Flexible storage – Drake Portals comes with 5 GB of file transfer space for all plans. 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. Under the Two-Factor Authentication section, choose App. Click the Bill button to send the bill amount to the taxpayer. If your account is terminated for failing to upgrade to a paid subscription, the subdomain you chose will be recycled. An email will be sent to verify your identity when you log in from a new device. 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. 12511: Drake Software Status Page (Website) 2 months. Compliments of Drake Software 828. Backup Online to SecureFilePro. Enter a Name in the Name field. . Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. In Drake Tax, the option is available in the Backup and Restore dialog box. A song that uses Artificial Intelligence to clone the voices of Drake and The Weeknd has gone viral on social media. Under the From Preparer section, click the Upload icon. Select your client and then click on the Messenger tab. Drake Portals - SecureFilePro. Drake Portal users access the Preparer portal site by logging in to their Drake Portals website (InsertYourSiteName. 02 Broadcast - Catch our Drake Accounting® Classroom Training! CPE TrainingGuest Exchange. Guest Exchange. 6 star 14 reviews 10K+ Downloads Everyone info Install About this app arrow_forward SecureFileProTM provides a secure client file exchange, allowing. Email. The upload screen is displayed: Complete all informational fields as needed. 11507: Form 843 - Claim for Refund and Request for Abatement. 06. Click Submit. Sign up for a SecureFilePro Account. Click the eSign button. g. GruntWorxDrake Software Support - Single Sign On. 890. Pros: Drake is a very affordable tax preparation software that doesn't nickel and dime you for every feature. SecureFilePro is considered an add-on and is purchased separately from Drake Tax. Customize emails to customers, including logos, text and footer. 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. Direct transfer of images or documents captured on the Drake Portals client’s mobile device. com, onlineefdb. . 14454: State, AMT, and Book Depreciation Amounts Not Updating from Prior Year. DrakeSoftware. It is web-based and works with most browsers and computers. Shipping Address is the same as the Billing Address. 95 per month or $99. See why professional preparers vote Drake #1 year after year. For steps on deleting clients through Drake Tax, see Related Links below. An email will be sent to verify your identity when you log in from a new device. Enter a memo note, if desired. To send a message to your client, first check if they’re set up to use Drake Portals. 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 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. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money. Yes, starting in January 2023, Drake Portals now supports gathering electronic signatures for any PDF document; not just those created through Drake Tax. You can further increase the. To offer your customers the ability to sign documents remotely, check out Drake E-Sign – Online. Once the two-factor authentication has been enabled, the taxpayer. (“Drake Software”) Billing and Payment Policy for SecureFilePro™ All payments for SecureFilePro™ services are due before delivery of service. Price range: The desktop version is between $345 and $1,625. 17730: 1040 - K1P Box 20 Code AG. If you email documents to your clients, Drake Software recommends you password-protect the documents. GruntWorxDrake Portals on the SecureFilePro TM domain provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. It's rated 4. You have four ways to send or receive files: Preparer – Sending a File. Username. This will load the client creation window. Select Rename Folder or Delete Folder from the. Monitor. 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. (“Drake Software”) Billing and Payment Policy for SecureFilePro™ All payments for SecureFilePro™ services are due before delivery of service. More information is available on the Drake Portals page. Select your client and then click on the Messenger tab. Enter the New folder name and click OK. 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. Select the radio button Sign online via Drake Portals TM . On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. See why professional preparers vote Drake #1 year after year. It is extremely slow and very difficult for users to use. To use SFP eSign: First, purchase eSignature events. New 18328: 2023. 10523: Shipment Letter for Drake Software Release. 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. Access all your Drake products and services with one login. Most other software charges you extra for additional states. Second, sign with eSignature events. 13187: 706 - Line 1 is Blank. Drake Tax offers two platforms: A desktop version and a web-hosted version called Drake Tax in the Cloud. Drake Portal Orders. Click here for more information. Click the eSign button. To do so, follow these steps: Select your username from the Home window of your Drake Portals website. Receive email the first time. The last update of the app was on September 28, 2023. TaxAct Professional: Best value for preparing unlimited returns. In Drake Accounting, make the client you want to sync to Portals the active client. Automatic data flow from federal return to state and city returns, with override options. It is web-based and works with most browsers and computers. Browse to the graphic image you want to use, select the image file and click Open. com-subdomain website for exchanging tax documents, communicating with clients, collecting signatures and payments, and more. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Sign InFrom the Messenger tab of Drake Portals, you can:. See below for steps on deleting backups that are stored in Drake Portals. Title. ". 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. On the New Exchange window, complete the. Use Logo on Emails. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. To send a message to your client, first check if they’re set up to use Drake Portals. When using SFP eSign, remember: The SFP eSign process is different than using a Signature Pad to e-sign. On the New Exchange window, complete the. Cons: The biggest drawback for Drake is the esignature process through Drake Portals. 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 >. Download SecureFilePro and enjoy it on your iPhone, iPad, and iPod touch. Click the eSign button. Open Drake Documents and go to Settings > Clients tab > New Client (s) 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. Follow the app specific steps to activate the app. A confirmation dialog will ask if you would like to enable MFA. 2023-11-09 V5. "Drake's securefilepro is a disaster. com Affiliates (OLF) Title. Modified Date. Taxpayers can download the mobile app from the Google Play Store and the Apple App Store. 0. The app will display a six-digit code. To use SFP eSign: First, purchase eSignature events. Don’t have an account? Upload or Download files here. New 18325: Save or Save and Apply All Button Grayed Out (DAS) New 18324: 2023. Javascript must be enabled for the correct page displayDrake Portals is a web-based product, meaning it can be accessed from the internet without using or purchasing Drake Software. Drake Tax; Practice Management; Tax Packages; Hosting Solution; Web-based Solutions. There are two supported authentication code retrieval methods discussed below. Click Upload File (s). Hire remote preparers: QuickCloud Hosting can turn Drake Tax into cloud software starting at $25 per user, per month,. Firm Management. 10523: Shipment Letter for Drake Software Release. K1 x129. 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). "This app is only designed for taxpayers to login and use; not for the firm or tax preparers. New 15218: Installing Drake Accounting (DAS) New 16181: TX - Generating Texas Franchise Reports. Send a file to multiple recipients by entering multiple. It is web-based and works with most browsers and computers. Log in to the Drake Software Support website. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. 10088: 1040 - K1 Code Data Entry. You can also print to a real printer at this step if desired. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. Right-click and select Create New Folder. 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. To a first time user of the software, it can seem extremely complex. 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”). In the Drake Portals pane, click on the Files tab and open the folderDocuments to Preparer. Drake Software requires a third party email account from an online provider to send email to any address other than DrakeSoftware. 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. Sign up for a SecureFilePro Account. 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. Drake Documents is part of Drake Tax, and is well suited for small to mid-sized accounting firms that currently use other Drake Software. 13 Broadcast - NEW! Drake Accounting® Classroom. cloud_upload Upload cloud_download DownloadFor information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. Below are some of the things you can do within the Working Cabinet. 11. 16562: Drake Portals - Firm/Preparer Multi-Factor Authentication (MFA) 1 year. Click on your username and then select Guest Exchange. 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. If your account is terminated for failing to upgrade to a paid subscription, the subdomain you chose will be recycled. Drag and drop file transfer from Drake Portals clients to Drake Documents. 890. Select the Form & Schedule Options tab. . A single message is limited to 1000 characters, including spaces. No SecureFilePro Found Message. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. 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. sk8monroe , 04/11/2023. . New 18313: 2023. 1 month. Click the eSign button. Select the menu at the top right and choose Guest Exchange. Click the link eSign Information. Client – Sending a File. Every Drake Portals package, including the 14-day free. Other videos from the same category Follow these instructions to link your copy of Drake Tax to your SecureFilePro portal account. Guest Exchange. 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. Drake Portal Orders. The Report Manager window opens. Pricing options. Select Clients from the Delete all files in drop list. Account:How long is the trial period? The free trial is 14 days from the date you sign up. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. drakezero. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. Click Submit. The cloud-based SecureFilePro platform earned the highest rating in for Client Portals. To access Guest Exchange, click on the icon in the SFP pane of Drake Documents. 7 months. Comparisons. Drake Software offers a comprehensive guide to using its portals service, which allows you to share files securely and efficiently with your clients. Drake's cloud software also offers high levels of security and quick deployment since it is deployed over the internet. Resources - Download Drake Tax, Drake Accounting, and conversion software; order supplemental resources and Drake-compatible supplies; look up federal and state facts; access the Drake Broadcast Center; learn about SecureFilePro; participate in forums; and find answers to your questions in the Drake Knowledge Base. Select the menu at the top right and choose Guest Exchange. 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. 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. Client – Sending a File. 11. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. Included in Drake Portals. . ScheduleC x39. 8020 > DrakeSoftware. Follow the app specific steps to activate the app. There are four tabs on the Drake Portals - SecureFilePro™ Guest Exchange. Enter the New folder name and click OK. Select the relevant report such as Client List (All Clients). . 2. The following items may prevent signatures from being uploaded or help you troubleshoot taxpayer failed signatures. Eventually, all Drake users will have only. Loading; Loading the requested domain. 6. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. As a company, Drake Software was first marketed in 1977. Select the radio button Sign online via SecureFilePro. You have four ways to send or receive files: Preparer – Sending a File. 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. 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. Select your client and then click on the Messenger tab. If they’re not set up, see Related Links below for instructions on client setup. 10671: Drake Tax - Software User's Manual. Click the link SecureFilePro eSign Information. Client – Receiving a File. The app will display a six-digit code. SecureFilePro. Don’t have an account? Upload or Download files here. PROS. There are lots of video tutorials and an nice set of help. “Single sign-on” allows users to sign in to multiple accounts with one set of credentials. 5 months. On the Home window of Drake, select Setup > Printing > Printer Setup. SecureFilePro provides access to the SecureFilePro functions through the four SFP tabs: Files Tab; Connect Tab; Messenger Tab; Signatures Tab; Files Tab. New 18320: 2023. Drake also. Drake Tax has 89 reviews and a rating of 3. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Drake allows users to store documents of any kind. 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. 95 per month or $99. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. 1099R x42. The speed you need – Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. "Drake's securefilepro is a disaster. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. The administrator can change this selection by clicking Edit. Click Select to browse for the file (s) to be uploaded. 18 Broadcast - Annual Filing Season Program, Earn Your Record of Completion for 2024. 1 month. On the Home page, expand the Clients section. The default settings for each tab set focus to the first form in the list. Loading; Loading the requested domain. DrakePortals provides tax professionals a Drake Tax®-integrated, SecureFilePro. Type your message in the text field, then click Send. Select Rename Folder or Delete Folder from the. Account Tab. 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. Enter the New folder name and click OK. 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. 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. 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. You can send the customer documents via Drake Portals (SecureFilePro), and the customer can sign them on their mobile device or computer. com; Use custom ; Activation Link Expiration; Under Notifications. . Account Tab. Drake Portal Orders. Drake Tax will now allow Form 4562 imports, and the new optional multi-factor authentication can help tax professionals better secure their accounts. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. It is web-based and works with most browsers and computers. Drake recommends using Drake Portals – SecureFilePro TM to securely send and receive sensitive data instead. 11507: Form 843 - Claim for Refund and Request for Abatement. " This. Skip to main content Site Map. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Drake Tax has 89 reviews and a rating of 3. Modified Date. Password. For example, choose Documents from Preparer. 2 years. 1 month. Expand Advanced Settings. Access all your Drake products and services with one login. Drake Portals - SecureFilePro. Having a convenient list of commonly accessed tax information can make it easier to weather the hectic pace of filing season. E-file Password - Manage your Drake e-filing password from within the Drake Support website. Clear the option to Launch Adobe after creating a ‘Drake PDF’. com (also known as the Drake Software Support website or Drake Account), was migrated to the new single sign-on process. See why professional preparers vote Drake #1 year after year. Select the file to be uploaded and click Open. 17730: 1040 - K1P Box 20 Code AG. Your site may be accessed anywhere the Internet is available. View the completed return and select the pages that should be included in the eSignature PDF. Settings are saved automatically. Enterprise Office Manager. K1 x129. 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. See why professional preparers vote Drake #1 year after year. The selected tab’s tree view is presented in the left-hand panel. Called Heart On My Sleeve, the track simulates. View the completed return and select the forms that should be included in the PDF for e-signing. Email Footer - Click edit to customize the text that appears at the bottom of all emails sent to clients from Drake Portals. 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. Email. Comparisons. com. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. Click Upload File (s). 5 months. Under Email. From the Products menu, select Drake Portals. When the free trial period expires, you will have 30 days to upgrade to a paid subscription before your account is terminated. Taxpayers can download the mobile app from the Google Play Store and the Apple App Store. 11. Email Footer - Click edit to customize the text that appears at the bottom of all emails sent to clients from Drake Portals. 0. Modified Date. GruntWorx Drake Software Support - Single Sign On. Your site may be accessed anywhere the Internet is available. 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. Javascript must be enabled for the correct page displayLoading; Loading the requested domain. The client will: Navigate to your Drake Portals website and locate the Guest Exchange panel: Click Upload. Flexible storage – Drake Portals comes with 5 GB of file transfer space for all plans. 10 months. In the Drake Portals pane, click on the Files tab and open the folder Documents to Preparer. 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 >. Add custom instructions to emails sent to the selected type of client. Second, sign with eSignature events. Free with Drake Tax, Drake Documents is an electronic filing cabinet for client tax documents, records and returns. 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. cloud_upload Upload cloud_download DownloadPricing options. Loading; Loading the requested domain. Preparer – Receiving a File. 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. Because Drake Accounting is the hub of all payroll activity, those using Drake Accounting must accept or invoke this synchronization (or “sync”). Hard drive. Check Send to cloud storage. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928Ryan Norton Friday, October 07, 2022. 8020 > DrakeSoftware. From this section, the taxpayer will click on Pay and. After a taxpayer has set up their password for their Drake Portals account, they have the option to enable Two-Factor Authentication. File Download. . Select the Drake PDF Printer from the Select Printer drop list. From the Products menu, select Drake Portals. Every Drake Portals package, including the 14-day free trial, has access to all Drake Portals features (Files, Profile, Checklist, Questionnaires, Signatures, and, Payment). 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. Open Drake Documents and go to Settings > Clients tab > New Client (s) button. 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. Send a file to multiple recipients by entering multiple. 14. 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. 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 delete an individual client through the Drake Portals website. com Referral Program - DIY Online Tax Preparation FAQs. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Set file expiration dates and customize default expiration dates. Other videos from the same category. drakesoftware. From the Products menu, select Drake Portals. See below for steps on deleting backups that are stored in Drake Portals. Optional: Password protect. It's rated 4. The software verifies individuals are at least 18 years old prior to uploading signable documents to Drake Portals. Create an access code with either the last four of the client’s ID number or. com domain where you and your clients can exchange confidential tax documents safely and conveniently. 1 week. Select Options from the drop list. Select a category below or click. New 16175: Drake Accounting Manual (DAS) 2 weeks. Object Moved. a. com [email protected] speed you need – Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. Fixed Asset Manager : Title: Modified DateOn the Files tab in the Drake Portals pane, select the destination folder. Backup Online to SecureFilePro. 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. You can easily manage your SecureFilePro employee accounts right inside Drake Documents.