Settings are saved automatically. Under the Two-Factor Authentication section, choose App. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-99282017 Rating – 4. Set Number of Weeks to Keep. In Drake Tax, the option is available in the Backup and Restore dialog box. Drake Tax has 89 reviews and a rating of 3. 5 months. 0: NEW Live Webinar with DrakeCPE New 15719: Email Setup - Google Two-Step Verification and App PasswordDrake Portal Orders. Calculation results and full return view just a click away. Seamless integration with Drake Tax Software. Password protect — Protect your clients’ documents. At the top, click Create New Exchange. 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). 4. Type your message in the text field, then click Send. 18 Broadcast - Annual Filing Season Program, Earn Your Record of Completion for 2024. Marketing Pro – Manage your business and your marketing from one digital platform. Email. 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. 98 / 5 stars vs ProSeries Tax which has 152 reviews and a rating of 4. Drake Portals. 1099R x42. From the selection window, choose the files you wish to download together in a batch and select Download. . Drake eSignature is integrated into SFP and allows your 1040 clients to review and sign tax documents on their mobile devices or computers. 17624: Preparing for the Individual DeadlineSecureFilePro is a business app developed by Drake Software. 4. To a first time user of the software, it can seem extremely complex. Drake Tax. This video demonstrates portal basics to the end user, including logging in, sharing files, and account settings. Definition and Software Setup. If they’re not set up, see Related Links below for instructions on client setup. Click Change Logo. 11340: 706 - Estate Tax Returns FAQs. 11391: 709 - Gift Tax Return Overview. Enter a Name in the Name field. It is web-based and works with most browsers and computers. Enter a Name in the Name field. 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. 2 months. When the free trial period expires, you will have 30 days to upgrade to a paid subscription before your account is terminated. Account Tab. 1040. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. SecureFilePro. com Referral Program - DIY Online Tax Preparation FAQs. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Once the two-factor authentication has been enabled, the taxpayer. 26 Broadcast - Drake In Depth: Self-Employment and Rental Income - CPE Training New 18312: 2023. There are four tabs on the SecureFilePro Guest Exchange window. 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. Click on your username and then select Guest Exchange. Don’t have an account? Upload or Download files here. It's rated 4. 12109: Enterprise Office Manager (EOM) 2 years. Documents for a selected client display on the upper right, in the Documents Pane. Automatic data flow from federal return to state and city returns, with override options. Follow the app specific steps to activate the app. Serial Numbers - Access your current and prior. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. This desk reference is a. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. Drake Tax cloud backup – You can now also use Drake Portals to back up your Drake Tax files. 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. Javascript must be enabled for the correct page displayDrake Portals is a web-based product, meaning it can be accessed from the internet without using or purchasing Drake Software. 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. A single message is limited to 1000 characters, including spaces. cloud_upload Upload cloud_download DownloadFor information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. The default settings for each tab set focus to the first form in the list. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. Backup Online to SecureFilePro. An email will be sent to verify your identity when you log in from a new device. To send a message to your client, first check if they’re set up to use Drake Portals. 1 month. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. Don’t have an account? Upload or Download files here. Select the radio button Sign online via SecureFilePro. Double-click on the preparer or select the preparer and click Edit Preparer. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. In the New Exchange window, enter the following items: Recipient (s) Email Address. From this section, the taxpayer will click on Pay and. Included in Drake Portals. If you need assistance,. To rename or delete the folder, select it in the Drake Portals pane and right click. Taxpayers can download the mobile app from the Google Play Store and the Apple App Store. Drake also. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. This will load the client creation window. 11. 2. Click the Bill button to send the bill amount to the taxpayer. (“Drake Software”) Billing and Payment Policy for SecureFilePro™ All payments for SecureFilePro™ services are due before delivery of service. Drake provides the tools and support tax professionals need to build their businesses and attract new clients. Drake Accounting Drake Portals (SecureFilePro) provides secure file exchange for your practice, so you and your client can exchange tax documents securely and conveniently. The client will receive a notification email that a bill has been sent. . To send a message to your client, first check if they’re set up to use Drake Portals. • The portal provides you with a secure way to exchange confidential. Under Email. Type your message in the text field, then click Send. Account Tab. On the Guest Exchange window, choose Create Exchange. com domain where you and your clients can exchange confidential tax documents safely and conveniently. This is also the form in the viewing panel. Drake E-Sign – Online. To a first time user of the software, it can seem extremely complex. Loading; Loading the requested domain. The Report Manager window opens. Firm Management. Log in to Drake Portals. Drake Portals (SecureFilePro TM) Note: This change only affects Drake Portals administrator and preparer accounts. 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. SecureFilePro. ScheduleC x39. Select the relevant report such as Client List (All Clients). 1099R x42. If you do not have any eSignature Events available for use, the radio button will be grayed out. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. Drake Accounting® Classroom Training - CPE Training. New 17009: Update a Client From Prior Year (DAS21 and Future) New 14862: e-Filing Reject - IND-116-01. Go to Tools > File Maintenance > Backup. K1 x129. It is web-based and works with most browsers and computers. 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. The "View/Print Tax Return" dialog opens. Select the radio button Sign online via Drake Portals TM . Price range: The desktop version is between $345 and $1,625. 00 out of 5 stars, based on 11 ratings. 95 per month or $99. 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. Click Update. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money. 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. DrakeSoftware. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. Shipping Address * Shipping Address (cont. 5 months. About this app. Select Rename Folder or Delete Folder from the. Drake runs quickly and covers our needs for tax preparation. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. It is web-based and works with most browsers and computers. Enter a memo note, if desired. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money. Notifications. 17730: 1040 - K1P Box 20 Code AG. Backup Online to SecureFilePro. We are always happy to hear from you at (800). The following items may prevent signatures from being uploaded or help you troubleshoot taxpayer failed signatures. . Eventually, all Drake users will have only. Some features, such as Drake e-Sign Online, are only available for use by Drake Tax customers. Drake Tax from Drake Software is well-suited for small to mid-sized accounting firms that process both individual and business taxes. 14454: State, AMT, and Book Depreciation Amounts Not Updating from Prior Year. No SecureFilePro Found Message. How do I use the Drake e-Sign Online function in Drake Portals - SecureFilePro TM? Starting with Drake17, both current and prior year returns can be signed via Drake e-Sign Online. Price range: The desktop version is between $345 and $1,625. Pros: Drake is a very affordable tax preparation software that doesn't nickel and dime you for every feature. A phone app is available for taxpayers to use as well. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Other videos from the same category Follow these. And that is where SecureFilePro from Drake Software is a critical technology for accounting and other financial services firms. ProConnect Tax Online: Best for QuickBooks Online ProAdvisors. 890. 5 Stars. Object moved to here. " This. Sign up for a SecureFilePro Account. A single message is limited to 1000 characters, including spaces. To rename or delete the folder, select it in the Drake Portals pane and right click. Modified Date. For more information, see the developer’s. Select settings: Verify the time. Client – Receiving a File. Your site may be accessed anywhere the Internet is available. It is web-based and works with most browsers and computers. . Direct transfer of images or documents captured on the Drake Portals client’s mobile device. It greatly reduces paper handling and storage needs for paper documents. It's currently not in the top ranks. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Clear the option to Launch Adobe after creating a ‘Drake PDF’. 9500 | Webinars at DrakeSoftware. 1 month. Select a category below or click. Modified Date. 5 Stars. Educate Yourself on Tax Law Changes. Download SecureFilePro and enjoy it on your iPhone, iPad and iPod touch. To offer your customers the ability to sign documents remotely, check out Drake E-Sign – Online. Click Yes to enable or No to return to the Preparer Setup screen. The feature Add Signature Fields to Any Document is available for all Drake Portals customers. File Download. View the completed return and select the pages that should be included in the eSignature PDF. 10 months. This document may be found here. Select the radio button Sign online via SecureFilePro. Drag and drop file transfer from Drake Portals clients to Drake Documents. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Clients and taxpayers that use Drake Portals are. A confirmation dialog will ask if you would like to enable MFA. Click Upload File (s). The Drake Portals Pane displays in the lower right. ScheduleA. 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. 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. After downloading the app, the taxpayer will enter the email address that is associated with. "Drake's securefilepro is a disaster. Select the menu at the top right and choose Guest Exchange. 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”). New 18323: Multi-Site Account Maintenance. 10. You have four ways to send or receive files: Preparer – Sending a File. Click the link SecureFilePro eSign Information. Expand Advanced Settings. SecureFilePro is a cloud-based service that allows you to exchange files with your clients securely and conveniently. com (also known as the Drake Software Support website or Drake Account), was migrated to the new single sign-on process. GruntWorx Drake Software Support - Single Sign On. It also allows for hardware add-ons, such as a barcode scanner or signature pad. Select the radio button Sign online via SecureFilePro. See why professional preparers vote Drake #1 year after year. In the last 30 days, the app was downloaded about 470 times. Sign up for a SecureFilePro Account. 1 month. At the top, click Create New Exchange. Drake recommends using Drake Portals – SecureFilePro TM to securely send and receive sensitive data instead. 14315: Organizers - New Client Blank Fillable Organizer. Click Add to upload additional files (optional). New 18320: 2023. Username. Enter your email address and password to sign in. If they’re not set up, see Related Links below for instructions on client setup. 1 year. Second, sign with eSignature events. The app will display a six-digit code. If you do not have any eSignature Events available for use, the radio button will be grayed out. Drake Portals - SecureFilePro. 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 >. 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). 06. Client – Receiving a File. The upload screen is displayed: Complete all informational fields as needed. Drag and drop file transfer from Drake Portals clients to Drake Documents. Drake Tax has 89 reviews and a rating of 3. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. com Affiliates (OLF) Title. Popular Tags. Browse to the graphic image you want to use, select the image file and click Open. . Drake Software offers a comprehensive guide to using its portals service, which allows you to share files securely and efficiently with your clients. 6 months. Backup Online to SecureFilePro. From the Products menu, select Drake Portals. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. 14. 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. Download SecureFilePro and enjoy it on your iPhone, iPad, and iPod touch. com [email protected] the Drake Portals website, follow these steps: Click on your username and choose Account Settings. sk8monroe , 04/11/2023. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. 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. Drake Portal Orders Sign up for a SecureFilePro Account 2023-11-09 V5. 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. You can further increase the security of your account by using an authenticator app, such as Google Authenticator. . In Drake Accounting, make the client you want to sync to Portals the active client. Copy files to CD — Copy Drake Documents files directly to a CD. On the Guest Exchange window, choose Create Exchange. 14. Customize emails to customers, including logos, text and footer. Flexible storage – Drake Portals comes with 5 GB of file transfer space for all plans. Enter a Name in the Name field. 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. Client – Receiving a File. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. 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. Solid-state (SSD) hard drives can enhance system performance. The upload screen is displayed: Complete all informational fields as needed. For steps on deleting clients through Drake Tax, see Related Links below. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. Comparisons. On the Home page, expand the Clients section. Create an access code with either the last four of the client’s ID number or. Email Footer - Click edit to customize the text that appears at the bottom of all emails sent to clients from Drake Portals. From the Products menu, select Drake Portals. To do so, follow these steps: Select your username from the Home window of your Drake Portals website. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. 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. You can view and change these settings though the Drake Tax integration (continue below) or in the Drake Portals website (see Related Links). Menu. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. Click the link SecureFilePro eSign Information. 17730: 1040 - K1P Box 20 Code AG. The Drake User Account website, Support. . 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. SecureFilePro provides access to the SecureFilePro functions through the four SFP tabs: Files Tab; Connect Tab; Messenger Tab; Signatures Tab; Files Tab. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. Many options and can take time to learn navigation. com-subdomain website for exchanging tax documents, communicating with clients, collecting signatures and payments, and more. Search for " SecureFilePro. Loading; Loading the requested domain. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. When using SFP eSign, remember: The SFP eSign process is different than using a Signature Pad to e-sign. Lacerte: Best for complex returns, such as consolidations. To use SFP eSign: First, purchase eSignature events. Direct Deposit Information - Update direct deposit info for your add-on fees and Bank Rewards (if you partner with a bank product provider). Javascript must be enabled for the correct page displayLoading; Loading the requested domain. 8020 > DrakeSoftware. Modified Date. ProSeries Professional: Best overall professional tax preparation software. 02 Broadcast - Catch our Drake Accounting® Classroom Training! CPE TrainingGuest Exchange. K1 Entries. Comparisons. . When they log in to their Drake Portals Account, they click on Payment on the left. 10. Drake Portals (SecureFilePro TM) Note: This change only affects Drake Portals administrator and preparer accounts. 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. Set file expiration dates and customize default expiration dates. 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. com (including Web1040 and Drake Zero), and (collectively referred to as the “Sites”) as well as to the associated products and services offered by Drake. 9500 Webinars at DrakeSoftware. You can also print to a real printer at this step if desired. Pricing options. It is web-based and works with most browsers and computers. 95 per year, per 25 GB. 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. Flexible storage – Drake Portals comes with 5 GB of file transfer space for all plans. 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. Under the Actions column, click the icon and choose Delete Client. Compliments of Drake Software 828. Automatic data flow from federal return to state and city returns, with override options. com. A single message is limited to 1000 characters, including spaces. Drake 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. This desk reference is a. 8. k. Follow the app specific steps to activate the app. W2 x103. 6. 2 months: 15028: Organizers - Custom PagesLoading; Loading the requested domain. DrakePortals provides tax professionals a Drake Tax®-integrated, SecureFilePro. Receive email the first time. CONS. Calculation results and full return view just a click away. Send a file to multiple recipients by entering multiple. 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. See why professional preparers vote Drake #1 year after year. Don’t have an account? Upload or Download files here. On the Connect tab, enter the bill amount. If you do not have any e-Sign Events available for use, the radio button will be grayed out. Guest Exchange. 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. 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 free trial is 14 days from the date you sign up. We would love to talk more about how Drake Portals and the SecureFilePro app can streamline tax season for you and your client base. CONS. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. Go to Tools > File Maintenance > Backup. Open Drake Documents and go to Settings > Clients tab > New Client (s) button. In order to upload a new file to the Outgoing Files section, follow the steps below: Log into 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. To rename or delete the folder, select it in the Drake Portals pane and right click. SecureFilePro is a business app developed by Drake Software. The preparer's e-signature is not applied via this process; it is only designed to gather the taxpayers' electronic signatures. Under Email.