If you need assistance renewing Drake Tax, please call our Accounting team at (828) 349-5900. 1 week. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. Drake Portal Orders. It rapidly grew from a family tax practice into a national brand by providing tax professionals with. Choose from App Generation or Text Message Authentication below. You can easily manage your SecureFilePro employee accounts right inside 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. 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. More information is available on the Drake Portals page. 2. Enter the New folder name and click OK. Click here for more information. com-subdomain website for exchanging tax documents, communicating with clients, collecting signatures and payments, and more. The Drake Portals Guest Exchange allows you to securely share files with anyone who does not have a Drake Portals account. 14308: Drake Portals - Making, Storing, Restoring, and Deleting Backups. On the Files tab in the Drake Portals pane, select the destination folder. From the selection window, choose the files you wish to download together in a batch and select Download. The "View/Print Tax Return" dialog opens. View the completed return and select the pages that should be included in the eSignature PDF. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928Ryan Norton Friday, October 07, 2022. Every Drake Portals package, including the 14-day free trial, has access to all Drake Portals features (Files, Profile, Checklist, Questionnaires, Signatures, and, Payment). 4 GB or more. 2 months. Click Print. 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. SecureFilePro has a. com; Seamless integration with Drake Tax Software; Set file expiration dates and customize default expiration dates; Customize emails to customers, including logos, text and footer; Guests can send and receive files without going through a portalVideos. Clients and taxpayers that use Drake Portals are. 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. SecureFilePro. . New 18325: Save or Save and Apply All Button Grayed Out (DAS) New 18324: 2023. Many options and can take time to learn navigation. Drake Portals (SecureFilePro TM) Note: This change only affects Drake Portals administrator and preparer accounts. New 18313: 2023. Bill a client through Payment. This will load the client creation window. com, onlineefdb. 13355: Federal Forms - Drake e-Sign (in-Person or Online) 1 year. Once the two-factor authentication has been enabled, the taxpayer. ScheduleA. Account:How long is the trial period? The free trial is 14 days from the date you sign up. 17694: Schedule K1 - Box 21 (Drake21) 2 months. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. Popular Tags. There are lots of video tutorials and an nice set of help. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. 11340: 706 - Estate Tax Returns FAQs. This video demonstrates portal basics to the end user, including logging in, sharing files, and account settings. Price range: The desktop version is between $345 and $1,625. Drake Tax. 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. Modified Date. Software Purchase Assistance – Purchase Drake Tax with $0 up-front. Enter a Name in the Name field. Click Select to browse for the file (s) to be uploaded. The Report Manager window opens. 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. TaxAct Professional: Best value for preparing unlimited returns. 14454: State, AMT, and Book Depreciation Amounts Not Updating from Prior Year. Email. Don’t have an account? Upload or Download files here. 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 Home page, expand the Clients section. 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. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. View the status of e-Sign Events through Signatures. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Firm Management. Clearing this option applies to all documents you print with the Drake PDF printer. 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®. New 18320: 2023. In Drake Tax, the option is available in the Backup and Restore dialog box. Click Change Logo. Click Manual code to set up the app with a code. To a first time user of the software, it can seem extremely complex. 17730: 1040 - K1P Box 20 Code AG. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. 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. Email. In the New Exchange window, enter the following items: Recipient (s) Email Address. The Drake Portals Pane displays in the lower right. Drake Tax; Practice Management; Tax Packages; Hosting Solution; Web-based Solutions. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. You’ll save money by using less paper and toner, and by cutting the staff time. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928Click 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). Access all your Drake products and services with one login. Enter a memo note, if desired. Taxpayers can download the mobile app from the Google Play Store and the Apple App Store. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. The following items may prevent signatures from being uploaded or help you troubleshoot taxpayer failed signatures. Title. Once the two-factor authentication has been enabled, the taxpayer. The speed you need – Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money. Additional space is available at $9. The setup window opens: Click Enable Automatic Backup. ) Shipping City * Shipping State *. Learn how to access, manage, and customize your portals account, as well as troubleshoot common issues and questions. Enter your email address and password to sign in. When using SFP eSign, remember: The SFP eSign process is different than using a Signature Pad to e-sign. If you do not have any eSignature Events available for use, the radio button will be grayed out. Backup Online to SecureFilePro. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money. 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) 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. You can further increase the security of your account by using an authenticator app, such as Google Authenticator. 2019 Rating – 4. While tax clients have always been able to access the web-based client portal from a browser, they can now download the. You can also use. Notifications. Click Change Logo. Direct transfer of images or documents captured on the Drake Portals client’s mobile device. 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. When using SFP eSign, remember: The SFP eSign process is different than using a Signature Pad to e-sign. 17730: 1040 - K1P Box 20 Code AG. Log in to Drake Portals. Create an access code with either the last four of the client’s ID number or. 10523: Shipment Letter for Drake Software Release. The app will display a six-digit code. 1 year. Drag and drop file transfer from Drake Portals clients to Drake Documents. To offer your customers the ability to sign documents remotely, check out Drake E-Sign – Online. Use Logo on Emails "Sent From" Email. Download SecureFilePro and enjoy it on your iPhone, iPad, and iPod touch. The administrator can change this selection by clicking Edit. Select the radio button Sign online via Drake Portals TM . 524. In order to upload a new file to the Outgoing Files section, follow the steps below: Log into Drake Portals. When using the automatic backup feature of saving custom backups, Drake Tax clients who want to store their files at an off-site location can now back up their files to SecureFilePro. 1 year. 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. To send a message to your client, first check if they’re set up to use Drake Portals. See why professional preparers vote Drake #1 year after year. 5 GHz or faster multi-core processor (Intel Core i5 or equivalent) RAM. Seamless integration with Drake Tax Software. . 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. An email will be sent to verify your identity when you log in from a new device. Expand Advanced Settings. The upload screen is displayed: Complete all informational fields as needed. 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. Videos. The Drake e-Sign Online process requires the purchase of e-Sign Events. Password. Create an access code with either the last four of the client’s ID number or. 15260: Drake Portals - Drake Tax Integration - Connect Functionality. Documents can only be signed via Drake Portals if enough e-Sign Events have been purchased and are available. Enter a Name in the Name field. From the 2018 reviews of professional tax preparation systems. g. Modified Date. A single message is limited to 1000 characters, including spaces. The deadline to comply with GDPR was May 25, 2018. 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. 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 >. Send a file to multiple recipients by entering multiple. Pros: Drake is a very affordable tax preparation software that doesn't nickel and dime you for every feature. 5 years. Enter your email address and password to sign in. 12109: Enterprise Office Manager (EOM) 2 years. It is web-based and works with most browsers and computers. If you do not have any eSignature Events available for use, the radio button will be grayed out. It is web-based and works with most browsers and computers. SecureFilePro has a. Aside from locally installed software, a Drake product requiring an Internet connection also won its category. Enter your Drake Portals Username and Password in the Drake Portals Pane, and then click Login. Search for " SecureFilePro. 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. Right-click and select Create New Folder. Because Drake Accounting is the hub of all payroll activity, those using Drake Accounting must accept or invoke this synchronization (or “sync”). Automatic data flow from federal return to state and city returns, with override options. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. Serial Numbers - Access your current and prior. W2 x103. ). This 2023 Drake tax software review looks at the features that make up this accounting software. com. New 15218: Installing Drake Accounting (DAS) New 16181: TX - Generating Texas Franchise Reports. Click the eSign button. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. 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. Don’t have an account? Upload or Download files here. 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. . There are two supported authentication code retrieval methods discussed below. 11. Select the radio button Sign online via SecureFilePro. SecureFilePro is ideal for users who prefer paperless options, and the LookBack feature lets you view the prior year’s tax return data. Drake Tax will now allow Form 4562 imports, and the new optional multi-factor authentication can help tax professionals better secure their accounts. SecureFilePro provides access to the SecureFilePro functions through the four SFP tabs: Files Tab; Connect Tab; Messenger Tab; Signatures Tab; Files Tab. Use Logo on Emails. Account Tab. Upload from Drake Tax: Whenever you print to Drake Documents with the Drake PDF printer, select the Upload to Client's Portal (Upload to SecureFilePro TM in Drake19 and prior) option to upload the selected documents to the client's Drake Portals folder. See Related Links below for details. ProSeries Professional: Best overall professional tax preparation software. 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. ScheduleE x34. Many options and can take time to learn navigation. 12109: Enterprise Office Manager (EOM) 2 years. Drake Portal Orders Sign up for a SecureFilePro Account 2023-11-09 V5. Hire remote preparers: QuickCloud Hosting can turn Drake Tax into cloud software starting at $25 per user, per month,. Free marketing – Digital and print marketing available to help you grow your business. Download SecureFilePro and enjoy it on your iPhone, iPad and iPod touch. Browse to the graphic image you want to use, select the image file and click Open. 13 Broadcast - NEW! Drake Accounting® Classroom. Select return (s) to view and click View. 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. Drake E-Sign Online is integrated with Drake Tax and works along with Drake Portals SecureFilePro. The Drake e-Sign Online process requires the purchase of e-Sign Events. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928 Under the Two-Factor Authentication section, choose App. Under Email. New 18323: Multi-Site Account Maintenance. Drake Tax has 89 reviews and a rating of 3. Solid-state (SSD) hard drives can enhance system performance. Click Submit. 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. More information is available on the Drake Portals page. Drake Tax from Drake Software is well-suited for small to mid-sized accounting firms that process both individual and business taxes. Click the Bill button to send the bill amount to the taxpayer. 12511: Drake Software Status Page (Website) 2 months. Choose Create under the Create Batch Drake Portals Clients section at the bottom of the window. Click Add to upload additional files (optional). 1 month. 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. CONS. The selected tab’s tree view is presented in the left-hand panel. 1 month. 95 per month or $99. 98 / 5 stars vs MyTAXPrepOffice which has 103 reviews and a rating of 4. In the last 30 days, the app was downloaded about 470 times. This setting is found in Drake Documents > Setup > SFP Settings > Employees tab. Drake's secure cloud-hosted environment is the best option for independent tax preparers and small tax firms since it gives access to ready-made services and software. If you email documents to your clients, Drake Software recommends you password-protect the documents. Send a file to multiple recipients by entering multiple. Client – Receiving a File. Flexible storage – Drake Portals comes with 5 GB of file transfer space for all plans. Drake Software | 800. 11507: Form 843 - Claim for Refund and Request for Abatement. The Report Manager window opens. Select Options from the drop list. To a first time user of the software, it can seem extremely complex. Browse to the graphic image you want to use, select the image file and click Open. Sign up for a SecureFilePro Account. New 16175: Drake Accounting Manual (DAS) 2 weeks. 5 months. Select the radio button Sign online via Drake Portals TM . Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. Select the radio button Sign online via SecureFilePro. Comparisons. 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:. It's currently not in the top ranks. 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. If you do not have any eSignature Events available for use, the radio button will be grayed out. 2023-11-09 V5. How long is the trial period? The free trial is 14 days from the date you sign up. 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 >. Direct transfer of images or documents captured on the Drake Portals client’s mobile device. If you do not have any eSignature Events available for use, the radio button will be grayed out. You have four ways to send or receive files: Preparer – Sending a File. Enterprise Office Manager. 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 Software requires a third party email account from an online provider to send email to any address other than DrakeSoftware. Choose from App Generation or Text Message Authentication below. SecureFilePro is a cloud-based service that allows you to exchange files with your clients securely and conveniently. "Drake's securefilepro is a disaster. Our. 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. Click Print. 12109: Enterprise Office Manager (EOM) 2 years. Drake Portal Orders. Drake Accounting® Classroom Training - CPE Training. Save the PDF of the return. To send a message to your client, first check if they’re set up to use Drake Portals. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. . DrakeEducation. View the completed return and select the pages that should be included in the eSignature PDF. Drake Tax has 89 reviews and a rating of 3. 7. Select settings: Verify the time. A confirmation dialog will ask if you would like to enable MFA. Below are some of the things you can do within the Working Cabinet. Account:After a taxpayer has set up their password for their Drake Portals account, they have the option to enable Two-Factor Authentication. In order to upload a new file to the Outgoing Files section, follow the steps below: Log into Drake Portals. You have four ways to send or receive files: Preparer – Sending a File. At the top, click Create New Exchange. The feature Add Signature Fields to Any Document is available for all Drake Portals customers. ProConnect Tax Online: Best for QuickBooks Online ProAdvisors. Don’t have an account? Upload or Download files here. 11507: Form 843 - Claim for Refund and Request for Abatement. New 10888: Contacting Drake Support. 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. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. Javascript mus22t be enabled for the correct page displayDrake Software Blog Team - November 16, 2023. Access all your Drake products and services with one login. When the free trial period expires, you will have 30 days to upgrade to a paid subscription before your account is terminated. Client – Sending a File. A single message is limited to 1000 characters, including spaces. com; Use custom ; Activation Link Expiration; Under Notifications. To use SFP eSign: First, purchase eSignature events. Definition and Software Setup. 18 Broadcast - Annual Filing Season Program, Earn Your Record of Completion for 2024. 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. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. 9500 Webinars at DrakeSoftware. Yes, SecureFilePro TM now has a mobile app. Click the link SecureFilePro eSign Information. An email will be sent to verify your identity when you log in from a new device. Learn how to customize your firm’s Drake Portals (SecureFilePro) account settings, including the custom web address, subscription status, notification options, and more. . Price range: The desktop version is between $345 and $1,625. Select a date from the calendar control that appears when you click the Uploaded on or before field. See Related Links below for details. Select Rename Folder or Delete Folder from the. After a taxpayer has set up their password for their Drake Portals account, they have the option to enable Two-Factor Authentication. Select the relevant report such as Client List (All Clients). Title. You can send the customer documents via Drake Portals (SecureFilePro), and the customer can sign them on their mobile device or computer. 03 / 5 stars. In the Drake Portals pane, click on the Files tab and open the folder Documents to Preparer. com (also known as the Drake Software Support website or Drake Account), was migrated to the new single sign-on process. Client – Sending a File. 11. You can also print to a real printer at this step if desired. In the last 30 days, the app was downloaded about 470 times. 1 month. For example, choose Documents from Preparer. New 18320: 2023. 15626: EU General Data Protection Regulation Law - Drake Portals and Drake Websites. Click the eSign button. The last update of the app was on September 28, 2023. Follow these instructions to link your copy of Drake Software to your SecureFilePro portal account. com [email protected] speed you need – Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. com domain where you and your clients can exchange confidential tax documents safely and conveniently. DrakeSoftware. Drake runs quickly and covers our needs for tax preparation. Educate Yourself on Tax Law Changes. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Offsite Backup Back up your critical client data files to a secure server using the integrated Drake Portals backup option in Drake Tax. 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. under the Guest Exchange and complete the displayed page. A copy of the document appears in the client's From Preparer folder. Drake Software Support - Single Sign On. Flexible storage – Drake Portals comes with 5 GB of file transfer space for all plans. Modified Date. 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. Drake Tax offers several tax package. 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. Home; Products. The Drake User Account website, Support. Choose the client type from the drop list and then click Edit. Clients and taxpayers that use Drake Portals are. A single message is limited to 1000 characters, including spaces. • The portal provides you with a secure way to exchange confidential. This setting is found in Drake Documents > Setup > SFP Settings > Employees tab. Password Recovery. Check Send to cloud storage. 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. Drake Portals (SecureFilePro TM) Note: This change only affects Drake Portals administrator and preparer accounts. 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. 11727: 1040. 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. Click the eSign button. 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. Direct transfer of images or documents captured on the Drake Portals client’s mobile device. 2. Drake Portals - SecureFilePro. 1 month. Taxpayers can download the mobile app from the Google Play Store and the Apple App Store. 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. "This app is only designed for taxpayers to login and use; not for the firm or tax preparers. And that is where SecureFilePro from Drake Software is a critical technology for accounting and other financial services firms.