Click Configure Automatic Backups. To send a message to your client, first check if they’re set up to use Drake Portals. Browse to the graphic image you want to use, select the image file and click Open. . k. Select the radio button Sign online via SecureFilePro. com Affiliates (OLF) Title. Learn the basics of Drake Software products with these short instructional videos. 5. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. This document may be found here. SecureFilePro Drake Software 3. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. Fixed Asset Manager : Title: Modified DateOn the Files tab in the Drake Portals pane, select the destination folder. 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. There are four tabs on the SecureFilePro Guest Exchange window. It is web-based and works with most browsers and computers. New 18328: 2023. If they’re not set up, see Related Links below for instructions on client setup. Click Upload File (s). Set file expiration dates and customize default expiration dates. 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. After a taxpayer has set up their password for their Drake Portals account, they have the option to enable Two-Factor Authentication. See why professional preparers vote Drake #1 year after year. com-subdomain website for exchanging tax documents, communicating with clients, collecting signatures and payments, and more. 13187: 706 - Line 1 is Blank. To use SFP eSign: First, purchase eSignature events. Drake E-Sign Online is integrated with Drake Tax and works along with Drake Portals SecureFilePro. 11507: Form 843 - Claim for Refund and Request for Abatement. Modified Date. Click the Bill button to send the bill amount to the taxpayer. Click the link SecureFilePro eSign Information. For example, choose Documents from Preparer. Click Change Logo. 1040. The deadline to comply with GDPR was May 25, 2018. An email will be sent to verify your identity when you log in from a new device. 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). Free marketing – Digital and print marketing available to help you grow your business. Learn how to customize your firm’s Drake Portals (SecureFilePro) account settings, including the custom web address, subscription status, notification options, and more. Click the link SecureFilePro eSign Information. Automatic data flow from federal return to state and city returns, with override options. Every Drake Portals package, including the 14-day free. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money. 11. On the Guest Exchange window, choose Create Exchange. the option, go to Drake Documents > Setup > SFP Settings > Connect Features tab > check the Sign Forms option. After downloading the app, the taxpayer will enter the email address that is associated with. Use Logo on Emails. Client – Receiving a File. You can also print to a real printer at this step if desired. See Related Links below for details. 10671: Drake Tax - Software User's Manual. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. 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. Browse to the graphic image you want to use, select the image file and click Open. GruntWorxDrake Software Support - Single Sign On. 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 completed return and select the forms that should be included in the PDF for e-signing. 15260: Drake Portals - Drake Tax Integration - Connect Functionality. The Drake User Account website, Support. The preparer's e-signature is not applied via this process; it is only designed to gather the taxpayers' electronic signatures. 890. Drake offers desktop, web-based and hosted software types. 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. Choose Create under the Create Batch Drake Portals Clients section at the bottom of the window. Select the radio button Sign online via SecureFilePro. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. Modified Date. SecureFilePro. Drake Accounting® Classroom Training - CPE Training. If you need assistance, you can contact Drake Support by phone, email, or chat. Don’t have an account? Upload or Download files here. The Drake Portals Guest Exchange allows you to securely share files with anyone who does not have a Drake Portals account. Clear the option to Launch Adobe after creating a ‘Drake PDF’. A single message is limited to 1000 characters, including spaces. 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 Enterprises, Ltd. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. Type your message in the text field, then click Send. 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. 1 month. PROS. com) with an Administrator or Preparer login. Other videos from the same category. 11340: 706 - Estate Tax Returns FAQs. 14. Don’t have an account? Upload or Download files here. To access Guest Exchange, click on the icon in the SFP pane of Drake Documents. Select Rename Folder or Delete Folder from the. Optional: Password protect. 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. Backup Online to SecureFilePro. 95 per month or $99. Drake Software offers a comprehensive guide to using its portals service, which allows you to share files securely and efficiently with your clients. The feature Add Signature Fields to Any Document is available for all Drake Portals customers. Your site may be accessed anywhere the Internet is available. Pros: Drake is a very affordable tax preparation software that doesn't nickel and dime you for every feature. drakesoftware. 4. com, Drake Portals (a. 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. SecureFilePro provides secure, off-site document storage and file transfer, so customers can remotely send, receive, and sign important. Modified Date. Drake Software offers various platforms for tax preparation, including Drake on the Desktop, Drake Tax, Drake Accounting, and Drake Documents. Select a category below or click. After the PDF is printed, a dialog box displays the client's Drake Portals folders. Your site may be accessed anywhere the Internet is available. Every Drake Portals package, including the 14-day free trial, has access to all Drake Portals features (Files, Profile, Checklist, Questionnaires, Signatures, and, Payment). Drake Tax has 89 reviews and a rating of 3. Password protect — Protect your clients’ documents. From the 2018 reviews of professional tax preparation systems. The Drake e-Sign Online process requires the purchase of e-Sign Events. 2 months. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or mailing returns and other documents to clients when they need a copy. New 18325: Save or Save and Apply All Button Grayed Out (DAS) New 18324: 2023. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. 18 Broadcast - Annual Filing Season Program, Earn Your Record of Completion for 2024. It rapidly grew from a family tax practice into a national brand by providing tax professionals with. There are two supported authentication code retrieval methods discussed below. 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. 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. It is web-based and works with most browsers and computers. If you need assistance, you can contact Drake Support by phone, email, or chat. File View Returns View/Print Tax Returns - Enhanced View Sign Online via SecureFilePro Drake eSignature is integrated into SFP and allows your 1040 clients to review and sign. Taxpayers can download the mobile app from the Google Play Store and the Apple App Store. 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. 10 months. Enter your email address and password to sign in. Settings are saved automatically. 98 / 5 stars vs TurboTax Business which has 240 reviews and a rating of 4. 1 month. . You can further increase the security of your account by using an authenticator app, such as Google Authenticator. Preparer – Receiving a File. "Drake's securefilepro is a disaster. How long is the trial period? The free trial is 14 days from the date you sign up. com 1 2 Awards 3 Support 4 Tax Solutions 5 GruntWorx 6 Tax Diagnostic Tools 7 Drake Accounting 8 Client Communications 9 SecureFilePro 10Software employs federal and state programmers, administrative Business Tools 11 Drake Hosted 12 Making the Switch 13 Keeping You. Drake Software offers a comprehensive guide to using its portals service, which allows you to share files securely and efficiently with your clients. Shipping Address is the same as the Billing Address. Cons: The biggest drawback for Drake is the esignature process through Drake Portals. The client will: Navigate to your Drake Portals website and locate the Guest Exchange panel: Click Upload. com Domain Personalize your portal real estate for easy client recognition by choosing a unique SecureFilePro. 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. . You can also print to a real printer at this step if desired. A copy of the document appears in the client's From Preparer folder. It rapidly grew from a family tax practice into a national brand by providing tax professionals with. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. Create an access code with either the last four of the client’s ID number or. 11727: 1040. Pros: Drake is a very affordable tax preparation software that doesn't nickel and dime you for every feature. com-subdomain website for exchanging tax documents, communicating with clients, collecting signatures and payments, and more. 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. Send a file to multiple recipients by entering multiple. Yes, SecureFilePro TM now has a mobile app. Your site may be accessed anywhere the Internet is available. Click Manual code to set up the app with a code. K1 x129. 1 month. More information is available on the Drake Portals page. 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. Drake Portal Orders. 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. Over the next several months, Drake Software will be transitioning to a single sign-on (SSO) model for accessing Drake websites and applications. View the status of e-Sign Events through Signatures. Browse to the graphic image you want to use, select the image file and click Open. At the top, click Create New Exchange. The preparer's e-signature is not applied via this process; it is only designed to gather the taxpayers' electronic signatures. When the free trial period expires, you will have 30 days to upgrade to a paid subscription before your account is terminated. Files you download through your browser are saved to your browser's default location, unless you select another location. 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”). See why professional preparers vote Drake #1 year after year. To a first time user of the software, it can seem extremely complex. 2 months. 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. 11574: Online Filing (OLF) Help for Taxpayers. 2. Client – Receiving a File. 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. From the Products menu, select Drake Portals. Flexible storage – Drake Portals comes with 5 GB of file transfer space for all plans. 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. securefilepro. 10. Click Print. See below for steps on deleting backups that are stored in Drake Portals. SecureFileProTM provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. 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. 17923: Drake Portals - SecureFilePro Mobile App for Taxpayers. Backup Online to SecureFilePro. com (also known as the Drake Software Support website or Drake Account), was migrated to the new single sign-on process. Expand Advanced Settings. Click the eSign button. Select settings: Verify the time. Custom subdomain – <yourbusinessname>. Drake Tax has 89 reviews and a rating of 3. Drake Tax cloud backup – You can now also use Drake Portals to back up your Drake Tax files. Cons: The biggest drawback for Drake is the esignature process through Drake Portals. . Set Number of Weeks to Keep. This will load the client creation window. Access all your Drake products and services with one login. If you want to configure MFA through an Authenticator App, you can do so using the Drake User Manager (see Related Links below). GruntWorxClick 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). Right-click and select Create New Folder. Right-click and select Create New Folder. Simply select . Click Submit. If they’re not set up, see Related Links below for instructions on client setup. 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). Bill a client through Payment. 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. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. 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. Included in Drake Portals. A song that uses Artificial Intelligence to clone the voices of Drake and The Weeknd has gone viral on social media. com Referral Program - DIY Online Tax Preparation FAQs. Loading; Loading the requested domain. An email will be sent to verify your identity when you log in from a new device. The APK has been available since December 2022. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. Drake Tax: Best value for preparing 30 or fewer individual and business returns. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Direct transfer of images or documents captured on the Drake Portals client’s mobile device. Email Footer - Click edit to customize the text that appears at the bottom of all emails sent to clients from Drake Portals. Click the link SecureFilePro eSign Information. Under the From Preparer section, click the Upload icon. New 18328: 2023. Loading; Loading the requested domain. 98 / 5 stars vs MyTAXPrepOffice which has 103 reviews and a rating of 4. If your account is terminated for failing to upgrade to a paid subscription, the subdomain you chose will be recycled. . Create an access code with either the last four of the client’s ID number or. Don’t have an account? Upload or Download files here. Tax professionals will be able to accept credit card payments remotely, collect e-signatures from clients who can’t make it into the office, and send and receive instant messages with SecureFilePro. To a first time user of the software, it can seem extremely complex. 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. W2 x103. On the Home window of Drake, select Setup > Printing > Printer Setup. See why professional preparers vote Drake #1 year after year. Click Manual code to set up the app with a code. Drake recommends using Drake Portals – SecureFilePro TM to securely send and receive sensitive data instead. The APK has been available since December 2022. Object moved to here. Browse to the graphic image you want to use, select the image file and click Open. In Drake Tax, the option is available in the Backup and Restore dialog box. Notifications. View the completed return and select the pages that should be included in the eSignature PDF. Drake Portals is a web-based service that lets you create a secure website on the SecureFilePro. Go to Tools > File Maintenance > Backup. Because Drake Accounting is the hub of all payroll activity, those using Drake Accounting must accept or invoke this synchronization (or “sync”). Many options and can take time to learn navigation. More information is available on the Drake Portals page. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. We uncover the newest industry insight on tax prep fees in our latest infographic blog post! Drake Software surveyed over 1000 tax preparers to discover their accepted payment methods, anticipated charges per form, pricing approach, and plans to modify fees. 1 month. See Related Links below for details. 2023-11-09 V5. If your account is terminated for failing to upgrade to a paid subscription, the subdomain you chose will be recycled. New 18320: 2023. Preparer – Receiving a File. 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. "Sent From" Email. Linking Drake & SecureFilePro Follow these instructions to link your copy of Drake Tax to your SecureFilePro portal account. To offer your customers the ability to sign documents remotely, check out Drake E-Sign – Online. It greatly reduces paper handling and storage needs for paper documents. 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. Click Submit. Under the Actions column, click the icon and choose Delete Client. New 18313: 2023. Javascript must be enabled for the correct page display• The 2013 Drake Software User’s Manual in electronic format. 17730: 1040 - K1P Box 20 Code AG. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. 95 per year, per 25 GB. Custom subdomain – <yourbusinessname>. The Drake e-Sign Online process requires the purchase of e-Sign Events. The following items may prevent signatures from being uploaded or help you troubleshoot taxpayer failed signatures. Select the radio button Sign online via Drake Portals TM . From the Products menu, select Drake Portals. SecureFilePro has a. 10. Manage EFINs - See KB 11426 for details. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. Check Send to cloud storage. Expand Advanced Settings. While tax clients have always been able to access the web-based client portal from a browser, they can now download the SecureFilePro. 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. 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. Quick, informative videos to learn all about Drake Software, including software setup, practice management tools, bank products, e-filing and many more topics. Click the Bill button to send the bill amount to the taxpayer. Drag and drop file transfer from Drake Portals clients to Drake Documents. 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. 12109: Enterprise Office Manager (EOM) 2 years. The cloud-based SecureFilePro platform earned the highest rating in for Client Portals. Email is a less secure way to send and receive taxpayer information. 524. Javascript must be enabled for the correct page displayProcessor. To send a message to your client, first check if they’re set up to use Drake Portals. You have four ways to send or receive files: Preparer – Sending a File. Guest Exchange. 15844: Hide Return Notes. 12511: Drake Software Status Page (Website) 2 months. Modified Date. 1099R x42. New 10888: Contacting Drake Support. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money. SecureFilePro is a cloud-based service that allows you to exchange files with your clients securely and conveniently. Send a file to multiple recipients by entering multiple. com Referral Program - DIY Online Tax Preparation FAQs. You can view and change these settings though the Drake Tax integration (continue below) or in the Drake Portals website (see Related Links). To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. Seamless integration with Drake Tax Software. g. 1 month. Enter a Name in the Name field. Modified Date. And that is where SecureFilePro from Drake Software is a critical technology for accounting and other financial services firms. The setup window opens: Click Enable Automatic Backup. 11507: Form 843 - Claim for Refund and Request for Abatement. 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. 15626: EU General Data Protection Regulation Law - Drake Portals and Drake Websites. With a signature pad, you can let clients use a digital signature quickly on each. Definition and Software Setup. Expand Advanced Settings. The responses also. Select the Form & Schedule Options tab. At the top, click Create New Exchange. Select a date from the calendar control that appears when you click the Uploaded on or before field. SecureFilePro. Skip to main content Site Map. 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. Select your client and then click on the Messenger tab. GruntWorx Drake Software Support - Single Sign On. Email. Select the radio button Sign online via SecureFilePro. Copy files to CD — Copy Drake Documents files directly to a CD. Click the eSign button. About this app. 14. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. Drake Accounting® Classroom Training - CPE Training. Loading; Loading the requested domain. Drake Portal Orders Sign up for a SecureFilePro Account 2023-11-09 V5. Drake Portals - Firm/Preparer Multi-Factor Authentication (MFA) 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. It is web-based and works with most browsers and computers. 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. SecureFilePro provides access to the SecureFilePro functions through the four SFP tabs: Files Tab; Connect Tab; Messenger Tab; Signatures Tab; Files Tab. In the last 30 days, the app was downloaded about 470 times. 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. Credit & Debit Card Processing – Give clients more payment options. 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. Browse to the graphic image you want to use, select the image file and click Open. Bill a client through Payment. 11. View the completed return and select the pages that should be included in the eSignature PDF. DrakeSoftware. 8020 > DrakeSoftware. A single message is limited to 1000 characters, including spaces. Click the link eSign Information. Drake Tax; Practice Management; Tax Packages; Hosting Solution; Web-based Solutions. 14454: State, AMT, and Book Depreciation Amounts Not Updating from Prior Year. 1099R x42. Drake Portals - SecureFilePro. 10. Click the link SecureFilePro eSign Information. Don’t have an account? Upload or Download files here.