Preparer – Receiving a File. SFP clients can send SecureFilePro domain name change requests from Drake Portals Settings in Drake Documents. com-subdomain website for exchanging tax documents, communicating with clients, collecting signatures and payments, and more. DrakePortals provides tax professionals a Drake Tax®-integrated, SecureFilePro. 16381: Drake Portals - Employee and Client Settings. SecureFilePro is considered an add-on and is purchased separately from Drake Tax. If you need assistance,. 6 months. Below are some of the things you can do within the Working Cabinet. From the Products menu, select Drake Portals. 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. 1 year. Right-click and select Create New Folder. Receive email the first time. 02 Broadcast - Catch our Drake Accounting® Classroom Training! CPE TrainingDrake Software | 800. A confirmation dialog will ask if you would like to enable MFA. Yes, SecureFilePro TM now has a mobile app. Backup Online to SecureFilePro. Send a file to multiple recipients by entering multiple. . SecureFilePro. . The administrator can change this selection by clicking Edit. On the New Exchange window, complete the. Linking Drake & SecureFilePro Follow these instructions to link your copy of Drake Tax to your SecureFilePro portal account. ). Enter a Name in the Name field. com domain where you and your clients can exchange confidential tax documents safely and conveniently. Click Yes to enable or No to return to the Preparer Setup screen. Select the relevant report such as Client List (All Clients). Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. 1 year. 10088: 1040 - K1 Code Data Entry. Technology. 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. " "If there is a problem that arises they fix it asap. 11665: 1065 - Entering Partner Capital Accounts. Included in Drake Portals. Copy files to CD — Copy Drake Documents files directly to a CD. ". 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. 98 / 5 stars vs MyTAXPrepOffice which has 103 reviews and a rating of 4. k. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-99282017 Rating – 4. The Drake Portals Guest Exchange allows you to securely share files with anyone who does not have a Drake Portals account. 06. 10088: 1040 - K1 Code Data Entry. If you prefer a hard copy, you can print one from the CD or order one directly from Drake for $25 (plus tax, shipping, and handling). Click the eSign button. . Credit & Debit Card Processing – Give clients more payment options. Click Configure Automatic Backups. SecureFilePro. Software Purchase Assistance – Purchase Drake Tax with $0 up-front. Yes, SecureFilePro TM now has a mobile app. (“Drake Software”) Billing and Payment Policy for SecureFilePro™ All payments for SecureFilePro™ services are due before delivery of service. Calculation results and full return view just a click away. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Search for "SecureFilePro. No SecureFilePro Found Message. Modified Date. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. 13187: 706 - Line 1 is Blank. Manage EFINs - See KB 11426 for details. SECUREFILEPRO SecureFileProTM, an HTTPS file-sharing site, allows you to send and receive documents on your own secure WebFrom the Messenger tab of Drake Portals, you can:. Additional space is available at $9. Lacerte: Best for complex returns, such as consolidations. If you need assistance renewing Drake Tax, please call our Accounting team at (828) 349-5900. . Click on any tab. The software verifies individuals are at least 18 years old prior to uploading signable documents to Drake Portals. 11. A song that uses Artificial Intelligence to clone the voices of Drake and The Weeknd has gone viral on social media. Set Number of Weeks to Keep. • The portal provides you with a secure way to exchange confidential. Click here for more information. 10671: Drake Tax - Software User's Manual. Browse to the graphic image you want to use, select the image file and click Open. Choose Create under the Create Batch Drake Portals Clients section at the bottom of the window. Seamless integration with Drake Tax Software. See Related Links below for details. The Drake Portals Pane displays in the lower right. An email will be sent to verify your identity when you log in from a new device. 18 Broadcast - Annual Filing Season Program, Earn Your Record of Completion for 2024. Drake Tax has 89 reviews and a rating of 3. Notifications. 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. Under the Actions column, click the icon and choose Delete Client. Shipping Address * Shipping Address (cont. Title: Classroom Training CPE Author: Drake Software Created Date:Thu Nov 16 2023 - 4:35:12 PM4. 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. Follow the app specific steps to activate the app. Account Tab. Enter your email address and password to sign in. This desk reference is a. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. Send a file to multiple recipients by entering multiple. 11727: 1040. Click Print. Drake Accounting Drake Portals (SecureFilePro) provides secure file exchange for your practice, so you and your client can exchange tax documents securely and conveniently. 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. This video demonstrates portal basics to the end user, including logging in, sharing files, and account settings. 59 / 5 stars. Calculation results and full return view just a click away. 1 month. To rename or delete the folder, select it in the Drake Portals pane and right click. 13 Broadcast - NEW! Drake Accounting® Classroom. Password protect — Protect your clients’ documents. Providers must login to e-services and navigate to the e-file Application. Drake Portals on the SecureFileProTM domain provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. the option, go to Drake Documents > Setup > SFP Settings > Connect Features tab > check the Sign Forms option. Review. The following items may prevent signatures from being uploaded or help you troubleshoot taxpayer failed signatures. DrakeEducation. See KB 10436 or details. Open Drake Documents and go to Settings > Clients tab > New Client (s) button. Shortcut keys and macros simplify data entry and reduce keystrokes. To send a message to your client, first check if they’re set up to use Drake Portals. 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. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. 2 months. Firm Management. 11574: Online Filing (OLF) Help for Taxpayers. Set file expiration dates and customize default expiration dates. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. GruntWorx Drake Software Support - Single Sign On. 5 GHz or faster multi-core processor (Intel Core i5 or equivalent) RAM. 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. Sign up for a SecureFilePro Account. 7. Drake eSignature is integrated into SFP and allows your 1040 clients to review and sign tax documents on their mobile devices or computers. 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. Click the link SecureFilePro eSign Information. 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. Use Logo on Emails "Sent From" Email. 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. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. 0: NEW Live Webinar with DrakeCPE New 15719: Email Setup - Google Two-Step Verification and App PasswordDrake Portal Orders. When using SFP eSign, remember: The SFP eSign process is different than using a Signature Pad to e-sign. 95 per month or $99. 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. The app will display a six-digit code. Drake provides the tools and support tax professionals need to build their businesses and attract new clients. We invite Drake Portals (SecureFilePro) customers to share this video with taxpayers to promote secure communications with taxpayers. 14. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. K1 Entries. Seamless integration with Drake Tax Software. . 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. Preparer – Receiving a File. With the move to a single-sign on model, your entire account is protected with multi-factor authentication by default. New 17009: Update a Client From Prior Year (DAS21 and Future) New 14862: e-Filing Reject - IND-116-01. You can send the customer documents via Drake Portals (SecureFilePro), and the customer can sign them on their mobile device or computer. SecureFilePro. 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. Access all your Drake products and services with one login. Drake Software. SecureFilePro is considered an add-on and is purchased separately from Drake Tax. 1 month. View the completed return and select the pages that should be included in the eSignature PDF. The app will display a six-digit code. Called Heart On My Sleeve, the track simulates. Optional: Password protect. Modified Date. Drake Software offers various platforms for tax preparation, including Drake on the Desktop, Drake Tax, Drake Accounting, and Drake Documents. Expand Advanced Settings. Drake Software | 800. You can view and change these settings though the Drake Tax integration (continue below) or in the Drake Portals website (see Related Links). Click Upload File (s). Check the pros & cons to see if the pricing plans are worth it. Enter your email address and password to sign in. Set Number of Weeks to Keep. Javascript must be enabled for the correct page displayProcessor. In the New Exchange window, enter the following items: Recipient (s) Email Address. Drake Tax; Practice Management; Tax Packages; Hosting Solution; Web-based Solutions. 11. . 00 out of 5 stars, based on 11 ratings. Drake Software Support - Single Sign On. Clients and taxpayers that use Drake Portals are. 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. There are two supported authentication code retrieval methods discussed below. See why professional preparers vote Drake #1 year after year. Drake also. If you email documents to your clients, Drake Software recommends you password-protect the documents. 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. Drake Tax. Access all your Drake products and services with one login. Create an access code with either the last four of the client’s ID number or. Select the (F8) Edit Printer Settings tab. com [email protected] the Drake Portals website, follow these steps: Click on your username and choose Account Settings. 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. Custom subdomain – <yourbusinessname>. Under Email. com. To download a file, open Drake Documents and locate the client in the left tree menu. 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. Included in Drake Portals. 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. Click Submit. Go to Tools > File Maintenance > Backup. 12511: Drake Software Status Page (Website) 2 months. The Drake e-Sign Online process requires the purchase of e-Sign Events. Log in to the Drake Software Support website. Click on your username and then select Guest Exchange. Log in to the Drake Software Support website. 11. . It is web-based and works with most browsers and computers. The following items may prevent signatures from being uploaded or help you troubleshoot taxpayer failed signatures. 8020 > DrakeSoftware. Cons: The biggest drawback for Drake is the esignature process through Drake Portals. To rename or delete the folder, select it in the Drake Portals pane and right click. PROS. Select your client and then click on the Messenger tab. Guest Exchange. Drake's cloud software also offers high levels of security and quick deployment since it is deployed over the internet. To rename or delete the folder, select it in the Drake Portals pane and right click. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. 2 months. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. If you want to configure MFA through an Authenticator App, you can do so using the Drake User Manager (see Related Links below). Taxpayers can download the mobile app from the Google Play Store and the Apple App Store. Backup Online to SecureFilePro. 14308: Drake Portals - Making, Storing, Restoring, and Deleting Backups. Select Firm Management. After a taxpayer has set up their password for their Drake Portals account, they have the option to enable Two-Factor Authentication. 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. 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. You’ll save money by using less paper and toner, and by cutting the staff time. It is web-based and works with most browsers and computers. Loading; Loading the requested domain. Check Send to cloud storage. internet access (e. Select the file to be uploaded and click Open. It rapidly grew from a family tax practice into a national brand by providing tax professionals with. Documents can only be signed via Drake Portals if enough e-Sign Events have been purchased and are available. 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. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928New 18328: 2023. 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. Documents can only be signed via Drake Portals if enough e-Sign Events have been purchased and are available. 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. Enter a Name in the Name field. 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. 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. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. Click 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). Aside from locally installed software, a Drake product requiring an Internet connection also won its category. 10671: Drake Tax - Software User's Manual. Try it for free or choose from different plans and pricing options. 5 months. SecureFilePro is a cloud-based service that allows you to exchange files with your clients securely and conveniently. Download SecureFilePro and enjoy it on your iPhone, iPad, and iPod touch. Learn how to customize your firm’s Drake Portals (SecureFilePro) account settings, including the custom web address, subscription status, notification options, and more. Second, sign with eSignature events. Click Configure Automatic Backups. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. Select the radio button Sign online via SecureFilePro. The General Data Protection Regulation (GDPR), a regulation in European Union (EU) law, is a new set of rules that changes the way personal data of individuals inside the European Economic Area (EEA) can be collected and processed. Drake Portal Orders. 16562: Drake Portals - Firm/Preparer Multi-Factor Authentication (MFA) 1 year. 95 per month or $99. This is also the form in the viewing panel. The free trial is 14 days from the date you sign up. Click Change Logo. Yes, SecureFilePro TM now has a mobile app. Drake eSignature is integrated into SFP and allows your 1040 clients to review and sign tax documents on their mobile devices or computers. Select the relevant report such as Client List (All Clients). Fixed Asset Manager : Title: Modified DateOn the Files tab in the Drake Portals pane, select the destination folder. Enter a Name in the Name field. Type your message in the text field, then click Send. ProConnect Tax Online: Best for QuickBooks Online ProAdvisors. 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 completed return and select the pages that should be included in the eSignature PDF. 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. Custom subdomain – <yourbusinessname>. Definition and Software Setup. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. From the Products menu, select Drake Portals. 14454: State, AMT, and Book Depreciation Amounts Not Updating from Prior Year. Customize emails to customers, including logos, text and footer. Upload. 890. The last update of the app was on September 28, 2023. After the PDF is printed, a dialog box displays the client's Drake Portals folders. 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. 14454: State, AMT, and Book Depreciation Amounts Not Updating from Prior Year. 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. Flexible storage – Drake Portals comes with 5 GB of file transfer space for all plans. This desk reference is a. Other videos from the same category Follow these. Customize emails to customers, including logos, text and footer. Modified Date. 11727: 1040. While tax clients have always been able to access the web-based client portal from a browser, they can now download the SecureFilePro. 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. The following items may prevent signatures from being uploaded or help you troubleshoot taxpayer failed signatures. 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. 14. We would love to talk more about how Drake Portals and the SecureFilePro app can streamline tax season for you and your client base. A copy of the document appears in the client's From Preparer folder. Drag and drop file transfer from Drake Portals clients to Drake Documents. 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 portalDrake Software | 800. Drake Software offers a comprehensive guide to using its portals service, which allows you to share files securely and efficiently with your clients. Click Manual code to set up the app with a code. sk8monroe , 04/11/2023. com (also known as the Drake Software Support website or Drake Account), was migrated to the new single sign-on process. Email. You have four ways to send or receive files: Preparer – Sending a File. It's rated 4. Go to Tools > File Maintenance > Backup. Once the two-factor authentication has been enabled, the taxpayer. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. Price range: The desktop version is between $345 and $1,625. Click “Add/Delete URL” and proceed as instructed. SecureFilePro provides access to the SecureFilePro functions through the four SFP tabs: Files Tab; Connect Tab; Messenger Tab; Signatures Tab; Files Tab. 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. Pricing options. The feature Add Signature Fields to Any Document is available for all Drake Portals customers. Clear the option to Launch Adobe after creating a ‘Drake PDF’. When the free trial period expires, you will have 30 days to upgrade to a paid subscription before your account is terminated. An email will be sent to verify your identity when you log in from a new device. Loading; Loading the requested domain. If they’re not set up, see Related Links below for instructions on client setup. Select settings: Verify the time. 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. SecureFilePro has a. 15626: EU General Data Protection Regulation Law - Drake Portals and Drake Websites. To offer your customers the ability to sign documents remotely, check out Drake E-Sign – Online. The upload screen is displayed: Complete all informational fields as needed. There are four tabs on the Drake Portals - SecureFilePro™ Guest Exchange. “Single sign-on” allows users to sign in to multiple accounts with one set of credentials. 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. See why professional preparers vote Drake #1 year after year. Click the link SecureFilePro eSign Information. . You can further increase the security of your account by using an authenticator app, such as Google Authenticator. 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. For example, choose Documents from Preparer. In the last 30 days, the app was downloaded about 470 times. The upload screen is displayed: Complete all informational fields as needed. Bill a client through Payment. 10523: Shipment Letter for Drake Software Release. In the New Exchange window, enter the following items: Recipient (s) Email Address. Follow the app specific steps to activate the app. The Drake e-Sign Online process requires the purchase of e-Sign Events. To send a message to your client, first check if they’re set up to use Drake Portals. Type your message in the text field, then click Send. A copy of the document appears in the client's From Preparer folder. 9500 Webinars at DrakeSoftware. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary.