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). 17694: Schedule K1 - Box 21 (Drake21) 2 months. More information is available on the Drake Portals page. Technology. To rename or delete the folder, select it in the Drake Portals pane and right click. The free trial is 14 days from the date you sign up. Click Add to upload additional files (optional). 5 months. com subdomain: <yourbusinessname>. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. Drake Tax cloud backup – You can now also use Drake Portals to back up your Drake Tax files. 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. 1 month. 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. A single message is limited to 1000 characters, including spaces. SecureFilePro Drake Software 3. Compliments of Drake Software 828. New 10888: Contacting Drake Support. This will load the client creation window. For steps on deleting clients through Drake Tax, see Related Links below. 06. Upload from Drake Tax: Whenever you print to Drake Documents with the Drake PDF printer, select the. Bill a client through Payment. For example, choose Documents from Preparer. Direct transfer of images or documents captured on the Drake Portals client’s mobile device. No SecureFilePro Found Message. Create an access code with either the last four of the client’s ID number or. Read reviews, compare customer ratings, see screenshots and learn more about SecureFilePro. Try it for free or choose from different plans and pricing options. 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. Linking Drake & SecureFilePro Follow these instructions to link your copy of Drake Tax to your SecureFilePro portal account. New 18313: 2023. under the Guest Exchange and complete the displayed page. (“Drake Software”) Billing and Payment Policy for SecureFilePro™ All payments for SecureFilePro™ services are due before delivery of service. 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. Drake Portals (SecureFilePro TM) Note: This change only affects Drake Portals administrator and preparer accounts. The last update of the app was on September 28, 2023. 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. You can also print to a real printer at this step if desired. 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. New 10983: Installing Drake Tax New 18321: 2023. This will load the client creation window. Definition and Software Setup. Click Print. Password protect — Protect your clients’ documents. Click Change Logo. While Drake Portals is integrated with Drake Software as well as the Drake Documents, documents produced by other software. com), cloud. 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. 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:. The following items may prevent signatures from being uploaded or help you troubleshoot taxpayer failed signatures. 12109: Enterprise Office Manager (EOM) 2 years. Access all your Drake products and services with one login. W2 x103. If they’re not set up, see Related Links below for instructions on client setup. Expand Advanced Settings. Included in Drake Portals. Under Email. Select the menu at the top right and choose Guest Exchange. 11. 10671: Drake Tax - Software User's Manual. 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 upload screen is displayed: Complete all informational fields as needed. You can view and change these settings though the Drake Tax integration (continue below) or in the Drake Portals website (see Related Links). "Drake's securefilepro is a disaster. Select settings: Verify the time. Automatic data flow from federal return to state and city returns, with override options. 5 GHz or faster multi-core processor (Intel Core i5 or equivalent) RAM. The preparer's e-signature is not applied via this process; it is only designed to gather the taxpayers' electronic signatures. Click Configure Automatic Backups. 1040. Save the PDF of the return. 1 month. New 13370: State. 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. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. 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. The client will: Navigate to your Drake Portals website and locate the Guest Exchange panel: Click Upload. 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. 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. 26 Broadcast - Drake In Depth: Self-Employment and Rental Income - CPE Training New 18312: 2023. Don’t have an account? Upload or Download files here. More information is available on the Drake Portals page. The feature Add Signature Fields to Any Document is available for all Drake Portals customers. Drag and drop file transfer from Drake Portals clients to Drake Documents. Modified Date. com; Use custom ; Activation Link Expiration; Under Notifications. Shortcut keys and macros simplify data entry and reduce keystrokes. com domain where you and your clients can exchange confidential tax documents safely and conveniently. 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. Browse to the graphic image you want to use, select the image file and click Open. Create an access code with either the last four of the client’s ID number or. drakesoftware. Optional: Password protect. New 18313: 2023. You can send the customer documents via Drake Portals (SecureFilePro), and the customer can sign them on their mobile device or computer. 1099R x42. Log in to the Drake Software Support website. ) Shipping City * Shipping State *. You can further increase the security of your account by using an authenticator app, such as Google Authenticator. Enter your email address and password to sign in. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. 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 >. See below for steps on deleting backups that are stored in Drake Portals. 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). Custom subdomain – <yourbusinessname>. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. 15626: EU General Data Protection Regulation Law - Drake Portals and Drake Websites. Called Heart On My Sleeve, the track simulates. Loading; Loading the requested domain. On the Connect tab, enter the bill amount. Virtual Currency response field removed when importing Client Profile. We are always happy to hear from you at (800). Modified Date. Client – Sending a File. You have four ways to send or receive files: Preparer – Sending a File. It is web-based and works with most browsers and computers. Sign up for a SecureFilePro Account. 5 years. Enter a Name in the Name field. Click the link SecureFilePro eSign Information. View the completed return and select the pages that should be included in the eSignature PDF. Drake Portal users access the Preparer portal site by logging in to their Drake Portals website (InsertYourSiteName. The preparer's e-signature is not applied via this process; it is only designed to gather the taxpayers' electronic signatures. Client – Receiving a File. 95 per year, per 25 GB. View the completed return and select the forms that should be included in the PDF for e-signing. . Drag and drop file transfer from Drake Portals clients to Drake Documents. . On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. ScheduleA. The client will: Navigate to your Drake Portals website and locate the Guest Exchange panel: Click Upload. The preparer's e-signature is not applied via this process; it is only designed to gather the taxpayers' electronic signatures. 1 month. 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. SecureFileProTM provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. 10671: Drake Tax - Software User's Manual. Go to Tools > File Maintenance > Backup. Second, sign with eSignature events. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. Expand Advanced Settings. Download SecureFilePro and enjoy it on your iPhone, iPad and iPod touch. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. 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. About this app. Direct transfer of images or documents captured on the Drake Portals client’s mobile device. Pros: Drake is a very affordable tax preparation software that doesn't nickel and dime you for every feature. In the Login Information section of the Preparer Setup, select the checkbox to the right of Enable Multi-Factor Authentication (MFA). Drake Software requires a third party email account from an online provider to send email to any address other than DrakeSoftware. From the Products menu, select Drake Portals. Software Purchase Assistance – Purchase Drake Tax with $0 up-front. SecureFilePro provides secure, off-site document storage and file transfer, so customers can remotely send, receive, and sign important. On the Guest Exchange window, choose Create Exchange. 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. cloud_upload Upload cloud_download DownloadFor information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. a. To do so, follow these steps: Select your username from the Home window of your Drake Portals website. 13187: 706 - Line 1 is Blank. You can further increase the security of your account by using an authenticator app, such as Google Authenticator. 11. 98 / 5 stars vs ProSeries Tax which has 152 reviews and a rating of 4. Enter your Drake Portals Username and Password in the Drake Portals Pane, and then click Login. Drake Tax has 89 reviews and a rating of 3. GruntWorx Drake Software Support - Single Sign On. Upon completion of this webcast you will be able to: • Understand the benefits of using Drake Documents and SecureFilePro to streamline and secure workflowThe feature Add Signature Fields to Any Document is available for all Drake Portals customers. 10523: Shipment Letter for Drake Software Release. Create, organize and find documents, without ever needing a paper copy. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. See Related Links below for details. From this section, the taxpayer will click on Pay and. Click Manual code to set up the app with a code. Modified Date. 10. If you do not have any eSignature Events available for use, the radio button will be grayed out. An email will be sent to verify your identity when you log in from a new device. Select the radio button Sign online via SecureFilePro. This setting is found in Drake Documents > Setup > SFP Settings > Employees tab. After downloading the app, the taxpayer will enter the email address that is associated with. . 7 months. Choose Create under the Create Batch Drake Portals Clients section at the bottom of the window. Drake Portals - SecureFilePro. Email. Serial Numbers - Access your current and prior. Drake E-Sign Online is integrated with Drake Tax and works along with Drake Portals SecureFilePro. From the 2018 reviews of professional tax preparation systems. It's currently not in the top ranks. If you need assistance renewing Drake Tax, please call our Accounting team at (828) 349-5900. Once the two-factor authentication has been enabled, the taxpayer. 2 months. Additional space is available at $9. All documents in SecureFilePro are exchanged in PDF to prevent unauthorized changes on any document that is shared. Log in to Drake Portals. Click the Bill button to send the bill amount to the taxpayer. Loading; Loading the requested domain. 03 / 5 stars. 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. 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. Drake eSignature is integrated into SFP and allows your 1040 clients to review and sign tax documents on their mobile devices or computers. Click the eSign button. This video demonstrates portal basics to the end user, including logging in, sharing files, and account settings. Select the relevant report such as Client List (All Clients). 11340: 706 - Estate Tax Returns FAQs. 1 month. You can easily manage your SecureFilePro employee accounts right inside Drake Documents. All files are stored as a PDF, so users must print to the included. Drake Tax vs MyTAXPrepOffice. 11. 13355: Federal Forms - Drake e-Sign (in-Person or Online) 1 year. 2 months. Click on your username and then select Guest Exchange. Click on your username and then select Guest Exchange. . Linking Drake & SecureFilePro Follow these instructions to link your copy of Drake Tax to your SecureFilePro portal account. 11592: 1120S - M-2 versus Retained Earnings. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Automatic data flow from federal return to state and city returns, with override options. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. From the Form 8879 bank account options drop list at the bottom left select the option you need. VDOMDHTMLe>Document Moved. Optional: Password protect. . Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928Under the Two-Factor Authentication section, choose App. The responses also. Drake Tax has 89 reviews and a rating of 3. You can upload documents directly from Drake Tax to a secure portal and even send and receive messages instantly. Fixed Asset Manager : Title: Modified DateOn the Files tab in the Drake Portals pane, select the destination folder. SecureFilePro is considered an add-on and is purchased separately from Drake Tax. Title. Click Update. 11. In order to upload a new file to the Outgoing Files section, follow the steps below: Log into Drake Portals. 4 GB or more. Type your message in the text field, then click Send. 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:. 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. 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. Taxpayers can download the mobile app from the Google Play Store and the Apple App Store. All users must purchase e-sign events in order to sign online. New 15218: Installing Drake Accounting (DAS) New 16181: TX - Generating Texas Franchise Reports. If you need assistance, you can contact Drake Support by phone, email, or chat. 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”). This is also the form in the viewing panel. com (also known as the Drake Software Support website or Drake Account), was migrated to the new single sign-on process. Monitor. Included in Drake Portals. Drake Tax. Direct transfer of images or documents captured on the Drake Portals client’s mobile device. Loading; Loading the requested domain. Select your client and then click on the Messenger tab. View the status of e-Sign Events through Signatures. 11727: 1040. 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. Drake Portals is a web-based service that lets you create a secure website on the SecureFilePro. Right-click and select Create New Folder. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. Modified Date. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. Over the next several months, Drake Software will be transitioning to a single sign-on (SSO) model for accessing Drake websites and applications. 1 year. Click Change Logo. Don’t have an account? Upload or Download files here. Username. For more information, see the developer’s. In the New Exchange window, enter the following items: Recipient (s) Email Address. 11507: Form 843 - Claim for Refund and Request for Abatement. 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. The speed you need – Drake Tax helps you do everything quicker, and speeds you through every step of preparing a 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. com-subdomain website for exchanging tax documents, communicating with clients, collecting signatures and payments, and more. Search for " SecureFilePro. 11727: 1040. 16381: Drake Portals - Employee and Client Settings. Our. When the free trial period expires, you will have 30 days to upgrade to a paid subscription before your account is terminated. To access Guest Exchange, click on the icon in the SFP pane of Drake Documents. Cons: The biggest drawback for Drake is the esignature process through Drake Portals. Drake Tax will now allow Form 4562 imports, and the new optional multi-factor authentication can help tax professionals better secure their accounts. View the completed return and select the pages that should be included in the eSignature PDF. The setup window opens: Click Enable Automatic Backup. Free marketing – Digital and print marketing available to help you grow your business. It's currently not in the top ranks. Guest Exchange. Popular Tags. 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. In use by hundreds of Drake Software customers, SecureFilePro offers a more secure way to send files to clients (tax return and other documents)and receive files from clients (W2, Organizer, etc. 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. 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. Guests can send and receive files without going through a portal. 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. You have four ways to send or receive files: Preparer – Sending a File. To send a message to your client, first check if they’re set up to use Drake Portals. New 18325: Save or Save and Apply All Button Grayed Out (DAS) New 18324: 2023. Lacerte: Best for complex returns, such as consolidations. 17694: Schedule K1 - Box 21 (Drake21) 2 months. . Password Recovery. 12485: 709 - Move Amount from Schedule A Part I to Part III. 98 / 5 stars vs ProSeries Tax which has 152 reviews and a rating of 4. Select Rename Folder or Delete Folder from the. ). Choose the client type from the drop list and then click Edit. This will load the client creation window. 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. 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. 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. 14454: State, AMT, and Book Depreciation Amounts Not Updating from Prior Year. 1 month. PROS. 02 Broadcast - Catch our Drake Accounting® Classroom Training! CPE TrainingTo give a firm’s employees access to SecureFilePro, create employee accounts. Many options and can take time to learn navigation. 1 month. The Drake Portals Guest Exchange allows you to securely share files with anyone who does not have a Drake Portals account. 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. SecureFilePro provides access to the SecureFilePro functions through the four SFP tabs: Files Tab; Connect Tab; Messenger Tab; Signatures Tab; Files Tab. 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. CONS. You can also use. 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. Drake Portal Orders. Click Change Logo. Click Manual code to set up the app with a code. With a signature pad, you can let clients use a digital signature quickly on each. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. 0: NEW Live Webinar with DrakeCPE New 15719: Email Setup - Google Two-Step Verification and App PasswordDrake Portal Orders. All subscriptions to the SecureFilePro™ service are subject to Automated Recurring Billing (ARB), by credit card, for purposes of renewal and continuation of service. 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). Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. 06. Log in to the Drake Software Support website. 1 month. Related Links. Customize emails to customers, including logos, text and footer. Right-click and select Create New Folder. Upload from Drake Tax: Whenever you print to Drake Documents with the Drake PDF printer, select the. 15844: Hide Return Notes. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. The app will display a six-digit code. Menu. Credit & Debit Card Processing – Give clients more payment options. 9500 | Webinars at DrakeSoftware. Videos. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. 95 per year, per 25 GB. cloud_upload Upload cloud_download DownloadFor information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. Send a file to multiple recipients by entering multiple. 26 Broadcast - Drake In Depth: Self-Employment and Rental Income - CPE Training New 18312: 2023. 11507: Form 843 - Claim for Refund and Request for Abatement. 16562: Drake Portals - Firm/Preparer Multi-Factor Authentication (MFA) 1 year. From the Products menu, select Drake Portals. 18 Broadcast - Annual Filing Season Program, Earn Your Record of Completion for 2024. Custom subdomain – <yourbusinessname>. This 2023 Drake tax software review looks at the features that make up this accounting software. Firm Management. com Referral Program - DIY Online Tax Preparation FAQs. 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. 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. SecureFilePro is a cloud-based service that allows you to exchange files with your clients securely and conveniently.