More information is available on the Drake Portals page. Choose from App Generation or Text Message Authentication below. This is also the form in the viewing panel. 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). For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. Cons: The biggest drawback for Drake is the esignature process through Drake Portals. 12109: Enterprise Office Manager (EOM) 2 years. 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. ScheduleE x34. Having a convenient list of commonly accessed tax information can make it easier to weather the hectic pace of filing season. Below are some of the things you can do within the Working Cabinet. 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 eSignature is integrated into SFP and allows your 1040 clients to review and sign tax documents on their mobile devices or computers. Click Select to browse for the file (s) to be uploaded. Copy files to CD — Copy Drake Documents files directly to a CD. 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. 16381: Drake Portals - Employee and Client Settings. 9500 Webinars at DrakeSoftware. 13187: 706 - Line 1 is Blank. Type your message in the text field, then click Send. Click Print. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. All subscriptions to the SecureFilePro™ service are subject to Automated Recurring Billing (ARB), by credit card, for purposes of renewal and continuation of service. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. . At the top, click Create New Exchange. For more information, see the Drake Portals page and Related. Drake Tax has 89 reviews and a rating of 3. Open Drake Documents and go to Settings > Clients tab > New Client (s) button. Follow the app specific steps to activate the app. The Report Manager window opens. 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. Search for " SecureFilePro. The preparer's e-signature is not applied via this process; it is only designed to gather the taxpayers' electronic signatures. Select the radio button Sign online via SecureFilePro. Linking Drake & SecureFilePro Follow these instructions to link your copy of Drake Tax to your SecureFilePro portal account. . From the Form 8879 bank account options drop list at the bottom left select the option you need. Select the radio button Sign online via SecureFilePro. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928 Under the Two-Factor Authentication section, choose App. To download a file, open Drake Documents and locate the client in the left tree menu. You can further increase the security of your account by using an authenticator app, such as Google Authenticator. 11. g. In Drake Tax, the option is available in the Backup and Restore dialog box. It is web-based and works with most browsers and computers. 03 Broadcast - SECURE Act 2. To rename or delete the folder, select it in the Drake Portals pane and right click. It is web-based and works with most browsers and computers. The client will receive a notification email that a bill has been sent. Enter a Name in the Name field. For example, choose Documents from Preparer. The Drake e-Sign Online process requires the purchase of e-Sign Events. 14. Modified Date. Linking Drake & SecureFilePro Follow these instructions to link your copy of Drake Tax to your SecureFilePro portal account. 15844: Hide Return Notes. Most other software charges you extra for additional states. Many options and can take time to learn navigation. 1 year. Drake's cloud software also offers high levels of security and quick deployment since it is deployed over the internet. a. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. Account:After a taxpayer has set up their password for their Drake Portals account, they have the option to enable Two-Factor Authentication. Select a category below or click. 5 months. DrakeEducation. SecureFilePro has a. com, onlineefdb. Preparer – Receiving a File. Access all your Drake products and services with one login. Settings are saved automatically. 1040. To send a message to your client, first check if they’re set up to use Drake Portals. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. We are always happy to hear from you at (800). Drake Portals (SecureFilePro) is a secure file exchange tool for tax professionals and their clients, as well as a payment solution and a card processing program. 15626: EU General Data Protection Regulation Law - Drake Portals and Drake Websites. 11340: 706 - Estate Tax Returns FAQs. When they log in to their Drake Portals Account, they click on Payment on the left. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. Log in to the Drake Software Support website. To make life a little easier for you, we produce a desk reference guide containing items ranging from due diligence requirements to MACRS recovery periods every year. Browse to the graphic image you want to use, select the image file and click Open. This desk reference is a. Object moved to here. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. There are lots of video tutorials and an nice set of help. Browse to the graphic image you want to use, select the image file and click Open. Browse to the graphic image you want to use, select the image file and click Open. 11574: Online Filing (OLF) Help for Taxpayers. The software scans the clients chosen and then displays the Organizer/Proforma – Print Options window. 1 month. Sign up for a SecureFilePro Account. Flexible storage – Drake Portals comes with 5 GB of file transfer space for all plans. drakezero. Drake Software offers various platforms for tax preparation, including Drake on the Desktop, Drake Tax, Drake Accounting, and Drake Documents. 2 months. 98 / 5 stars vs MyTAXPrepOffice which has 103 reviews and a rating of 4. When the free trial period expires, you will have 30 days to upgrade to a paid subscription before your account is terminated. Object Moved. On the Connect tab, enter the bill amount. Sign up for a SecureFilePro Account. Use Logo on Emails "Sent From" Email. Select the Form & Schedule Options tab. Technology. 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. Under Email. New 18313: 2023. 14315: Organizers - New Client Blank Fillable Organizer. 26 Broadcast - Drake In Depth: Self-Employment and Rental Income - CPE Training New 18312: 2023. (“Drake Software”) Billing and Payment Policy for SecureFilePro™ All payments for SecureFilePro™ services are due before delivery of service. Modified Date. Click Add to upload additional files (optional). 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. Drake Portal users access the Preparer portal site by logging in to their Drake Portals website (InsertYourSiteName. The Drake User Account website, Support. 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”). On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Other videos from the same category Follow these. 1 month. To use SFP eSign: First, purchase eSignature events. 6 star 14 reviews 10K+ Downloads Everyone info Install About this app arrow_forward SecureFileProTM provides a secure client file exchange, allowing. 4 GB or more. After downloading SecureFilePro ® on Google Play or the Apple App Store, clients can simply login with the email address they use to access their client portal. In order to upload a new file to the Outgoing Files section, follow the steps below: Log into Drake Portals. Follow the app specific steps to activate the app. 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. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money. Popular Tags. 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. sk8monroe , 04/11/2023. Additional space is available at $9. View the status of e-Sign Events through Signatures. Click Change Logo. You can view and change these settings though the Drake Tax integration (continue below) or in the Drake Portals website (see Related Links). Client – Sending a File. 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 >. 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. The Drake Portals Guest Exchange allows you to securely share files with anyone who does not have a Drake Portals account. 1 month. To a first time user of the software, it can seem extremely complex. 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. E-file Password - Manage your Drake e-filing password from within the Drake Support website. New 15218: Installing Drake Accounting (DAS) New 16181: TX - Generating Texas Franchise Reports. . Drake Tax offers two platforms: A desktop version and a web-hosted version called Drake Tax in the Cloud. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. 15626: EU General Data Protection Regulation Law - Drake Portals and Drake Websites. "Drake's securefilepro is a disaster. Sign up for a SecureFilePro Account. 16562: Drake Portals - Firm/Preparer Multi-Factor Authentication (MFA) 1 year. Read reviews, compare customer ratings, see screenshots and learn more about SecureFilePro. When using SFP eSign, remember: The SFP eSign process is different than using a Signature Pad to e-sign. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. ScheduleA. DrakePortals provides tax professionals a Drake Tax®-integrated, SecureFilePro. . . Click Yes to enable or No to return to the Preparer Setup screen. 11340: 706 - Estate Tax Returns FAQs. The client will: Navigate to your Drake Portals website and locate the Guest Exchange panel: Click Upload. 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:. You can upload documents directly from Drake Tax to a secure portal and even send and receive messages instantly. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Right-click and select Create New Folder. When the free trial period expires, you will have 30 days to upgrade to a paid subscription before your account is terminated. 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. 12109: Enterprise Office Manager (EOM) 2 years. Click Change Logo. Use default no-reply@securefilepro. For more information, see the developer’s. In order to upload a new file to the Outgoing Files section, follow the steps below: Log into Drake Portals. 95 per month or $99. The feature Add Signature Fields to Any Document is available for all Drake Portals customers. 03 / 5 stars. 98 / 5 stars vs ProSeries Tax which has 152 reviews and a rating of 4. From the Messenger tab of Drake Portals, you can:. View the completed return and select the pages that should be included in the eSignature PDF. Other videos from the same category. If you do not have any eSignature Events available for use, the radio button will be grayed out. 10088: 1040 - K1 Code Data Entry. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. Drake Accounting Drake Portals (SecureFilePro) provides secure file exchange for your practice, so you and your client can exchange tax documents securely and conveniently. In the New Exchange window, enter the following items: Recipient (s) Email Address. View the status of e-Sign Events through Signatures. Custom branded with your company name, logo and a custom web address. PROS. Click Print. New 17009: Update a Client From Prior Year (DAS21 and Future) New 14862: e-Filing Reject - IND-116-01. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. Follow these instructions to link your copy of Drake Software to your SecureFilePro portal account. See below for steps on deleting backups that are stored in Drake Portals. under the Guest Exchange and complete the displayed page. 11727: 1040. If you need assistance, you can contact Drake Support by phone, email, or chat. . 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. Loading; Loading the requested domain. Click on your username and then select Guest Exchange. All users must purchase e-sign events in order to sign online. It greatly reduces paper handling and storage needs for paper documents. On the Files tab in the Drake Portals pane, select the destination folder. Make sure Manually Sync is. If you need assistance renewing Drake Tax, please call our Accounting team at (828) 349-5900. If accessing your Drake Portals client documents via the Drake Portals Pane in Drake Documents, follow these steps:Backup Online to SecureFilePro. In the Drake Portals pane, click on the Files tab and open the folder Documents to Preparer. Email Footer - Click edit to customize the text that appears at the bottom of all emails sent to clients from Drake Portals. K1 Entries. Click the link SecureFilePro eSign Information. 2023-11-09 V5. To manually sync records, complete the following: 1. 1 month. 1 month. An email will be sent to verify your identity when you log in from a new device. Drake Portals - SecureFilePro. To send a message to your client, first check if they’re set up to use Drake Portals. 11727: 1040. See Related Links below for details. Select Rename Folder or Delete Folder from the. 2 months. Hard drive. 15765: Using Drake Portals (SecureFilePro™) in Drake Accounting® (DAS) 2 months: 15699: Trial Software & Activation (DAS) 2 months: 15230: Configure Bitdefender to Allow Drake Accounting Files (DAS) 2 months: 15229: Configure Webroot to Allow Drake Accounting Files (DAS) 2 months:Drake Software is a top-tier provider of professional tax preparation software. Cons: The biggest drawback for Drake is the esignature process through Drake Portals. Select the radio button Sign online via Drake Portals TM . On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. com, Drake Portals (a. Related Links. 5 Stars. Skip to main content Site Map. Quick, informative videos to learn all about Drake Software, including software setup, practice management tools, bank products, e-filing and many more topics. On the Home page, expand the Clients section. An email will be sent to verify your identity when you log in from a new device. securefilepro. Drake Portal Orders Sign up for a SecureFilePro Account 2023-11-09 V5. Calculation results and full return view just a click away. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money. 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. 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. Shipping Address is the same as the Billing Address. Shipping ZIP * -10847: Form 9325 After IRS Acceptance - Notifying the Taxpayer. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. 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. Direct transfer of images or documents captured on the Drake Portals client’s mobile device. Monitor. See why professional preparers vote Drake #1 year after year. Enter your email address and password to sign in. 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. 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. View the completed return and select the pages that should be included in the eSignature PDF. Click Upload File (s). Receive email the first time. Upload from Drake Tax: Whenever you print to Drake Documents with the Drake PDF printer, select the. com Referral Program - DIY Online Tax Preparation FAQs. If you do not have any e-Sign Events available for use, the radio button will be grayed out. . Customize emails to customers, including logos, text and footer. Pros: Drake is a very affordable tax preparation software that doesn't nickel and dime you for every feature. Drake runs quickly and covers our needs for tax preparation. Click the eSign button. Drake Portals is a web-based service that lets you create a secure website on the SecureFilePro. VDOMDHTMLe>Document Moved. Modified Date. 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. Drake Portals - SecureFilePro. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Password protect — Protect your clients’ documents. If they’re not set up, see Related Links below for instructions on client setup. A single message is limited to 1000 characters, including spaces. A single message is limited to 1000 characters, including spaces. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. 11592: 1120S - M-2 versus Retained Earnings. Documents can only be signed via Drake Portals if enough e-Sign Events have been purchased and are available. 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. SFP clients can send SecureFilePro domain name change requests from Drake Portals Settings in Drake Documents. Select Firm Management. New 16175: Drake Accounting Manual (DAS) New 15170: 1040 - Printing a Bank Check. Drake Software offers a comprehensive guide to using its portals service, which allows you to share files securely and efficiently with your clients. Click the link eSign Information. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. Select the radio button Sign online via SecureFilePro. Check Send to cloud storage. . Expand Advanced Settings. 5 GHz or faster multi-core processor (Intel Core i5 or equivalent) RAM. com-subdomain website for exchanging tax documents, communicating with clients, collecting signatures and payments, and more. 1099R x42. 11574: Online Filing (OLF) Help for Taxpayers. 5. com Domain Personalize your portal real estate for easy client recognition by choosing a unique SecureFilePro. com subdomain: <yourbusinessname>. Password Recovery. 9500 | Webinars at DrakeSoftware. com), cloud. 95 per month or $99. Loading; Loading the requested domain. 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. Drake Tax. Check the pros & cons to see if the pricing plans are worth it. In Drake Tax, the option is available in the Backup and Restore dialog box. 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. Click Change Logo. New 10983: Installing Drake Tax New 18321: 2023. Click Change Logo. Enter the New folder name and click OK. About this app. The following items may prevent signatures from being uploaded or help you troubleshoot taxpayer failed signatures. There are four tabs on the SecureFilePro Guest Exchange window. See why professional preparers vote Drake #1 year after year. Customize emails to customers, including logos, text and footer. 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. Account:How long is the trial period? The free trial is 14 days from the date you sign up. 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 Tax vs MyTAXPrepOffice. Drake allows users to store documents of any kind. From the Messenger tab of Drake Portals, you can:. . Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. Among other things, the law can apply to non-EU companies who. 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 >. Review. 95 per year, per 25 GB. Drake Documents is part of Drake Tax, and is well suited for small to mid-sized accounting firms that currently use other Drake Software. 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. 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. com; Use custom ; Activation Link Expiration; Under Notifications. 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 is a complete professional tax preparation program for federal and state returns, business and individual. Thanks to the suite of products Drake offers – like SecureFilePro™, Drake Documents, and Client Write-Up – we are able to provide the best possible service to our clients. 1 month. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. Enterprise Office Manager. 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. 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. File Download. Enter the New folder name and click OK. Click on your username and then select Guest Exchange. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. Set Number of Weeks to Keep. Click Submit. com. 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. SecureFilePro is a business app developed by Drake Software. com Referral Program - DIY Online Tax Preparation FAQs. The last update of the app was on September 28, 2023. Automatic data flow from federal return to state and city returns, with override options. Drag and drop file transfer from Drake Portals clients to Drake Documents. 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. 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 >. 14454: State, AMT, and Book Depreciation Amounts Not Updating from Prior Year. As a company, Drake Software was first marketed in 1977. 2 months. At the top, click Create New Exchange. Menu. 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. To access Guest Exchange, click on the icon in the SFP pane of Drake Documents. 1 month. DrakePortals provides tax professionals a Drake Tax®-integrated, SecureFilePro. Drake Tax cloud backup – You can now also use Drake Portals to back up your Drake Tax files. k. Drake Portals - SecureFilePro. When the free trial period expires, you will have 30 days to upgrade to a paid subscription before your account is terminated. Log in to the Drake Software Support website. 1040. Click Submit. We would love to talk more about how Drake Portals and the SecureFilePro app can streamline tax season for you and your client base. Browse to the graphic image you want to use, select the image file and click Open. Expand Advanced Settings. com domain where you and your clients can exchange confidential tax documents safely and conveniently. Direct transfer of images or documents captured on the Drake Portals client’s mobile device. There are four tabs on the SecureFilePro Guest Exchange window.