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. The preparer's e-signature is not applied via this process; it is only designed to gather the taxpayers' electronic signatures. If you are a Drake Software customer, you can access your. New 13370: State. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. Pros: Drake is a very affordable tax preparation software that doesn't nickel and dime you for every feature. CPE Training x42. . 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. 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. Click Change Logo. Clearing this option applies to all documents you print with the Drake PDF printer. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. Select Rename Folder or Delete Folder from the. If you do not have any eSignature Events available for use, the radio button will be grayed out. See why professional preparers vote Drake #1 year after year. Try it for free or choose from different plans and pricing options. Expand Advanced Settings. Skip to main content Site Map. Preparer – Receiving a File. " "If there is a problem that arises they fix it asap. Click the link SecureFilePro eSign Information. Shortcut keys and macros simplify data entry and reduce keystrokes. Select Options from the drop list. The app will display a six-digit code. as those in Drake Tax. 4 GB or more. 11. Drake provides the tools and support tax professionals need to build their businesses and attract new clients. 10 months. The selected tab’s tree view is presented in the left-hand panel. If your account is terminated for failing to upgrade to a paid subscription, the subdomain you chose will be recycled. 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. 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®. Right-click and select Create New Folder. 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. New 16175: Drake Accounting Manual (DAS) 2 weeks. 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. Clients and taxpayers that use Drake Portals are. 2 years. Recover PasswordIn 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. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. Log in to the Drake Software Support website. Browse to the graphic image you want to use, select the image file and click Open. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. On the Connect tab, enter the bill amount. Included in Drake Portals. 10088: 1040 - K1 Code Data Entry. In the Drake Portals pane, click on the Files tab and open the folder Documents to Preparer. If you do not have any eSignature Events available for use, the radio button will be grayed out. Drake Tax, part of Drake Software, is well suited for small to mid-sized accounting firms that process a high number of individual and business returns. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. Some features, such as Drake e-Sign Online, are only available for use by Drake Tax customers. From the Messenger tab of Drake Portals, you can:. Go to Tools > File Maintenance > Backup. The client will: Navigate to your Drake Portals website and locate the Guest Exchange panel: Click Upload. Open Drake Documents and go to Settings > Clients tab > New Client (s) button. Drake E-Sign – Online. Select the radio button Sign online via SecureFilePro. VDOMDHTMLe>Document Moved. 0. To use SFP eSign: First, purchase eSignature events. "Sent From" Email. 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. Click Change Logo. 11727: 1040. . Drake Portals (SecureFilePro TM) Note: This change only affects Drake Portals administrator and preparer accounts. Click the link SecureFilePro eSign Information. In the last 30 days, the app was downloaded about 470 times. At the top, click Create New Exchange. Select your client and then click on the Messenger tab. CONS. Drake Tax vs MyTAXPrepOffice. Select your client and then click on the Messenger tab. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. Included in Drake Portals. In the New Exchange window, enter the following items: Recipient (s) Email Address. On the New Exchange window, complete the. Select settings: Verify the time. To download a file, open Drake Documents and locate the client in the left tree menu. An email will be sent to verify your identity when you log in from a new device. Click the Bill button to send the bill amount to the taxpayer. Browse to the graphic image you want to use, select the image file and click Open. Click Manual code to set up the app with a code. ScheduleC x39. 11665: 1065 - Entering Partner Capital Accounts. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. See Related Links below for details. Choose from App Generation or Text Message Authentication below. This will load the client creation window. It is extremely slow and very difficult for users to use. . View the status of e-Sign Events through Signatures. Flexible storage – Drake Portals comes with 5 GB of file transfer space for all plans. 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. Bill a client through Payment. 14454: State, AMT, and Book Depreciation Amounts Not Updating from Prior Year. Cons: The biggest drawback for Drake is the esignature process through Drake Portals. You can view and change these settings though the Drake Tax integration (continue below) or in the Drake Portals website (see Related Links). ScheduleE x34. Calculation results and full return view just a click away. To access Guest Exchange, click on the icon in the SFP pane of Drake Documents. 524. Yes, SecureFilePro TM now has a mobile app. 1 month. Over the next several months, Drake Software will be transitioning to a single sign-on (SSO) model for accessing Drake websites and applications. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. New 18313: 2023. Drake Tax from Drake Software is well-suited for small to mid-sized accounting firms that process both individual and business taxes. Don’t have an account? Upload or Download files here. Many options and can take time to learn navigation. 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. Browse to the graphic image you want to use, select the image file and click Open. 14454: State, AMT, and Book Depreciation Amounts Not Updating from Prior Year. 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. Choose from App Generation or Text Message Authentication below. 10523: Shipment Letter for Drake Software Release. 1 month. 9500 Webinars at DrakeSoftware. 2023-08-14 V5. Sign InSelect File > View; the "EF Selector" dialog opens. 16381: Drake Portals - Employee and Client Settings. See why professional preparers vote Drake #1 year after year. 1 week. 10671: Drake Tax - Software User's Manual. 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. . Bill a client through Payment. Before you first use Guest Exchange, you must turn it on to make it accessible to you and to your clients. Create an access code with either the last four of the client’s ID number or. Educate Yourself on Tax Law Changes. If they’re not set up, see Related Links below for instructions on client setup. 95 per year, per 25 GB. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. 2 GB or more of available hard drive space. . This setting is found in Drake Documents > Setup > SFP Settings > Employees tab. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money. 95 per year, per 25 GB. Guests can send and receive files without going through a portal. Select the radio button Sign online via SecureFilePro. The Drake Portals Pane displays in the lower right. 1 month. 5 Stars. 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. Your site may be accessed anywhere the Internet is available. com), cloud. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. Preparer – Receiving a File. . 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. com; Use custom ; Activation Link Expiration; Under Notifications. Every Drake Portals package, including the 14-day free. The Drake User Account website, Support. Customize emails to customers, including logos, text and footer. Menu. The APK has been available since December 2022. 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 also print to a real printer at this step if desired. Select the menu at the top right and choose Guest Exchange. . 9500 | Webinars at DrakeSoftware. 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. New 18313: 2023. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. The Drake e-Sign Online process requires the purchase of e-Sign Events. 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. Save the PDF of the return. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Javascript must be enabled for the correct page displayProcessor. 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. Other videos from the same category. Use Logo on Emails "Sent From" Email. Click the eSign button. 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. Click Manual code to set up the app with a code. 11727: 1040. 2 months. Click Submit. 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. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. On the New Exchange window, complete the. 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. CPE Training x42. We would love to talk more about how Drake Portals and the SecureFilePro app can streamline tax season for you and your client base. 2019 Rating – 4. SecureFilePro. Account:How long is the trial period? The free trial is 14 days from the date you sign up. Enter a memo note, if desired. (Requires a Drake Portals (SecureFilePro) account, plus additional fee for e. 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. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. Click Print. This document may be found here. If you want to configure MFA through an Authenticator App, you can do so using the Drake User Manager (see Related Links below). If your account is terminated for failing to upgrade to a paid subscription, the subdomain you chose will be recycled. In order to upload a new file to the Outgoing Files section, follow the steps below: Log into Drake Portals. 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. Learn the basics of Drake Software products with these short instructional videos. . DrakeSoftware. Preparer – Receiving a File. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. 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. The app will display a six-digit code. 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. E-file Password - Manage your Drake e-filing password from within the Drake Support website. Open Drake Documents and go to Settings > Clients tab > New Client (s) button. The feature Add Signature Fields to Any Document is available for all Drake Portals customers. Browse to the graphic image you want to use, select the image file and click Open. Educate Yourself on Tax Law Changes. 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 >. Serial Numbers - Access your current and prior. Comparisons. Yes, SecureFilePro TM now has a mobile app. Account Tab. It is web-based and works with most browsers and computers. To a first time user of the software, it can seem extremely complex. To access Guest Exchange, click on the icon in the SFP pane of Drake Documents. Create, organize and find documents, without ever needing a paper copy. SecureFilePro is considered an add-on and is purchased separately from Drake Tax. See why professional preparers vote Drake #1 year after year. The client will: Navigate to your Drake Portals website and locate the Guest Exchange panel: Click Upload. View the completed return and select the forms that should be included in the PDF for e-signing. 1 month. Popular Articles : Title: 13325: Return Due Dates and Deadlines. Click Change Logo. It's currently not in the top ranks. 2023-08-14 V5. Monitor. W2 x103. " "If there is a problem that arises they fix it asap. Drake Tax. Select your client and then click on the Messenger tab. Settings are saved automatically. Type your message in the text field, then click Send. Because Drake Accounting is the hub of all payroll activity, those using Drake Accounting must accept or invoke this synchronization (or “sync”). Download SecureFilePro and enjoy it on your iPhone, iPad and iPod touch. Drake Portal users access the Preparer portal site by logging in to their Drake Portals website (InsertYourSiteName. Loading; Loading the requested domain. Recommended System Requirements • Windows 7, 8 or 10 Professional 64-bit • 2. 1 month. Upload. Learn how to access, manage, and customize your portals account, as well as troubleshoot common issues and questions. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. 1 month. 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. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. SecureFilePro is considered an add-on and is purchased separately from Drake Tax. There are lots of video tutorials and an nice set of help. " This app is only designed for taxpayers to login and use; not for the firm or tax preparers. 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. The Drake Portals Guest Exchange allows you to securely share files with anyone who does not have a Drake Portals account. From the Products menu, select Drake Portals. The following items may prevent signatures from being uploaded or help you troubleshoot taxpayer failed signatures. Direct transfer of images or documents captured on the Drake Portals client’s mobile device. 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. 4. Click Configure Automatic Backups. Enter the New folder name and click OK. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. 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. Password Recovery. At the top, click Create New Exchange. 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. Click Manual code to set up the app with a code. 11. Second, sign with eSignature events. At the top, click Create New Exchange. Drake Portals - 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. From this section, the taxpayer will click on Pay and. 1 month. Click the link SecureFilePro eSign Information. Select your client and then click on the Messenger tab. PROS. 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. 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. 524. This desk reference is a. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. 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. If you do not have any eSignature Events available for use, the radio button will be grayed out. 1 month. If you do not have any eSignature Events available for use, the radio button will be grayed out. 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. 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. 11. On the Connect tab, enter the bill amount. 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. See below for steps on deleting backups that are stored in Drake Portals. Pricing options. Email Footer - Click edit to customize the text that appears at the bottom of all emails sent to clients from Drake Portals. Client – Receiving a File. In the New Exchange window, enter the following items: Recipient (s) Email Address. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928Under the Two-Factor Authentication section, choose App. Copy files to CD — Copy Drake Documents files directly to a CD. 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. 98 / 5 stars vs MyTAXPrepOffice which has 103 reviews and a rating of 4. SecureFileProTM provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. k. Select the relevant report such as Client List (All Clients). Password protect — Protect your clients’ documents. There are two supported authentication code retrieval methods discussed below. GruntWorxDrake Software Support - Single Sign On. SecureFilePro has a. See KB 10436 or details. Drake Tax: Best value for preparing 30 or fewer individual and business returns. Title: Classroom Training CPE Author: Drake Software Created Date:Thu Nov 16 2023 - 4:35:12 PM4. If they’re not set up, see Related Links below for instructions on client setup. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. Free marketing – Digital and print marketing available to help you grow your business. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. 1 month. com. 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. It is web-based and works with most browsers and computers. 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:. Drake Software. Select Firm Management. The last update of the app was on September 28, 2023. 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. . Backup Online to SecureFilePro. Home; Products. 15260: Drake Portals - Drake Tax Integration - Connect Functionality. Click Change Logo. a. When using SFP eSign, remember: The SFP eSign process is different than using a Signature Pad to e-sign. Modified Date. Files you download through your browser are saved to your browser's default location, unless you select another location. Software Purchase Assistance – Purchase Drake Tax with $0 up-front. Choose the client type from the drop list and then click Edit. When they log in to their Drake Portals Account, they click on Payment on the left. com (also known as the Drake Software Support website or Drake Account), was migrated to the new single sign-on process. Click Change Logo. 890. Drake Tax has 89 reviews and a rating of 3. To offer your customers the ability to sign documents remotely, check out Drake E-Sign – Online. In the Login Information section of the Preparer Setup, select the checkbox to the right of Enable Multi-Factor Authentication (MFA). All users must purchase e-sign events in order to sign online. 15844: Hide Return Notes. More information is available on the Drake Portals page. 95 per month or $99. 10. 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. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. This 2023 Drake tax software review looks at the features that make up this accounting software. It rapidly grew from a family tax practice into a national brand by providing tax professionals with. Browse to the graphic image you want to use, select the image file and click Open. Sending organizers is easier than ever, thanks to Drake Software’s SecureFilePro option, and Drake Tax produces professional letters with just a couple mouse clicks. Drake 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. From the 2018 reviews of professional tax preparation systems. Custom subdomain – <yourbusinessname>. In order to upload a new file to the Outgoing Files section, follow the steps below: Log into Drake Portals. W2 x103. ScheduleA. Sales: (800) 890-9500 Sign In. It also allows for hardware add-ons, such as a barcode scanner or signature pad. 1099R x42. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money. Drake Tax cloud backup – You can now also use Drake Portals to back up your Drake Tax files. It is extremely slow and very difficult for users to use. Double-click on the preparer or select the preparer and click Edit Preparer. Use default no-reply@securefilepro. When using SFP eSign, remember: The SFP eSign process is different than using a Signature Pad to e-sign. 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. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. A copy of the document appears in the client's From Preparer folder. New 18325: Save or Save and Apply All Button Grayed Out (DAS) New 18324: 2023. Add custom instructions to emails sent to the selected type of client. We invite Drake Portals (SecureFilePro) customers to share this video with taxpayers to promote secure communications with taxpayers. Under Email. View the completed return and select the pages that should be included in the eSignature PDF. Compliments of Drake Software 828.