(“Drake Software”) Billing and Payment Policy for SecureFilePro™ All payments for SecureFilePro™ services are due before delivery of service. Title. 95 per year, per 25 GB. This setting is found in Drake Documents > Setup > SFP Settings > Employees tab. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928Ryan Norton Friday, October 07, 2022. 524. How 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. 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. Menu. Custom subdomain – <yourbusinessname>. The Guest Exchange is a panel that shows up on your Drake Portals login page, which clients can use to upload files to you or as an alternate method to download guest exchange files from you. 11574: Online Filing (OLF) Help for Taxpayers. 1 year. 1 week. Drake Enterprises, Ltd. Select the (F8) Edit Printer Settings tab. Enter your email address and password to sign in. Account:After a taxpayer has set up their password for their Drake Portals account, they have the option to enable Two-Factor Authentication. On the Home window of Drake, select Setup > Printing > Printer Setup. Click the Bill button to send the bill amount to the taxpayer. Drake Single Sign-On: Where We Are, and Where We’re Going. 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. Type your message in the text field, then click Send. Choose Create under the Create Batch Drake Portals Clients section at the bottom of the window. View the completed return and select the pages that should be included in the eSignature PDF. It is web-based and works with most browsers and computers. Automatic data flow from federal return to state and city returns, with override options. Click Manual code to set up the app with a code. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Backup Online to SecureFilePro. It's currently not in the top ranks. Drake provides the tools and support tax professionals need to build their businesses and attract new clients. . 3. Sign up for a SecureFilePro Account. The developer, Drake Software Mobile, indicated that the app’s privacy practices may include handling of data as described below. It is web-based and works with most browsers and computers. Enter your Drake Portals Username and Password in the Drake Portals Pane, and then click Login. 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. . The Drake e-Sign Online process requires the purchase of e-Sign Events. New 18320: 2023. 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). VDOMDHTMLe>Document Moved. 1 month. 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. View the status of e-Sign Events through Signatures. To download a file, open Drake Documents and locate the client in the left tree menu. Loading; Loading the requested domain. CONS. Click Add to upload additional files (optional). Click the link SecureFilePro eSign Information. Review. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. 95 per year, per 25 GB. 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. Search for " SecureFilePro. Click the link SecureFilePro eSign Information. On the Guest Exchange window, choose Create Exchange. 5 years. Drake Tax will now allow Form 4562 imports, and the new optional multi-factor authentication can help tax professionals better secure their accounts. At the top, click Create New Exchange. Videos. 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. Browse to the graphic image you want to use, select the image file and click Open. Client – Sending a File. On the New Exchange window, complete the. . Expand Advanced Settings. Email Footer - Click edit to customize the text that appears at the bottom of all emails sent to clients from Drake Portals. Follow the app specific steps to activate the app. 10671: Drake Tax - Software User's Manual. Pros: Drake is a very affordable tax preparation software that doesn't nickel and dime you for every feature. Log in to the Drake Software Support website. com 1 2 Awards 3 Support 4 Tax Solutions 5 GruntWorx 6 Tax Diagnostic Tools 7 Drake Accounting 8 Client Communications 9 SecureFilePro 10 Business Tools 11 Drake Hosted 12 Making the Switch 13 Keeping You Connected Awards Support About Drake Drake Tax was fi rst. DrakeSoftware. 5 months. 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. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. Drake Tax has 89 reviews and a rating of 3. Seamless integration with Drake Tax Software. Popular Articles : Title: 13325: Return Due Dates and Deadlines. . 235 East Palmer Street. From the Products menu, select Drake Portals. Select the radio button Sign online via SecureFilePro. This video demonstrates portal basics to the end user, including logging in, sharing files, and account settings. 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. Click Select to browse for the file (s) to be uploaded. The upload screen is displayed: Complete all informational fields as needed. Sales: (800) 890-9500 Sign In. Learn the basics of Drake Software products with these short instructional videos. Use Logo on Emails "Sent From" Email. Select your client and then click on the Messenger tab. Drake Portals. It also allows for hardware add-ons, such as a barcode scanner or signature pad. This will load the client creation window. 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. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. To rename or delete the folder, select it in the Drake Portals pane and right click. It's rated 4. A confirmation dialog will ask if you would like to enable MFA. For more information, see the developer’s. 11507: Form 843 - Claim for Refund and Request for Abatement. Click Change Logo. This will load the client creation window. Use default no-reply@securefilepro. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. the option, go to Drake Documents > Setup > SFP Settings > Connect Features tab > check the Sign Forms option. W2 x103. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. Click Manual code to set up the app with a code. Create an access code with either the last four of the client’s ID number or. Click on your username and then select Guest Exchange. CONS. Drake Tax offers two platforms: A desktop version and a web-hosted version called Drake Tax in the Cloud. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. Browse to the graphic image you want to use, select the image file and click Open. Select the Form & Schedule Options tab. Click here for more information. 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. Log in to the Drake Software Support website. 26 Broadcast - Drake In Depth: Self-Employment and Rental Income - CPE Training New 18312: 2023. . cloud_upload Upload cloud_download DownloadFor information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. 8. Click the link SecureFilePro eSign Information. 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:. 14. Credit & Debit Card Processing – Give clients more payment options. Enter the New folder name and click OK. Cons: The biggest drawback for Drake is the esignature process through Drake Portals. Drake Portals (SecureFilePro TM) Note: This change only affects Drake Portals administrator and preparer accounts. 15844: Hide Return Notes. Definition and Software Setup. . Download SecureFilePro and enjoy it on your iPhone, iPad and iPod touch. 4. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. 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). Click the link SecureFilePro eSign Information. On the Guest Exchange window, choose Create Exchange. Receive email the first time. Sign up for a SecureFilePro Account. SFP clients can send SecureFilePro domain name change requests from Drake Portals Settings in Drake Documents. Once the two-factor authentication has been enabled, the taxpayer. Providers must login to e-services and navigate to the e-file Application. 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 deadline to comply with GDPR was May 25, 2018. The upload screen is displayed: Complete all informational fields as needed. To access Guest Exchange, click on the icon in the SFP pane of Drake Documents. Click Print. Enter a Name in the Name field. 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. Select the radio button Sign online via 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. New 15218: Installing Drake Accounting (DAS) New 16181: TX - Generating Texas Franchise Reports. Fixed Asset Manager : Title: Modified DateOn the Files tab in the Drake Portals pane, select the destination folder. com Domain Personalize your portal real estate for easy client recognition by choosing a unique SecureFilePro. Drake Portal Orders. com; Use custom ; Activation Link Expiration; Under Notifications. You can easily manage your SecureFilePro employee accounts right inside Drake Documents. Cons: The biggest drawback for Drake is the esignature process through Drake Portals. Send and receive instant messages through Messenger. 11507: Form 843 - Claim for Refund and Request for Abatement. 1 month. Client – Sending a File. Additional space is available at $9. 15626: EU General Data Protection Regulation Law - Drake Portals and Drake Websites. Your site may be accessed anywhere the Internet is available. Sign InSelect File > View; the "EF Selector" dialog opens. Right-click and select Create New Folder. Client – Receiving a File. It's currently not in the top ranks. 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 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. Click the link eSign Information. W2 x103. 11. 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. Automatic data flow from federal return to state and city returns, with override options. . Enter the New folder name and click OK. Add custom instructions to emails sent to the selected type of client. Save the PDF of the return. sk8monroe , 04/11/2023. 17923: Drake Portals - SecureFilePro Mobile App for Taxpayers. Modified Date. 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 >. Follow the app specific steps to activate the app. New 10888: Contacting Drake Support. 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. 0. See why professional preparers vote Drake #1 year after year. SecureFilePro. A phone app is available for taxpayers to use as well. 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. 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 Tax from Drake Software is well-suited for small to mid-sized accounting firms that process both individual and business taxes. New 18313: 2023. Click “Add/Delete URL” and proceed as instructed. Comparisons. Enter a memo note, if desired. 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. Check Send to cloud storage. 4. Shortcut keys and macros simplify data entry and reduce keystrokes. Right-click and select Create New Folder. Free with Drake Tax, Drake Documents is an electronic filing cabinet for client tax documents, records and returns. Notifications. Comparisons. You can also use Drake Portals to back up your Drake Tax and Drake Documents files to the cloud. 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. PROS. The Drake User Account website, Support. 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. . Don’t have an account? Upload or Download files here. K1 x129. If they’re not set up, see Related Links below for instructions on client setup. Select the relevant report such as Client List (All Clients). Choose from App Generation or Text Message Authentication below. A single message is limited to 1000 characters, including spaces. More information is available on the Drake Portals page. 12109: Enterprise Office Manager (EOM) 2 years. Hard drive. Your site may be accessed anywhere the Internet is available. If you do not have any eSignature Events available for use, the radio button will be grayed out. Deleting a Batch of Clients:One of the things that Gary attributes to his company’s continuing success is his tax preparation software: “I recommend Drake Tax anytime I get the chance. Firm Management. 10523: Shipment Letter for Drake Software Release. 2 months. 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. Drake Software offers various platforms for tax preparation, including Drake on the Desktop, Drake Tax, Drake Accounting, and Drake Documents. 1 month. About this app. com Affiliates (OLF) Title. Enterprise Office Manager. Other videos from the same category Follow these. The software verifies individuals are at least 18 years old prior to uploading signable documents to Drake Portals. Use Logo on Emails. Click the eSign button. drakesoftware. In the Drake Portals pane, click on the Files tab and open the folderDocuments to Preparer. See why professional preparers vote Drake #1 year after year. 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. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. We invite Drake Portals (SecureFilePro) customers to share this video with taxpayers to promote secure communications with taxpayers. Drake 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. GruntWorx Drake Software Support - Single Sign On. All subscriptions to the SecureFilePro™ service are subject to Automated Recurring Billing (ARB), by credit card, for purposes of renewal and continuation of service. New 17009: Update a Client From Prior Year (DAS21 and Future) New 14862: e-Filing Reject - IND-116-01. Drake Portal users access the Preparer portal site by logging in to their Drake Portals website (InsertYourSiteName. 524. Review. Direct transfer of images or documents captured on the Drake Portals client’s mobile device. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money. Click Submit. Select the Drake PDF Printer from the Select Printer drop list. File Download. 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. It is extremely slow and very difficult for users to use. You have four ways to send or receive files: Preparer – Sending a File. An email will be sent to verify your identity when you log in from a new device. Enter your Drake Portals Username and Password in the Drake Portals Pane, and then click Login. On the Files tab in the Drake Portals pane, select the destination folder. Read reviews, compare customer ratings, see screenshots and learn more about SecureFilePro. 5 Stars. Drake Tax offers two platforms: A desktop version and a web-hosted version called Drake Tax in the Cloud. You have four ways to send or receive files: Preparer – Sending a File. With the move to a single-sign on model, your entire account is protected with multi-factor authentication by default. 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. 11. Enter the New folder name and click OK. It's rated 4. To use SFP eSign: First, purchase eSignature events. Click Change Logo. SecureFilePro provides access to the SecureFilePro functions through the four SFP tabs: Files Tab; Connect Tab; Messenger Tab; Signatures Tab; Files Tab. 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. If you do not have any e-Sign Events available for use, the radio button will be grayed out. Click on any tab. 17730: 1040 - K1P Box 20 Code AG. All subscriptions to the SecureFilePro™ service are subject to Automated Recurring Billing (ARB), by credit card, for purposes of renewal and continuation of service. 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. Create, organize and find documents, without ever needing a paper copy. Under Email. 890. There are two supported authentication code retrieval methods discussed below. Seamless integration with Drake Tax Software. From the Products menu, select Drake Portals. Calculation results and full return view just a click away. Drake Tax offers several tax package. 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. Make sure Manually Sync is. 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. Select a category below or click. 98 / 5 stars vs TurboTax Business which has 240 reviews and a rating of 4. (“Drake Software”) Billing and Payment Policy for SecureFilePro™ All payments for SecureFilePro™ services are due before delivery of service. The speed you need – Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. Learn the basics of Drake Software products with these short instructional videos. 00 out of 5 stars, based on 11 ratings. 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. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. Drake also. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Virtual Currency response field removed when importing Client Profile. Drake Accounting® Classroom Training - CPE Training. Eventually, all Drake users will have only. Simply select . 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. 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. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. Guests can send and receive files without going through a portal. See KB 10436 or details. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. New 16175: Drake Accounting Manual (DAS) 2 weeks. Drake Portal Orders Sign up for a SecureFilePro Account 2023-11-09 V5. Optional: Password protect. 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. 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. 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. Click the eSign button. Every Drake Portals package, including the 14-day free. com. Select a category below or click. The APK has been available since December 2022. Drake Tax. From the 2018 reviews of professional tax preparation systems. Preparer – Receiving a File. The feature Add Signature Fields to Any Document is available for all Drake Portals customers. Client – Sending a File. Enter your email address and password to sign in. Preparer – Receiving a File. Documents for a selected client display on the upper right, in the Documents Pane. Serial Numbers - Access your current and prior. 10139: Schedule D, Form 8949, GruntWorx Trades Import. Loading; Loading the requested domain. Actual space requirements will vary based on the number of clients you serve. . Modified Date. 2023-11-09 V5. Title: Classroom Training CPE Author: Drake Software Created Date:Thu Nov 16 2023 - 4:35:12 PM4. SecureFilePro. Access SecureFilePro. Click Configure Automatic Backups. You can send the customer documents via Drake Portals (SecureFilePro), and the customer can sign them on their mobile device or computer. If you need assistance renewing Drake Tax, please call our Accounting team at (828) 349-5900. 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. No SecureFilePro Found Message. Optional: Password protect. E-file Password - Manage your Drake e-filing password from within the Drake Support website. Skip to main content Site Map. Open Drake Documents and go to Settings > Clients tab > New Client (s) button. Some features, such as Drake e-Sign Online, are only available for use by Drake Tax customers. Click Change Logo. At the top, click Create New Exchange. Object Moved. Search for " SecureFilePro. Drake eSignature is integrated into SFP and allows your 1040 clients to review and sign tax documents on their mobile devices or computers. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. 1040. To a first time user of the software, it can seem extremely complex. Drake Portals - SecureFilePro. 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. Set Number of Weeks to Keep. Under the Two-Factor Authentication section, choose App. Access SecureFilePro. Every Drake Portals package, including the 14-day free trial, has access to all Drake Portals features (Files, Profile, Checklist, Questionnaires, Signatures, and, Payment). If you are a Drake Software customer, you can access your. Drake recommends using Drake Portals – SecureFilePro TM to securely send and receive sensitive data instead. Drake Portal Orders. You have four ways to send or receive files: Preparer – Sending a File. 00 out of 5 stars, based on 11 ratings.