securefilepro drake software. 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. securefilepro drake software

 
 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 copysecurefilepro drake software  More information is available on the Drake Portals page

SFP provides the secure transfer of files and information between you and your clients including: Drag and drop file transfer from Drake Documents to clientsEmail Footer - Click edit to customize the text that appears at the bottom of all emails sent to clients from Drake Portals. This setting is found in Drake Documents > Setup > SFP Settings > Employees tab. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Click Submit. com Referral Program - DIY Online Tax Preparation FAQs. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. Drake Software offers various platforms for tax preparation, including Drake on the Desktop, Drake Tax, Drake Accounting, and Drake Documents. 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. From the Products menu, select Drake Portals. If you are a Drake Software customer, you can access your. An email will be sent to verify your identity when you log in from a new device. Click the eSign button. The client will receive a notification email that a bill has been sent. 0. From the Products menu, select Drake Portals. Drake's cloud software also offers high levels of security and quick deployment since it is deployed over the internet. There are four tabs on the Drake Portals - SecureFilePro™ Guest Exchange. 2 months. Drake runs quickly and covers our needs for tax preparation. 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. An email will be sent to verify your identity when you log in from a new device. 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. Select a category below or click. Click Add to upload additional files (optional). We are always happy to hear from you at (800). 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:. Automatic data flow from federal return to state and city returns, with override options. The speed you need – Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. Under Email. Clear the option to Launch Adobe after creating a ‘Drake PDF’. Account:After a taxpayer has set up their password for their Drake Portals account, they have the option to enable Two-Factor Authentication. New 18313: 2023. Sign up for a SecureFilePro Account. Backup Online to SecureFilePro. Click the link SecureFilePro eSign Information. Direct transfer of images or documents captured on the Drake Portals client’s mobile device. The following items may prevent signatures from being uploaded or help you troubleshoot taxpayer failed signatures. 95 per year, per 25 GB. In Drake Tax, the option is available in the Backup and Restore dialog box. ScheduleE x34. 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. Send an email to these Drake Software departments directly, or reach out to us using the contact info at the bottom of your screen. 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. It greatly reduces paper handling and storage needs for paper documents. Select the radio button Sign online via SecureFilePro. 1 month. To use SFP eSign: First, purchase eSignature events. On the New Exchange window, complete the. SecureFilePro. The speed you need – Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. 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. 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. A phone app is available for taxpayers to use as well. 11574: Online Filing (OLF) Help for Taxpayers. Drake Portal Orders. 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. Go to Tools > File Maintenance > Backup. It rapidly grew from a family tax practice into a national brand by providing tax professionals with. Custom subdomain – <yourbusinessname>. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. 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 software scans the clients chosen and then displays the Organizer/Proforma – Print Options window. 98 / 5 stars vs ProSeries Tax which has 152 reviews and a rating of 4. Some features, such as Drake e-Sign Online, are only available for use by Drake Tax customers. When the free trial period expires, you will have 30 days to upgrade to a paid subscription before your account is terminated. Technology. Under Email. Guest Exchange. To rename or delete the folder, select it in the Drake Portals pane and right click. 11. ScheduleA. About this app. 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. 12109: Enterprise Office Manager (EOM) 2 years. Drake Documents is part of Drake Tax, and is well suited for small to mid-sized accounting firms that currently use other Drake Software. 14. 9500 Webinars at DrakeSoftware. Title. Drake offers desktop, web-based and hosted software types. Calculation results and full return view just a click away. You can view and change these settings though the Drake Tax integration (continue below) or in the Drake Portals website (see Related Links). From the Form 8879 bank account options drop list at the bottom left select the option you need. In the last 30 days, the app was downloaded about 470 times. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928Ryan Norton Friday, October 07, 2022. Right-click and select Create New Folder. W2 x103. For steps on deleting clients through Drake Tax, see Related Links below. Client – Sending a File. Direct transfer of images or documents captured on the Drake Portals client’s mobile device. Try it for free or choose from different plans and pricing options. In the New Exchange window, enter the following items: Recipient (s) Email Address. Select the radio button Sign online via SecureFilePro. Related Links. 15844: Hide Return Notes. Object Moved. 1 month. Included in Drake Portals. Click Change Logo. New 18328: 2023. 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. . Having a convenient list of commonly accessed tax information can make it easier to weather the hectic pace of filing season. Expand Advanced Settings. Select your client and then click on the Messenger tab. Access all your Drake products and services with one login. 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. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. 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. com MACRS Recovery PeriodHow 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. 1 month. CONS. 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. Under the Actions column, click the icon and choose Delete Client. Comparisons. 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. Click the Bill button to send the bill amount to the taxpayer. Download SecureFilePro and enjoy it on your iPhone, iPad and iPod touch. Quick, informative videos to learn all about Drake Software, including software setup, practice management tools, bank products, e-filing and many more topics. Drake Portals (SecureFilePro TM) Note: This change only affects Drake Portals administrator and preparer accounts. Save the PDF of the return. Javascript must be enabled for the correct page displayLoading; Loading the requested domain. Search for " SecureFilePro. More information is available on the Drake Portals page. Comparisons. Clients and taxpayers that use Drake Portals are. Taxpayer Portal Basics. If they’re not set up, see Related Links below for instructions on client setup. 1 month. Choose to send the documents to your printer, save to Drake Documents (previously DDM), upload to Drake Portals (SecureFilePro in Drake19 and prior), and/or generate fillable PDFs. Drake Software is an all-in-one professional tax software that gives tax professionals and accountants the tools they need to prepare personal, business, state and federal tax returns. See Related Links below for details. Create, organize and find documents, without ever needing a paper copy. Every Drake Portals package, including the 14-day free. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Don’t have an account? Upload or Download files here. 10088: 1040 - K1 Code Data Entry. Enter a memo note, if desired. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. Password protect — Protect your clients’ documents. This will load the client creation window. Direct Deposit Information - Update direct deposit info for your add-on fees and Bank Rewards (if you partner with a bank product provider). 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. . Enter your Drake Portals Username and Password in the Drake Portals Pane, and then click Login. Monitor. 95 per year, per 25 GB. This video demonstrates portal basics to the end user, including logging in, sharing files, and account settings. com Affiliates (OLF) Title. Drake Tax offers two platforms: A desktop version and a web-hosted version called Drake Tax in the Cloud. SecureFileProTM provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. The upload screen is displayed: Complete all informational fields as needed. Drake Enterprises, Ltd. SFP clients can send SecureFilePro domain name change requests from Drake Portals Settings in Drake Documents. Pros: Drake is a very affordable tax preparation software that doesn't nickel and dime you for every feature. Select the file to be uploaded and click Open. 2 months. The feature Add Signature Fields to Any Document is available for all Drake Portals customers. View the completed return and select the pages that should be included in the eSignature PDF. Expand Advanced Settings. Technology. 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. Educate Yourself on Tax Law Changes. The Drake Portals Guest Exchange allows you to securely share files with anyone who does not have a Drake Portals account. Calculation results and full return view just a click away. Choose Create under the Create Batch Drake Portals Clients section at the bottom of the window. All files are stored as a PDF, so users must print to the included. The Report Manager window opens. The last update of the app was on September 28, 2023. Double-click on the preparer or select the preparer and click Edit Preparer. Javascript must be enabled for the correct page displayThis Service Agreement (the “Agreement”) is a binding agreement between you (“Customer” or “you”) and Drake Software, LLC (“Drake”), and governs your use of Drake Portals and any other services or features you purchase or made available to you through Drake Portals, including Drake E-Sign Online (collectively, the “Service”). Drake Tax has 89 reviews and a rating of 3. Files you download through your browser are saved to your browser's default location, unless you select another location. Select the radio button Sign online via SecureFilePro. Browse to the graphic image you want to use, select the image file and click Open. More information is available on the Drake Portals page. Don’t have an account? Upload or Download files here. The preparer's e-signature is not applied via this process; it is only designed to gather the taxpayers' electronic signatures. 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. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. 17624: Preparing for the Individual DeadlineSecureFilePro is a business app developed by Drake Software. 10671: Drake Tax - Software User's Manual. This desk reference is a. Select return (s) to view and click View. 890. Custom subdomain – <yourbusinessname>. 98 / 5 stars vs ProSeries Tax which has 152 reviews and a rating of 4. And that is where SecureFilePro from Drake Software is a critical technology for accounting and other financial services firms. drakezero. 11. Right-click and select Create New Folder. Drake Portal Orders Sign up for a SecureFilePro Account 2023-11-09 V5. You can also use. 2. Click Change Logo. SecureFilePro. Modified Date. " This. There are two supported authentication code retrieval methods discussed below. 10. Create an access code with either the last four of the client’s ID number or. . 98 / 5 stars vs MyTAXPrepOffice which has 103 reviews and a rating of 4. Drake Portals is a web-based service that lets you create a secure website on the SecureFilePro. Click Change Logo. On the Home page, expand the Clients section. Send and receive instant messages through Messenger. Seamless integration with Drake Tax Software. Click Manual code to set up the app with a code. It is extremely slow and very difficult for users to use. View the status of e-Sign Events through Signatures. To send a message to your client, first check if they’re set up to use Drake Portals. Title: Classroom Training CPE Author: Drake Software Created Date:Thu Nov 16 2023 - 4:35:12 PM4. Yes, SecureFilePro TM now has a mobile app. Email. Enter your email address and password to sign in. 11507: Form 843 - Claim for Refund and Request for Abatement. Send and receive instant messages through Messenger. View the status of e-Sign Events through Signatures. Add custom instructions to emails sent to the selected type of client. The Drake Portals Pane displays in the lower right. Modified Date. Pricing options. Modified Date. 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. 11507: Form 843 - Claim for Refund and Request for Abatement. There are two supported authentication code retrieval methods discussed below. Free with Drake Tax, Drake Documents is an electronic filing cabinet for client tax documents, records and returns. You have four ways to send or receive files: Preparer – Sending a File. There are lots of video tutorials and an nice set of help. Drake eSignature is integrated into SFP and allows your 1040 clients to review and sign tax documents on their mobile devices or computers. When they log in to their Drake Portals Account, they click on Payment on the left. Called Heart On My Sleeve, the track simulates. Open Drake Documents and go to Settings > Clients tab > New Client (s) button. "Sent From" Email. Set file expiration dates and customize default expiration dates. 13 Broadcast - NEW! Drake Accounting® Classroom. 2019 Rating – 4. Modified Date. From the Products menu, select Drake Portals. Client – Receiving a File. Additional space is available at $9. 10088: 1040 - K1 Code Data Entry. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. Drake Accounting® Classroom Training - CPE Training. com-subdomain website for exchanging tax documents, communicating with clients, collecting signatures and payments, and more. Among other things, the law can apply to non-EU companies who. 16562: Drake Portals - Firm/Preparer Multi-Factor Authentication (MFA) 1 year. 03 Broadcast - SECURE Act 2. 14 Are you a current Drake Software customer? Sign in to my account I'm not a current Drake customerConnecting Read reviews, compare customer ratings, see screenshots, and learn more about SecureFilePro. 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. The Drake e-Sign Online process requires the purchase of e-Sign Events. The Report Manager window opens. We would love to talk more about how Drake Portals and the SecureFilePro app can streamline tax season for you and your client base. PROS. Browse to the graphic image you want to use, select the image file and click Open. 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. Client – Receiving a File. 8020 > DrakeSoftware. Drake Portals. View the completed return and select the forms that should be included in the PDF for e-signing. You can view and change these settings though the Drake Tax integration (continue below) or in the Drake Portals website (see Related Links). 2 months: 15028: Organizers - Custom PagesLoading; Loading the requested domain. . Drake allows users to store documents of any kind. For example, choose Documents from Preparer. 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). File Download. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-99282017 Rating – 4. Under the Two-Factor Authentication section, choose App. 14454: State, AMT, and Book Depreciation Amounts Not Updating from Prior Year. Select the relevant report such as Client List (All Clients). 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. All subscriptions to the SecureFilePro™ service are subject to Automated Recurring Billing (ARB), by credit card, for purposes of renewal and continuation of service. Aside from locally installed software, a Drake product requiring an Internet connection also won its category. 1 month. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. 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. On the Home window of Drake, select Setup > Printing > Printer Setup. 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 last update of the app was on September 28, 2023. Follow the app specific steps to activate the app. Enter your email address and password to sign in. In Drake Tax, the option is available in the Backup and Restore dialog box. 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. 8020 > DrakeSoftware. Click the eSign button. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. g. 18 Broadcast - Annual Filing Season Program, Earn Your Record of Completion for 2024. 14. You have four ways to send or receive files: Preparer – Sending a File. 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. A song that uses Artificial Intelligence to clone the voices of Drake and The Weeknd has gone viral on social media. From the Products menu, select Drake Portals. 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. DrakeEducation. Click here for more information. This 2023 Drake tax software review looks at the features that make up this accounting software. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. com; Seamless integration with Drake Tax Software; Set file expiration dates and customize default expiration dates; Customize emails to customers, including logos, text and footer; Guests can send and receive files without going through a portalVideos. Documents for a selected client display on the upper right, in the Documents Pane. DrakePortals provides tax professionals a Drake Tax®-integrated, SecureFilePro. Log in to the Drake Software Support website. 1 year. Firm Management. The preparer's e-signature is not applied via this process; it is only designed to gather the taxpayers' electronic signatures. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. . Eventually, all Drake users will have only. SecureFilePro provides secure, off-site document storage and file transfer, so customers can remotely send, receive, and sign important. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. 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. We invite Drake Portals (SecureFilePro) customers to share this video with taxpayers to promote secure communications with taxpayers. Type your message in the text field, then click Send. Drake Software | 800. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Shipping Address * Shipping Address (cont. Drake's secure cloud-hosted environment is the best option for independent tax preparers and small tax firms since it gives access to ready-made services and software. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928New 18328: 2023. 8. A single message is limited to 1000 characters, including spaces. Drake Portals is a web-based service that lets you create a secure website on the SecureFilePro. Click the eSign button. 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. com [email protected] the Drake Portals website, follow these steps: Click on your username and choose Account Settings. It's currently not in the top ranks. It is web-based and works with most browsers and computers. Select the (F8) Edit Printer Settings tab. • The portal provides you with a secure way to exchange confidential. 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. Modified Date. It is web-based and works with most browsers and computers. A single message is limited to 1000 characters, including spaces. Drag and drop file transfer from Drake Portals clients to Drake Documents. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. 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. 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. 11. You can send the customer documents via Drake Portals (SecureFilePro), and the customer can sign them on their mobile device or computer. New 18320: 2023. Select the relevant report such as Client List (All Clients). 1 month. Don’t have an account? Upload or Download files here. 2 months. Select Rename Folder or Delete Folder from the. More information is available on the Drake Portals page. Enter the New folder name and click OK. If you do not have any e-Sign Events available for use, the radio button will be grayed out. " "If there is a problem that arises they fix it asap.