Serial Numbers - Access your current and prior. 2 months. In Drake Tax, the option is available in the Backup and Restore dialog box. As a company, Drake Software was first marketed in 1977. Account Tab. If they’re not set up, see Related Links below for instructions on client setup. 10671: Drake Tax - Software User's Manual. See why professional preparers vote Drake #1 year after year. 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:. If your tabs are limited, your account type may be Preparer instead of Admin inside the Employee setup in Drake Portals (not Setup > Preparers in Drake Tax). Shipping ZIP * -10847: Form 9325 After IRS Acceptance - Notifying the Taxpayer. Enter your email address and password to sign in. 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. 4. 10 - Drake22 Updates New 11763: Attachments for e-Filing - General InformationHow 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. 11. Drake Portal Orders. Clear the option to Launch Adobe after creating a ‘Drake PDF’. 9500 | Webinars at DrakeSoftware. To do so, follow these steps: Select your username from the Home window of your Drake Portals website. Other videos from the same category. 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. 1 month. Automatic data flow from federal return to state and city returns, with override options. 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. It's rated 4. Choose from App Generation or Text Message Authentication below. Click the link SecureFilePro eSign Information. If you do not have any eSignature Events available for use, the radio button will be grayed out. Drake Software | 800. 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. The app will display a six-digit code. Access all your Drake products and services with one login. Your site may be accessed anywhere the Internet is available. Many options and can take time to learn navigation. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. Use Logo on Emails "Sent From" Email. Marketing Pro – Manage your business and your marketing from one digital platform. Save the PDF of the return. You can further increase the security of your account by using an authenticator app, such as Google Authenticator. 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. SecureFilePro. Drake runs quickly and covers our needs for tax preparation. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. Second, sign with eSignature events. 1040. The following items may prevent signatures from being uploaded or help you troubleshoot taxpayer failed signatures. You can further increase the security of your account by using an authenticator app, such as Google Authenticator. Direct transfer of images or documents captured on the Drake Portals client’s mobile device. cloud_upload Upload cloud_download DownloadWhether you are an office of one or 100, it’s easy to network Drake Software with a dedicated server or peer-to-peer network. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. New 18320: 2023. You can also use. Guests can send and receive files without going through a portal. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. 524. Modified Date. Shortcut keys and macros simplify data entry and reduce keystrokes. 1 month. 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. Enter a memo note, if desired. 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. Access all your Drake products and services with one login. Click Change Logo. The free trial is 14 days from the date you sign up. A copy of the document appears in the client's From Preparer folder. 13187: 706 - Line 1 is Blank. Drake Documents is part of Drake Tax, and is well suited for small to mid-sized accounting firms that currently use other Drake Software. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. 6. View the completed return and select the pages that should be included in the eSignature PDF. securefilepro. Click Select to browse for the file (s) to be uploaded. Account:After a taxpayer has set up their password for their Drake Portals account, they have the option to enable Two-Factor Authentication. 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. 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. Learn how to access, manage,. How long is the trial period? The free trial is 14 days from the date you sign up. When using SFP eSign, remember: The SFP eSign process is different than using a Signature Pad to e-sign. Click File Maintenance. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. New 10983: Installing Drake Tax New 18321: 2023. To send a message to your client, first check if they’re set up to use Drake Portals. 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. A single message is limited to 1000 characters, including spaces. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928 Under the Two-Factor Authentication section, choose App. Use Logo on Emails "Sent From" Email. More information is available on the Drake Portals page. Click Submit. com) with an Administrator or Preparer login. (Requires a Drake Portals (SecureFilePro) account, plus additional fee for e. On the Guest Exchange window, choose Create Exchange. Most other software charges you extra for additional states. Click the link eSign Information. Go to Tools > File Maintenance > Backup. Below are some of the things you can do within the Working Cabinet. Store your clients’ documents — Scanned documents and copies of your clients’ returns are stored in electronic folders. Drake also. Drake Accounting® Classroom Training - CPE Training. Hard drive. Right-click and select Create New Folder. 00 out of 5 stars, based on 11 ratings. View the completed return and select the pages that should be included in the eSignature PDF. Drake Tax. 13355: Federal Forms - Drake e-Sign (in-Person or Online) 1 year. Your site may be accessed anywhere the Internet is available. Expand Advanced Settings. It is web-based and works with most browsers and computers. From the Products menu, select Drake Portals. 11340: 706 - Estate Tax Returns FAQs. "Sent From" Email. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. 7. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. Popular Articles : Title: 13325: Return Due Dates and Deadlines. Drake Tax. You can also print to a real printer at this step if desired. Drake Software offers a comprehensive guide to using its portals service, which allows you to share files securely and efficiently with your clients. From the selection window, choose the files you wish to download together in a batch and select Download. Drake Portal Orders. This will load the client creation window. 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. 10. 1 month. On the Connect tab, enter the bill amount. 5 months. Click Manual code to set up the app with a code. Browse to the graphic image you want to use, select the image file and click Open. You can easily manage your SecureFilePro employee accounts right inside Drake Documents. If they’re not set up, see Related Links below for instructions on client setup. Yes, SecureFilePro TM now has a mobile app. VDOMDHTMLe>Document Moved. Modified Date. For more information, see the Drake Portals page and Related. Send an email to these Drake Software departments directly, or reach out to us using the contact info at the bottom of your screen. See why professional preparers vote Drake #1 year after year. File Download. If they’re not set up, see Related Links below for instructions on client setup. 6 months. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. 2 months. Drake Portals is a web-based service that lets you create a secure website on the SecureFilePro. SecureFilePro is considered an add-on and is purchased separately from Drake Tax. Definition and Software Setup. 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. 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. In Drake Tax, the option is available in the Backup and Restore dialog box. Technology. 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. 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. . Drake Tax offers two platforms: A desktop version and a web-hosted version called Drake Tax in the Cloud. K1 Entries. 98 / 5 stars vs MyTAXPrepOffice which has 103 reviews and a rating of 4. Drake Tax. Drake Tax has 89 reviews and a rating of 3. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928 View the completed return and select the pages that should be included in the eSignature PDF. Click the link SecureFilePro eSign Information. Drake Tax cloud backup – You can now also use Drake Portals to back up your Drake Tax files. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. 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. 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. SecureFilePro. Drake Software offers a comprehensive guide to using its portals service, which allows you to share files securely and efficiently with your clients. The Drake Portals Pane displays in the lower right. The following items may prevent signatures from being uploaded or help you troubleshoot taxpayer failed signatures. Loading; Loading the requested domain. 1 month. Double-click on the preparer or select the preparer and click Edit Preparer. 11507: Form 843 - Claim for Refund and Request for Abatement. It rapidly grew from a family tax practice into a national brand by providing tax professionals with. Expand Advanced Settings. Drake Software requires a third party email account from an online provider to send email to any address other than DrakeSoftware. Select the radio button Sign online via SecureFilePro. (“Drake Software”) Billing and Payment Policy for SecureFilePro™ All payments for SecureFilePro™ services are due before delivery of service. Aside from locally installed software, a Drake product requiring an Internet connection also won its category. Select your client and then click on the Messenger tab. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. The Drake Portals Guest Exchange allows you to securely share files with anyone who does not have a Drake Portals account. On the New Exchange window, complete the. From the 2018 reviews of professional tax preparation systems. Your site may be accessed anywhere the Internet is available. Drake Tax offers several tax package. Select a category below or click. Cons: The biggest drawback for Drake is the esignature process through Drake Portals. Many options and can take time to learn navigation. The software scans the clients chosen and then displays the Organizer/Proforma – Print Options window. DrakePortals provides tax professionals a Drake Tax®-integrated, SecureFilePro. Some features, such as Drake e-Sign Online, are only available for use by Drake Tax customers. In the New Exchange window, enter the following items: Recipient (s) Email Address. Customize emails to customers, including logos, text and footer. Set Number of Weeks to Keep. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Password protect — Protect your clients’ documents. com domain where you and your clients can exchange confidential tax documents safely and conveniently. internet access (e. Yes, starting in January 2023, Drake Portals now supports gathering electronic signatures for any PDF document; not just those created through Drake Tax. com [email protected] speed you need – Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. Don’t have an account? Upload or Download files here. . Click Manual code to set up the app with a code. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. The client will: Navigate to your Drake Portals website and locate the Guest Exchange panel: Click Upload. 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. Monitor. Click on your username and then select Guest Exchange. . Open Drake Documents and go to Settings > Clients tab > New Client (s) button. Flexible storage – Drake Portals comes with 5 GB of file transfer space for all plans. Customize emails to customers, including logos, text and footer. 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:. Click Add to upload additional files (optional). 11727: 1040. Browse to the graphic image you want to use, select the image file and click Open. Printer Windows GDI (Graphical Device Interface) or HP-compatible laser printer. Drag and drop file transfer from Drake Portals clients to Drake Documents. New 18325: Save or Save and Apply All Button Grayed Out (DAS) New 18324: 2023. 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. 2023-11-09 V5. ProSeries Professional: Best overall professional tax preparation software. 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. 2023-08-14 V5. Click Select to browse for the file (s) to be uploaded. It's rated 4. ". The last update of the app was on September 28, 2023. Custom branded with your company name, logo and a custom web address. Go to Tools > File Maintenance > Backup. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. Click Manual code to set up the app with a code. 7 months. Create an access code with either the last four of the client’s ID number or. Files you download through your browser are saved to your browser's default location, unless you select another location. Yes, SecureFilePro TM now has a mobile app. . 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. Email. View the completed return and select the pages that should be included in the eSignature PDF. At the top, click Create New Exchange. A song that uses Artificial Intelligence to clone the voices of Drake and The Weeknd has gone viral on social media. 1 year. Shortcut keys and macros simplify data entry and reduce keystrokes. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. More information is available on the Drake Portals page. Seamless integration with Drake Tax Software. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928Under the Two-Factor Authentication section, choose App. 14. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. If you do not have any eSignature Events available for use, the radio button will be grayed out. For steps on deleting clients through Drake Tax, see Related Links below. To use SFP eSign: First, purchase eSignature events. See why professional preparers vote Drake #1 year after year. 4. 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. Browse to the graphic image you want to use, select the image file and click Open. drakesoftware. Open Drake Documents and go to Settings > Clients tab > New Client (s) button. To manually sync records, complete the following: 1. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. Click the eSign button. There are two supported authentication code retrieval methods discussed below. Follow the app specific steps to activate the app. Choose Create under the Create Batch Drake Portals Clients section at the bottom of the window. Add custom instructions to emails sent to the selected type of client. Select your client and then click on the Messenger tab. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. Enter the New folder name and click OK. If they’re not set up, see Related Links below for instructions on client setup. Seamless integration with Drake Tax Software. 1040. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. PROS. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money. Settings are saved automatically. In the Drake Portals pane, click on the Files tab and open the folderDocuments to Preparer. To access Guest Exchange, click on the icon in the SFP pane of Drake Documents. If your tabs are limited, your account type may be Preparer instead of Admin inside the Employee setup in Drake Portals (not Setup > Preparers in Drake Tax). The last update of the app was on September 28, 2023. Drake Portal users access the Preparer portal site by logging in to their Drake Portals website (InsertYourSiteName. 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 >. Click the eSign button. Select return (s) to view and click View. Send a file to multiple recipients by entering multiple. On the Home page, expand the Clients section. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. We would love to talk more about how Drake Portals and the SecureFilePro app can streamline tax season for you and your client base. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Title: Classroom Training CPE Author: Drake Software Created Date:Thu Nov 16 2023 - 4:35:12 PM4. 18 Broadcast - Annual Filing Season Program, Earn Your Record of Completion for 2024. Among other things, the law can apply to non-EU companies who. com (also known as the Drake Software Support website or Drake Account), was migrated to the new single sign-on process. Client – Receiving a File. All files are stored as a PDF, so users must print to the included. Select the relevant report such as Client List (All Clients). Choose Create under the Create Batch Drake Portals Clients section at the bottom of the window. Receive email the first time. com Domain Personalize your portal real estate for easy client recognition by choosing a unique SecureFilePro. Select the radio button Sign online via Drake Portals TM . When they log in to their Drake Portals Account, they click on Payment on the left. Drake recommends using Drake Portals – SecureFilePro TM to securely send and receive sensitive data instead. 59 / 5 stars. File Download. Drake Portal Orders. Click the Bill button to send the bill amount to the taxpayer. DrakeSoftware. Documents for a selected client display on the upper right, in the Documents Pane. When the free trial period expires, you will have 30 days to upgrade to a paid subscription before your account is terminated. Select the radio button Sign online via SecureFilePro. 14. The upload screen is displayed: Complete all informational fields as needed. 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). While tax clients have always been able to access the web-based client portal from a browser, they can now download the SecureFilePro. On the Home window of Drake, select Setup > Printing > Printer Setup. Deleting a Batch of Clients:One of the things that Gary attributes to his company’s continuing success is his tax preparation software: “I recommend Drake Tax anytime I get the chance. 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. If your account is terminated for failing to upgrade to a paid subscription, the subdomain you chose will be recycled. There are two supported authentication code retrieval methods discussed below. ". Preparer – Receiving a File. 8. 1 month. Log in to the Drake Software Support website. Select settings: Verify the time. 1 month. Credit & Debit Card Processing – Give clients more payment options. Loading; Loading the requested domain. Use default no-reply@securefilepro. Modified Date. 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 >. com; Use custom ; Activation Link Expiration; Under Notifications. Drake offers desktop, web-based and hosted software types. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. SFP clients can send SecureFilePro domain name change requests from Drake Portals Settings in Drake Documents. 95 per month or $99. Enter your Drake Portals Username and Password in the Drake Portals Pane, and then click Login. drakesoftware. Create an access code with either the last four of the client’s ID number or. Drake allows users to store documents of any kind. 8020 > DrakeSoftware. 5 Stars. A single message is limited to 1000 characters, including spaces. Check Send to cloud storage. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. Drake Tax has 89 reviews and a rating of 3. . 235 East Palmer Street. 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. Modified Date. 11340: 706 - Estate Tax Returns FAQs. Review. The client will receive a notification email that a bill has been sent. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Drake Software. We are always happy to hear from you at (800). Drake Tax has 89 reviews and a rating of 3. Set file expiration dates and customize default expiration dates. Preparer – Receiving a File. 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 the eSign button.