folder or Delete Folder from the. 10139: Schedule D, Form 8949, GruntWorx Trades Import. Drake Software offers various platforms for tax preparation, including Drake on the Desktop, Drake Tax, Drake Accounting, and Drake Documents. Linking Drake & SecureFilePro Follow these instructions to link your copy of Drake Tax to your SecureFilePro portal account. Browse to the graphic image you want to use, select the image file and click Open. com (also known as the Drake Software Support website or Drake Account), was migrated to the new single sign-on process. Technology. Click Print. The software verifies individuals are at least 18 years old prior to uploading signable documents to Drake Portals. Loading; Loading the requested domain. com, Drake Portals (a. More information is available on the Drake Portals page. Javascript mus22t be enabled for the correct page displayDrake Software Blog Team - November 16, 2023. Don’t have an account? Upload or Download files here. And that is where SecureFilePro from Drake Software is a critical technology for accounting and other financial services firms. 11507: Form 843 - Claim for Refund and Request for Abatement. To rename or delete the folder, select it in the Drake Portals pane and right click. 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 they log in to their Drake Portals Account, they click on Payment on the left. 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. Drake Tax; Practice Management; Tax Packages; Hosting Solution; Web-based Solutions. Save the PDF of the return. View the completed return and select the pages that should be included in the eSignature PDF. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928Under the Two-Factor Authentication section, choose App. Click Print. File Download. Loading; Loading the requested domain. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. 12511: Drake Software Status Page (Website) 2 months. There are four tabs on the SecureFilePro Guest Exchange window. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. SecureFileProTM provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. com domain where you and your clients can exchange confidential tax documents safely and conveniently. 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. Backup Online to SecureFilePro. There are lots of video tutorials and an nice set of help. You can also print to a real printer at this step if desired. com; Use custom ; Activation Link Expiration; Under Notifications. It is extremely slow and very difficult for users to use. 6 star 14 reviews 10K+ Downloads Everyone info Install About this app arrow_forward SecureFileProTM provides a secure client file exchange, allowing. Comparisons. Select the radio button Sign online via SecureFilePro. Enter your Drake Portals Username and Password in the Drake Portals Pane, and then click Login. This setting is found in Drake Documents > Setup > SFP Settings > Employees tab. To download a file, open Drake Documents and locate the client in the left tree menu. Clients and taxpayers that use Drake Portals are. Client – Receiving a File. Double-click on the preparer or select the preparer and click Edit Preparer. Select your client and then click on the Messenger tab. If you do not have any eSignature Events available for use, the radio button will be grayed out. com 1 2 Awards 3 Support 4 Tax Solutions 5 GruntWorx 6 Tax Diagnostic Tools 7 Drake Accounting 8 Client Communications 9 SecureFilePro 10Software employs federal and state programmers, administrative Business Tools 11 Drake Hosted 12 Making the Switch 13 Keeping You. . The Drake e-Sign Online process requires the purchase of e-Sign Events. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. See below for steps on deleting backups that are stored in Drake Portals. 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. Linking Drake & SecureFilePro Follow these instructions to link your copy of Drake Tax to your SecureFilePro portal account. 0. 03 Broadcast - SECURE Act 2. Log in to the Drake Software Support website. How 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. ProConnect Tax Online: Best for QuickBooks Online ProAdvisors. Popular Articles : Title: 13325: Return Due Dates and Deadlines. If you are a Drake Software customer, you can access your. . You’ll save money by using less paper and toner, and by cutting the staff time. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. 13187: 706 - Line 1 is Blank. . Use Logo on Emails. Menu. You can easily manage your SecureFilePro employee accounts right inside Drake Documents. Click Manual code to set up the app with a code. On the Guest Exchange window, choose Create Exchange. New 10888: Contacting Drake Support. Store your clients’ documents — Scanned documents and copies of your clients’ returns are stored in electronic folders. Search for " SecureFilePro. drake software & securefilepro 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 Under the From Preparer section, click the Upload icon. 11574: Online Filing (OLF) Help for Taxpayers. 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. Client – Sending a File. Second, sign with eSignature events. 14454: State, AMT, and Book Depreciation Amounts Not Updating from Prior Year. To send a message to your client, first check if they’re set up to use Drake Portals. . Drake Tax cloud backup – You can now also use Drake Portals to back up your Drake Tax files. Set Number of Weeks to Keep. More information is available on the Drake Portals page. Yes, SecureFilePro TM now has a mobile app. Log in to the Drake Software Support website. Other videos from the same category Follow these instructions to link your copy of Drake Tax to your SecureFilePro portal account. . To use SFP eSign: First, purchase eSignature events. Home; Products. Popular Tags. Drake Tax will now allow Form 4562 imports, and the new optional multi-factor authentication can help tax professionals better secure their accounts. From the 2018 reviews of professional tax preparation systems. 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. K1 x129. Enter the New folder name and click OK. Related Links. 10671: Drake Tax - Software User's Manual. Under the Two-Factor Authentication section, choose App. While tax clients have always been able to access the web-based client portal from a browser, they can now download the SecureFilePro. Log in to Drake Portals. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. GruntWorxModified Date. 890. The software scans the clients chosen and then displays the Organizer/Proforma – Print Options window. 15844: Hide Return Notes. If you do not have any eSignature Events available for use, the radio button will be grayed out. Thanks to the suite of products Drake offers – like SecureFilePro™, Drake Documents, and Client Write-Up – we are able to provide the best possible service to our clients. 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. Enter a Name in the Name field. Optional: Password protect. Seamless integration with Drake Tax Software. Check Send to cloud storage. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. With a signature pad, you can let clients use a digital signature quickly on each. ScheduleC x39. The speed you need – Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. 2 years. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. Sign up for a SecureFilePro Account. Right-click and select Create New Folder. Save the PDF of the return. SecureFilePro. On the Guest Exchange window, choose Create Exchange. 5 months. 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. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. 14308: Drake Portals - Making, Storing, Restoring, and Deleting Backups. CONS. 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. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. Choose from App Generation or Text Message Authentication below. You have four ways to send or receive files: Preparer – Sending a File. 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. PROS. Expand Advanced Settings. See why professional preparers vote Drake #1 year after year. Go to Tools > File Maintenance > Backup. Learn the basics of Drake Software products with these short instructional videos. If you do not have any eSignature Events available for use, the radio button will be grayed out. To send a message to your client, first check if they’re set up to use Drake Portals. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928 Under the Two-Factor Authentication section, choose App. From the Products menu, select Drake Portals. drakesoftware. 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. Your site may be accessed anywhere the Internet is available. Object moved to here. SecureFilePro is considered an add-on and is purchased separately from Drake Tax. 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 >. It rapidly grew from a family tax practice into a national brand by providing tax professionals with. Upload from Drake Tax: Whenever you print to Drake Documents with the Drake PDF printer, select the. For more information, see the Drake Portals page and Related. Select Firm Management. The administrator can change this selection by clicking Edit. Browse to the graphic image you want to use, select the image file and click Open. 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. See why professional preparers vote Drake #1 year after year. E-file Password - Manage your Drake e-filing password from within the Drake Support website. Open Drake Documents and go to Settings > Clients tab > New Client (s) button. DrakePortals provides tax professionals a Drake Tax®-integrated, 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. Client – Receiving a File. 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. Javascript must be enabled for the correct page display• The 2013 Drake Software User’s Manual in electronic format. 95 per year, per 25 GB. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money. com Affiliates (OLF) Title. Under Email. Follow the app specific steps to activate the app. Modified Date. How long is the trial period? The free trial is 14 days from the date you sign up. The selected tab’s tree view is presented in the left-hand panel. 2 months. If they’re not set up, see Related Links below for instructions on client setup. 1 year. This video demonstrates portal basics to the end user, including logging in, sharing files, and account settings. Free marketing – Digital and print marketing available to help you grow your business. You can further increase the. SecureFilePro is ideal for users who prefer paperless options, and the LookBack feature lets you view the prior year’s tax return data. When using SFP eSign, remember: The SFP eSign process is different than using a Signature Pad to e-sign. Click Print. 06. Drake also. 2019 Rating – 4. 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. 10671: Drake Tax - Software User's Manual. No SecureFilePro Found Message. Click the eSign button. Click Change Logo. SecureFilePro provides access to the SecureFilePro functions through the four SFP tabs: Files Tab; Connect Tab; Messenger Tab; Signatures Tab; Files Tab. 10671: Drake Tax - Software User's Manual. It greatly reduces paper handling and storage needs for paper documents. 12485: 709 - Move Amount from Schedule A Part I to Part III. . Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928 View the completed return and select the pages that should be included in the eSignature PDF. To do so, follow these steps: Select your username from the Home window of your Drake Portals website. Browse to the graphic image you want to use, select the image file and click Open. 17730: 1040 - K1P Box 20 Code AG. It is web-based and works with most browsers and computers. New 18328: 2023. 10 months. 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. Select the file to be uploaded and click Open. as those in Drake Tax. Bill a client through Payment. 13355: Federal Forms - Drake e-Sign (in-Person or Online) 1 year. Go to Tools > File Maintenance > Backup. Check Send to cloud storage. Click Change Logo. Follow the app specific steps to activate the app. Set Number of Weeks to Keep. 11727: 1040. 9500 Webinars at DrakeSoftware. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. Some features, such as Drake e-Sign Online, are only available for use by Drake Tax customers. 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. 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. Comparisons. The Drake User Account website, Support. View the completed return and select the forms that should be included in the PDF for e-signing. Drake offers desktop, web-based and hosted software types. When using SFP eSign, remember: The SFP eSign process is different than using a Signature Pad to e-sign. While tax clients have always been able to access the web-based client portal from a browser, they can now download the. Review. A copy of the document appears in the client's From Preparer folder. If they’re not set up, see Related Links below for instructions on client setup. Firm Management. 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 >. . Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. 14. Guest Exchange. Guest Exchange. Seamless integration with Drake Tax Software. The Report Manager window opens. Below are some of the things you can do within the Working Cabinet. Drake eSignature is integrated into SFP and allows your 1040 clients to review and sign tax documents on their mobile devices or computers. The app will display a six-digit code. Compliments of Drake Software 828. Enter a Name in the Name field. The following items may prevent signatures from being uploaded or help you troubleshoot taxpayer failed signatures. Additional space is available at $9. Sign up for a SecureFilePro Account. Flexible storage – Drake Portals comes with 5 GB of file transfer space for all plans. ScheduleE x34. 10. com. The APK has been available since December 2022. From the Products menu, select Drake Portals. Choose Create under the Create Batch Drake Portals Clients section at the bottom of the window. Learn how to access, manage,. At the top, click Create New Exchange. Taxpayers can download the mobile app from the Google Play Store and the Apple App Store.