Expand Advanced Settings. . Drake Portals (SecureFilePro TM) Note: This change only affects Drake Portals administrator and preparer accounts. The client will receive a notification email that a bill has been sent. After a taxpayer has set up their password for their Drake Portals account, they have the option to enable Two-Factor Authentication. Modified Date. Select Options from the drop list. (“Drake Software”) Billing and Payment Policy for SecureFilePro™ All payments for SecureFilePro™ services are due before delivery of service. Browse to the graphic image you want to use, select the image file and click Open. CONS. 10671: Drake Tax - Software User's Manual. 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. 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. To use SFP eSign: First, purchase eSignature events. Drake eSignature is integrated into SFP and allows your 1040 clients to review and sign tax documents on their mobile devices or computers. Select Rename Folder or Delete Folder from the. Customize emails to customers, including logos, text and footer. Access SecureFilePro. Browse to the graphic image you want to use, select the image file and click Open. Eventually, all Drake users will have only. 890. 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. Send an email to these Drake Software departments directly, or reach out to us using the contact info at the bottom of your screen. Log in to the Drake Software Support website. Click Change Logo. Comparisons. You can delete an individual client through the Drake Portals website. . If you do not have any eSignature Events available for use, the radio button will be grayed out. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. Date Posted: 12/7/2011 Drake Software Introduces Secure File Pro Franklin, NC (December, 2011) - Drake Software will soon unveil another great product, SecureFilePro – a safe and convenient document exchange program that will allow tax professionals to exchange documents such as tax returns and profit and loss statements with their clients. Enter your email address and password to sign in. 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. Monitor. There are two supported authentication code retrieval methods discussed below. 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 >. The feature Add Signature Fields to Any Document is available for all Drake Portals customers. For example, choose Documents from Preparer. Below are some of the things you can do within the Working Cabinet. com [email protected] speed you need – Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. We would love to talk more about how Drake Portals and the SecureFilePro app can streamline tax season for you and your client base. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. If you need assistance,. Recover PasswordIn order to upload a new file to the Outgoing Files section, follow the steps below: Log into Drake Portals. GruntWorx Drake Software Support - Single Sign On. Integration of Drake Portals into Drake Documents via the Drake Portals (SecureFilePro in Drake19 and prior) pane allows quicker and easier access to Drake Portals clients by:. The Drake Portals Pane displays in the lower right. Follow the app specific steps to activate the app. New 16175: Drake Accounting Manual (DAS) 2 weeks. The upload screen is displayed: Complete all informational fields as needed. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. If you do not have any e-Sign Events available for use, the radio button will be grayed out. Send a file to multiple recipients by entering multiple. Drake also. Drag and drop file transfer from Drake Portals clients to Drake Documents. 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. Enter a memo note, if desired. Drake Portal Orders Sign up for a SecureFilePro Account 2023-11-09 V5. Click Manual code to set up the app with a code. Modified Date. Set file expiration dates and customize default expiration dates. Click Change Logo. Email is a less secure way to send and receive taxpayer information. All subscriptions to the SecureFilePro™ service are subject to Automated Recurring Billing (ARB), by credit card, for purposes of renewal and continuation of service. New 15218: Installing Drake Accounting (DAS) New 16181: TX - Generating Texas Franchise Reports. The last update of the app was on September 28, 2023. Select the Drake PDF Printer from the Select Printer drop list. 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. Quick, informative videos to learn all about Drake Software, including software setup, practice management tools, bank products, e-filing and many more topics. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. There are two supported authentication code retrieval methods discussed below. You can further increase the security of your account by using an authenticator app, such as Google Authenticator. Select the (F8) Edit Printer Settings tab. If they’re not set up, see Related Links below for instructions on client setup. Related Links. This document may be found here. cloud_upload Upload cloud_download DownloadPricing options. under the Guest Exchange and complete the displayed page. 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. Drake Software offers various platforms for tax preparation, including Drake on the Desktop, Drake Tax, Drake Accounting, and Drake Documents. From the 2018 reviews of professional tax preparation systems. Loading; Loading the requested domain. Select Rename Folder or Delete Folder from the. Drake Portals. Send a file to multiple recipients by entering multiple. Don’t have an account? Upload or Download files here. Drake Portals (SecureFilePro TM) Note: This change only affects Drake Portals administrator and preparer accounts. When the free trial period expires, you will have 30 days to upgrade to a paid subscription before your account is terminated. 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). On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Select the radio button Sign online via SecureFilePro. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. If you do not have any eSignature Events available for use, the radio button will be grayed out. If you do not have any eSignature Events available for use, the radio button will be grayed out. Add custom instructions to emails sent to the selected type of client. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928Click 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). 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. Drake Software System Requirements 2019 Created Date: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. Enter a Name in the Name field. To download a file, open Drake Documents and locate the client in the left tree menu. From the Products menu, select Drake Portals. In order to upload a new file to the Outgoing Files section, follow the steps below: Log into Drake Portals. Bill a client through Payment. the option, go to Drake Documents > Setup > SFP Settings > Connect Features tab > check the Sign Forms option. In the last 30 days, the app was downloaded about 470 times. Title. Documents can only be signed via Drake Portals if enough e-Sign Events have been purchased and are available. See why professional preparers vote Drake #1 year after year. Clearing this option applies to all documents you print with the Drake PDF printer. Calculation results and full return view just a click away. 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. In order to upload a new file to the Outgoing Files section, follow the steps below: Log into Drake Portals. On the Guest Exchange window, choose Create Exchange. 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. Click the link SecureFilePro eSign Information. Comparisons. Notifications. the option, go to Drake Documents > Setup > SFP Settings > Connect Features tab > check the Sign Forms option. Direct transfer of images or documents captured on the Drake Portals client’s mobile device. When using SFP eSign, remember: The SFP eSign process is different than using a Signature Pad to e-sign. . 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. . You can easily manage your SecureFilePro employee accounts right inside Drake Documents. Upload. Click the eSign button. View the completed return and select the pages that should be included in the eSignature PDF. Check the pros & cons to see if the pricing plans are worth it. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. Client – Receiving a File. 524. Taxpayer Portal Basics. Send and receive instant messages through Messenger. It's rated 4. Copy files to CD — Copy Drake Documents files directly to a CD. 10523: Shipment Letter for Drake Software Release. 13187: 706 - Line 1 is Blank. 1099R x42. Definition and Software Setup. Pros: Drake is a very affordable tax preparation software that doesn't nickel and dime you for every feature. Double-click on the preparer or select the preparer and click Edit Preparer. Educate Yourself on Tax Law Changes. Javascript must be enabled for the correct page display• The 2013 Drake Software User’s Manual in electronic format. Select the radio button Sign online via SecureFilePro. ". 11507: Form 843 - Claim for Refund and Request for Abatement. Drake Software offers a comprehensive guide to using its portals service, which allows you to share files securely and efficiently with your clients. Aside from locally installed software, a Drake product requiring an Internet connection also won its category. You can also print to a real printer at this step if desired. 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. g. 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 Portals - SecureFilePro. View the completed return and select the forms that should be included in the PDF for e-signing. TaxAct Professional: Best value for preparing unlimited returns. We are always happy to hear from you at (800). GruntWorxDrake Software Support - Single Sign On. 2 months. Price range: The desktop version is between $345 and $1,625. The administrator can change this selection by clicking Edit. At the top, click Create New Exchange. drakesoftware. Drake Accounting® Classroom Training - CPE Training. Set file expiration dates and customize default expiration dates. Send and receive instant messages through Messenger. Don’t have an account? Upload or Download files here. 95 per month or $99. Additional space is available at $9. W2 x103. 10. Email Footer - Click edit to customize the text that appears at the bottom of all emails sent to clients from Drake Portals. 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 app will display a six-digit code. If accessing your Drake Portals client documents via the Drake Portals Pane in Drake Documents, follow these steps:Backup Online to SecureFilePro. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. When they log in to their Drake Portals Account, they click on Payment on the left. Click the link SecureFilePro eSign Information. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. 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. To rename or delete the folder, select it in the Drake Portals pane and right click. You can further increase the. Drake Software offers various platforms for tax preparation, including Drake on the Desktop, Drake Tax, Drake Accounting, and Drake Documents. 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. An email will be sent to verify your identity when you log in from a new device. In the Login Information section of the Preparer Setup, select the checkbox to the right of Enable Multi-Factor Authentication (MFA). Sign up for a SecureFilePro Account. If you are a Drake Software customer, you can access your. 1 month. Lacerte: Best for complex returns, such as consolidations. With the move to a single-sign on model, your entire account is protected with multi-factor authentication by default. Files you download through your browser are saved to your browser's default location, unless you select another location. The developer, Drake Software Mobile, indicated that the app’s privacy practices may include handling of data as described below. 2023-08-14 V5. Cons: The biggest drawback for Drake is the esignature process through Drake Portals. Direct transfer of images or documents captured on the Drake Portals client’s mobile device. Loading; Loading the requested domain. Client – Receiving a File. Click here for more information. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. Drake Portal Orders. Educate Yourself on Tax Law Changes. The speed you need – Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. From the Products menu, select Drake Portals. Log in to the Drake Software Support website. This video demonstrates portal basics to the end user, including logging in, sharing files, and account settings. Click Select to browse for the file (s) to be uploaded. 4 GB or more. About this app. To send a message to your client, first check if they’re set up to use Drake Portals. Drake Accounting is a ground-up rebuild of Drake Software's Accounting/Payroll application using the latest in computer technology. Select your client and then click on the Messenger tab. ProSeries Professional: Best overall professional tax preparation software. Click on your username and then select Guest Exchange. Select Firm Management. Drake Software Support - Single Sign On. 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. A copy of the document appears in the client's From Preparer folder. Hire remote preparers: QuickCloud Hosting can turn Drake Tax into cloud software starting at $25 per user, per month,. At the top, click Create New Exchange. . Log in to the Drake Software Support website. 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. The Report Manager window opens. Manage EFINs - See KB 11426 for details. 02 Broadcast - Catch our Drake Accounting® Classroom Training! CPE TrainingTo give a firm’s employees access to SecureFilePro, create employee accounts. Save the PDF of the return. 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. 9500 | Webinars at DrakeSoftware. To do so, follow these steps: Select your username from the Home window of your Drake Portals website. Custom subdomain – <yourbusinessname>. Definition and Software Setup. 11. Compliments of Drake Software 828. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. Yes, SecureFilePro TM now has a mobile app. E-file Password - Manage your Drake e-filing password from within the Drake Support website. Client – Receiving a File. Many options and can take time to learn navigation. . To a first time user of the software, it can seem extremely complex. 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. You can also use Drake Portals to back up your Drake Tax and Drake Documents files to the cloud. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money. . The client will receive a notification email that a bill has been sent. Backup Online to SecureFilePro. 14454: State, AMT, and Book Depreciation Amounts Not Updating from Prior Year. Drag and drop file transfer from Drake Portals clients to Drake Documents. Type your message in the text field, then click Send. as those in Drake Tax. drakesoftware. To send a message to your client, first check if they’re set up to use Drake Portals. Click the eSign button. 1040. Drake Portal Orders. If they’re not set up, see Related Links below for instructions on client setup. 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. Compliments of Drake Software 828. 15260: Drake Portals - Drake Tax Integration - Connect Functionality. 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. "This app is only designed for taxpayers to login and use; not for the firm or tax preparers. Yes, starting in January 2023, Drake Portals now supports gathering electronic signatures for any PDF document; not just those created through Drake Tax. 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. 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. Called Heart On My Sleeve, the track simulates. 7. The upload screen is displayed: Complete all informational fields as needed. From the selection window, choose the files you wish to download together in a batch and select Download. K1 Entries. Learn how to access, manage, and customize your portals account, as well as troubleshoot common issues and questions. 890. 10088: 1040 - K1 Code Data Entry. Click Select to browse for the file (s) to be uploaded. Select your client and then click on the Messenger tab. In the last 30 days, the app was downloaded about 470 times. Hard drive. From this section, the taxpayer will click on Pay and. Drake Portal Orders. Select the radio button Sign online via SecureFilePro. Log in to Drake Portals. Browse to the graphic image you want to use, select the image file and click Open. Don’t have an account? Upload or Download files here. 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. The last update of the app was on September 28, 2023. Drag and drop file transfer from Drake Portals clients to Drake Documents. k. More information is available on the Drake Portals page. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. If your account is terminated for failing to upgrade to a paid subscription, the subdomain you chose will be recycled. Title. The upload screen is displayed: Complete all informational fields as needed. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. Enter the New folder name and click OK. When using Drake e-Sign Online, remember: The Drake e-Sign Online process is different than using a Signature Pad to e-Sign documents in your office. In Drake Accounting, make the client you want to sync to Portals the active client. Right-click and select Create New Folder. Optional: Password protect. From the Products menu, select Drake Portals. 1 month. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. Sales: (800) 890-9500 Sign In. To access Guest Exchange, click on the icon in the SFP pane of Drake Documents. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. com Referral Program - DIY Online Tax Preparation FAQs. 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. Select your client and then click on the Messenger tab. New 18323: Multi-Site Account Maintenance. . Follow the app specific steps to activate the app. internet access (e. Click “Add/Delete URL” and proceed as instructed. View the completed return and select the pages that should be included in the eSignature PDF. Under the Two-Factor Authentication section, choose App. Documents can only be signed via Drake Portals if enough e-Sign Events have been purchased and are available. 14315: Organizers - New Client Blank Fillable Organizer. 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. No SecureFilePro Found Message. 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. com Affiliates (OLF) Title. Drake Tax. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. ). Settings are saved automatically. 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. 98 / 5 stars vs TurboTax Business which has 240 reviews and a rating of 4. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. 4. If they’re not set up, see Related Links below for instructions on client setup. Yes, SecureFilePro TM now has a mobile app. Other videos from the same category Follow these. Second, sign with eSignature events. Optional: Password protect. Serial Numbers - Access your current and prior. com (also known as the Drake Software Support website or Drake Account), was migrated to the new single sign-on process. Select the menu at the top right and choose Guest Exchange. 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. Drake Portal users access the Preparer portal site by logging in to their Drake Portals website (InsertYourSiteName. Go to Firm > Portal Setup. " "If there is a problem that arises they fix it asap. 17694: Schedule K1 - Box 21 (Drake21) 2 months. 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. a. 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. View the completed return and select the forms that should be included in the PDF for e-signing. 5 years. Free marketing – Digital and print marketing available to help you grow your business. 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. If you do not have any eSignature Events available for use, the radio button will be grayed out. 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. Client – Sending a File. com. 6. If you email documents to your clients, Drake Software recommends you password-protect the documents. Email. The Drake Portals Pane displays in the lower right.