Enter a Name in the Name field. 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. Try it for free or choose from different plans and pricing options. . Drake Portals - SecureFilePro. Custom subdomain – <yourbusinessname>. 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 >. 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. This will load the client creation window. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. 10. Preparer – Receiving a File. An email will be sent to verify your identity when you log in from a new device. Under the Two-Factor Authentication section, choose App. Drake runs quickly and covers our needs for tax preparation. Additional space is available at $9. Some features, such as Drake e-Sign Online, are only available for use by Drake Tax customers. drake software & securefilepro i use drake software & securefilepro hand in hand when signing documents online with clients, and needing a high security way to do it —- thumbs up for securefilepro —- the best product out there for signing & secure file transfer — user friendly Under the From Preparer section, click the Upload icon. 5 GHz or faster multi-core processor (Intel Core i5 or equivalent) RAM. Pros: Drake is a very affordable tax preparation software that doesn't nickel and dime you for every feature. It's rated 4. Drake Tax: Best value for preparing 30 or fewer individual and business returns. Log in to the Drake Software Support website. W2 x103. Enter the New folder name and click OK. In order to upload a new file to the Outgoing Files section, follow the steps below: Log into Drake Portals. Modified Date. 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 Drake e-Sign Online process requires the purchase of e-Sign Events. Don’t have an account? Upload or Download files here. 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. 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. Hard drive. See below for steps on deleting backups that are stored in Drake Portals. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. Technology. All documents in SecureFilePro are exchanged in PDF to prevent unauthorized changes on any document that is shared. All documents in SecureFilePro are exchanged in PDF to prevent unauthorized changes on any document that is shared. 14. com [email protected] the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Follow the app specific steps to activate the app. 1 month. Follow the app specific steps to activate the app. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Flexible storage – Drake Portals comes with 5 GB of file transfer space for all plans. See why professional preparers vote Drake #1 year after year. Click Submit. Click Change Logo. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. Select Rename Folder or Delete Folder from the. Drake Software offers a comprehensive guide to using its portals service, which allows you to share files securely and efficiently with your clients. Direct transfer of images or documents captured on the Drake Portals client’s mobile device. Direct transfer of images or documents captured on the Drake Portals client’s mobile device. To send a message to your client, first check if they’re set up to use Drake Portals. Drake Tax has 89 reviews and a rating of 3. Yes, starting in January 2023, Drake Portals now supports gathering electronic signatures for any PDF document; not just those created through Drake Tax. 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. 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. 95 per year, per 25 GB. Select the menu at the top right and choose Guest Exchange. ScheduleE x34. 1040. About this app. The Drake User Account website, Support. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-99282017 Rating – 4. There are lots of video tutorials and an nice set of help. The app will display a six-digit code. 11574: Online Filing (OLF) Help for Taxpayers. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. To download a file, open Drake Documents and locate the client in the left tree menu. 18 Broadcast - Annual Filing Season Program, Earn Your Record of Completion for 2024. The preparer's e-signature is not applied via this process; it is only designed to gather the taxpayers' electronic signatures. A confirmation dialog will ask if you would like to enable MFA. Home; Products. Seamless integration with Drake Tax Software. Click the eSign button. New 18320: 2023. Click Select to browse for the file (s) to be uploaded. Javascript mus22t be enabled for the correct page displayDrake Software Blog Team - November 16, 2023. We are always happy to hear from you at (800). Among other things, the law can apply to non-EU companies who. com. From the selection window, choose the files you wish to download together in a batch and select Download. Drake Accounting Drake Portals (SecureFilePro) provides secure file exchange for your practice, so you and your client can exchange tax documents securely and conveniently. Drake E-Sign – Online. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Sign up for a SecureFilePro Account. 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. Check Send to cloud storage. Enter a Name in the Name field. No SecureFilePro Found Message. 12109: Enterprise Office Manager (EOM) 2 years. View the completed return and select the pages that should be included in the eSignature PDF. Type your message in the text field, then click Send. Browse to the graphic image you want to use, select the image file and click Open. 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). Once the two-factor authentication has been enabled, the taxpayer. 95 per month or $99. Click the eSign button. Educate Yourself on Tax Law Changes. Log in to the Drake Software Support website. New 18328: 2023. 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. Yes, SecureFilePro TM now has a mobile app. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. 3. Drake Software offers a comprehensive guide to using its portals service, which allows you to share files securely and efficiently with your clients. securefilepro. Password. Customize emails to customers, including logos, text and footer. 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. This desk reference is a. . You can further increase the. Aside from locally installed software, a Drake product requiring an Internet connection also won its category. 10. 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. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. 1 week. Your site may be accessed anywhere the Internet is available. In the New Exchange window, enter the following items: Recipient (s) Email Address. Learn how to customize your firm’s Drake Portals (SecureFilePro) account settings, including the custom web address, subscription status, notification options, and more. Email. 1099R x42. Software Purchase Assistance – Purchase Drake Tax with $0 up-front. This is also the form in the viewing panel. (“Drake Software”) Billing and Payment Policy for SecureFilePro™ All payments for SecureFilePro™ services are due before delivery of service. Loading; Loading the requested domain. Calculation results and full return view just a click away. Use default no-reply@securefilepro. Javascript must be enabled for the correct page displayProcessor. 15626: EU General Data Protection Regulation Law - Drake Portals and Drake Websites. 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. as those in Drake Tax. Locate the file and either right click and copy the file or use the drag-and-drop function to move it to the client's Drake Documents folder. Select the radio button Sign online via SecureFilePro. Bill a client through Payment. 18 Broadcast - Annual Filing Season Program, Earn Your Record of Completion for 2024. The Drake Portals Guest Exchange allows you to securely share files with anyone who does not have a Drake Portals account. 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. 2 months. Popular Articles : Title: 13325: Return Due Dates and Deadlines. Enter a memo note, if desired. "Drake's securefilepro is a disaster. 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. You can also use. The APK has been available since December 2022. Drake Tax. Client – Receiving a File. Save the PDF of the return. com Domain Personalize your portal real estate for easy client recognition by choosing a unique SecureFilePro. In the last 30 days, the app was downloaded about 470 times. VDOMDHTMLe>Document Moved. Fixed Asset Manager : Title: Modified DateOn the Files tab in the Drake Portals pane, select the destination folder. Drake Portals - SecureFilePro. Search for " SecureFilePro. Use Logo on Emails. See why professional preparers vote Drake #1 year after year. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. Click Configure Automatic Backups. 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. Select Rename Folder or Delete Folder from the. 890. Drake Software requires a third party email account from an online provider to send email to any address other than DrakeSoftware. com. 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. 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:. Drag and drop file transfer from Drake Portals clients to Drake Documents. Guest Exchange. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Customize emails to customers, including logos, text and footer. When they log in to their Drake Portals Account, they click on Payment on the left. Recover PasswordIn order to upload a new file to the Outgoing Files section, follow the steps below: Log into Drake Portals. 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 | 800. Sign up for a SecureFilePro Account. 2 months: 15028: Organizers - Custom PagesLoading; Loading the requested domain. The Uniform Resource Locators (URLs) of all Web sites from which the Provider collects information from taxpayers, either directly or through third parties, for electronic filing of federal returns. . New 16175: Drake Accounting Manual (DAS) New 15170: 1040 - Printing a Bank Check. Because Drake Accounting is the hub of all payroll activity, those using Drake Accounting must accept or invoke this synchronization (or “sync”). 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 Portals (SecureFilePro TM) Note: This change only affects Drake Portals administrator and preparer accounts. To download a file, open Drake Documents and locate the client in the left tree menu. com (also known as the Drake Software Support website or Drake Account), was migrated to the new single sign-on process. . If you do not have any e-Sign Events available for use, the radio button will be grayed out. The client will: Navigate to your Drake Portals website and locate the Guest Exchange panel: Click Upload. Price range: The desktop version is between $345 and $1,625. cloud_upload Upload cloud_download DownloadDrake Portals - SecureFilePro How do I set up Multi-factor Authentication for Drake Portals (SecureFilePro TM )? With the move to a single-sign on model, your entire account is protected with multi-factor authentication by default. This process allows you to easily add signature fields to a PDF document of your choice/creation, and then send that PDF to a taxpayer for electronic signatures. Click Change Logo. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Click the link eSign Information. If you want to configure MFA through an Authenticator App, you can do so using the Drake User Manager (see Related Links below). 98 / 5 stars vs ProSeries Tax which has 152 reviews and a rating of 4. 14. About this app. Your site may be accessed anywhere the Internet is available. From the Products menu, select Drake Portals. You can also use Drake Portals to back up your Drake Tax and Drake Documents files to the cloud. . the option, go to Drake Documents > Setup > SFP Settings > Connect Features tab > check the Sign Forms option. Modified Date. Drake recommends using Drake Portals – SecureFilePro TM to securely send and receive sensitive data instead. Loading; Loading the requested domain. Browse to the graphic image you want to use, select the image file and click Open. 5 months. Object Moved. A song that uses Artificial Intelligence to clone the voices of Drake and The Weeknd has gone viral on social media. 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. If you need assistance, you can contact Drake Support by phone, email, or chat. Every Drake Portals package, including the 14-day free trial, has access to all Drake Portals features (Files, Profile, Checklist, Questionnaires, Signatures, and, Payment). On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Notifications. From the Products menu, select Drake Portals. . New 10983: Installing Drake Tax New 18321: 2023. Taxpayers can download the mobile app from the Google Play Store and the Apple App Store. 8020 > DrakeSoftware. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. com [email protected] speed you need – Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. Direct transfer of images or documents captured on the Drake Portals client’s mobile device. CONS. To access Guest Exchange, click on the icon in the SFP pane of Drake Documents. Backup Online to SecureFilePro. . " This app is only designed for taxpayers to login and use; not for the firm or tax preparers. Create an access code with either the last four of the client’s ID number or. A single message is limited to 1000 characters, including spaces. Title. Type your message in the text field, then click Send. Shipping Address is the same as the Billing Address. Enter a Name in the Name field. This will load the client creation window. Click the link SecureFilePro eSign Information. Select Rename Folder or Delete Folder from the. A copy of the document appears in the client's From Preparer folder. The administrator can change this selection by clicking Edit. 12109: Enterprise Office Manager (EOM) 2 years. Seamless integration with Drake Tax Software. Javascript must be enabled for the correct page displayLoading; Loading the requested domain. If your account is terminated for failing to upgrade to a paid subscription, the subdomain you chose will be recycled. New 18328: 2023. The Preparer site is used to manage your Drake Portals account, access secure document exchange and other interactive functions as well as portal site settings, client. Click Change Logo. 11574: Online Filing (OLF) Help for Taxpayers. 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. Backup Online to SecureFilePro. Sales: (800) 890-9500 Sign In. 4. Select the (F8) Edit Printer Settings tab. Click Configure Automatic Backups. 13187: 706 - Line 1 is Blank. 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. 2 months. 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. Click Change Logo. Right-click and select Create New Folder. 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. Documents can only be signed via Drake Portals if enough e-Sign Events have been purchased and are available. Open Drake Documents and go to Settings > Clients tab > New Client (s) button. 02 Broadcast - Catch our Drake Accounting® Classroom Training! CPE TrainingDrake Software | 800. Drake Enterprises, Ltd. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. 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. 0. Flexible storage – Drake Portals comes with 5 GB of file transfer space for all plans. Drake Portals - SecureFilePro. Compliments of Drake Software 828. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928 Under the Two-Factor Authentication section, choose App. drakezero. Click Manual code to set up the app with a code. View the completed return and select the pages that should be included in the eSignature PDF. 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. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. Drake Portal Orders. The software verifies individuals are at least 18 years old prior to uploading signable documents to Drake Portals. The "View/Print Tax Return" dialog opens. 11. Don’t have an account? Upload or Download files here. Send and receive instant messages through Messenger. Having a convenient list of commonly accessed tax information can make it easier to weather the hectic pace of filing season. 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 >. Email Footer - Click edit to customize the text that appears at the bottom of all emails sent to clients from Drake Portals. You can view and change these settings though the Drake Tax integration (continue below) or in the Drake Portals website (see Related Links). 2. 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. Loading; Loading the requested domain. Choose Create under the Create Batch Drake Portals Clients section at the bottom of the window. 1 month. Select the radio button Sign online via SecureFilePro. More information is available on the Drake Portals page. 5 years. Cons: The biggest drawback for Drake is the esignature process through Drake Portals. . Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. Select settings: Verify the time. On the Files tab in the Drake Portals pane, select the destination folder. Included in Drake Portals. 1 year. You have four ways to send or receive files: Preparer – Sending a File. Click the link SecureFilePro eSign Information. Select your client and then click on the Messenger tab. 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. 13355: Federal Forms - Drake e-Sign (in-Person or Online) 1 year. Many options and can take time to learn navigation. 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. New 18313: 2023. At the top, click Create New Exchange. SecureFilePro. 11. Create an access code with either the last four of the client’s ID number or. No SecureFilePro Found Message. When the free trial period expires, you will have 30 days to upgrade to a paid subscription before your account is terminated. Drake Tax offers several tax package. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928New 18328: 2023. This 2023 Drake tax software review looks at the features that make up this accounting software. It's currently not in the top ranks. 1 month. Quick, informative videos to learn all about Drake Software, including software setup, practice management tools, bank products, e-filing and many more topics. cloud_upload Upload cloud_download DownloadWhether you are an office of one or 100, it’s easy to network Drake Software with a dedicated server or peer-to-peer network. The client will receive a notification email that a bill has been sent. From the Products menu, select Drake Portals. Clear the option to Launch Adobe after creating a ‘Drake PDF’. Monitor. Optional: Password protect. 03 / 5 stars. There are two supported authentication code retrieval methods discussed below. Most other software charges you extra for additional states. 524. 17694: Schedule K1 - Box 21 (Drake21) 2 months. The client will: Navigate to your Drake Portals website and locate the Guest Exchange panel: Click Upload. 06. Click the eSign button. Send a file to multiple recipients by entering multiple. 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. The setup window opens: Click Enable Automatic Backup. Drake Software’s email is designed to work with your Web-based email, such as Gmail® or Yahoo®, or your desktop email, such as Microsoft® Outlook®. On the New Exchange window, complete the. Select the Drake PDF Printer from the Select Printer drop list. If accessing your Drake Portals client documents via the Drake Portals Pane in Drake Documents, follow these steps:Backup Online to SecureFilePro. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928Under the Two-Factor Authentication section, choose App. Drake Portals (SecureFilePro TM) Note: This change only affects Drake Portals administrator and preparer accounts. 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. More information is available on the Drake Portals page. Drake Portal users access the Preparer portal site by logging in to their Drake Portals website (InsertYourSiteName. 10671: Drake Tax - Software User's Manual. Learn the basics of Drake Software products with these short instructional videos. Sign InSelect File > View; the "EF Selector" dialog opens. The upload screen is displayed: Complete all informational fields as needed. A single message is limited to 1000 characters, including spaces. See why professional preparers vote Drake #1 year after year. We invite Drake Portals (SecureFilePro) customers to share this video with taxpayers to promote secure communications with taxpayers.