For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. com. New 17009: Update a Client From Prior Year (DAS21 and Future) New 14862: e-Filing Reject - IND-116-01. Drake Accounting is a ground-up rebuild of Drake Software's Accounting/Payroll application using the latest in computer technology. Yes, SecureFilePro TM now has a mobile app. com Affiliates (OLF) Title. k. Modified Date. Drake recommends using Drake Portals – SecureFilePro TM to securely send and receive sensitive data instead. Your site may be accessed anywhere the Internet is available. Loading; Loading the requested domain. Send an email to these Drake Software departments directly, or reach out to us using the contact info at the bottom of your screen. Title. Over the next several months, Drake Software will be transitioning to a single sign-on (SSO) model for accessing Drake websites and applications. Customize emails to customers, including logos, text and footer. When they log in to their Drake Portals Account, they click on Payment on the left. drakezero. . Shipping Address * Shipping Address (cont. 14454: State, AMT, and Book Depreciation Amounts Not Updating from Prior Year. Clearing this option applies to all documents you print with the Drake PDF printer. Select the menu at the top right and choose Guest Exchange. 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. You have four ways to send or receive files: Preparer – Sending a File. Select the menu at the top right and choose Guest Exchange. New 18313: 2023. Select settings: Verify the time. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money. For more information, see the developer’s. Under the From Preparer section, click the Upload icon. Direct Deposit Information - Update direct deposit info for your add-on fees and Bank Rewards (if you partner with a bank product provider). com; Use custom ; Activation Link Expiration; Under Notifications. On the Guest Exchange window, choose Create Exchange. It is web-based and works with most browsers and computers. Files you download through your browser are saved to your browser's default location, unless you select another location. Click File Maintenance. Click Change Logo. Use default no-reply@securefilepro. A copy of the document appears in the client's From Preparer folder. No SecureFilePro Found Message. . Don’t have an account? Upload or Download files here. Under the Actions column, click the icon and choose Delete Client. the option, go to Drake Documents > Setup > SFP Settings > Connect Features tab > check the Sign Forms option. Drake Portals (SecureFilePro TM) Note: This change only affects Drake Portals administrator and preparer accounts. More information is available on the Drake Portals page. Click the link SecureFilePro eSign Information. Select the radio button Sign online via SecureFilePro. 26 Broadcast - Drake In Depth: Self-Employment and Rental Income - CPE Training New 18312: 2023. "Sent From" Email. If they’re not set up, see Related Links below for instructions on client setup. To connect with your client, your choices are to: use Drake Portals and upload documents through the secure file transfer system on the SecureFilePro TM exchange (see Related Links below for details),New 18320: 2023. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Monitor. Marketing Pro – Manage your business and your marketing from one digital platform. Client – Sending a File. 6 star 14 reviews 10K+ Downloads Everyone info Install About this app arrow_forward SecureFileProTM provides a secure client file exchange, allowing. Guest Exchange. Upload from Drake Tax: Whenever you print to Drake Documents with the Drake PDF printer, select the. K1 Entries. a. We would love to talk more about how Drake Portals and the SecureFilePro app can streamline tax season for you and your client base. The deadline to comply with GDPR was May 25, 2018. 235 East Palmer Street. New 18328: 2023. 11340: 706 - Estate Tax Returns FAQs. Firm Management. See below for steps on deleting backups that are stored in Drake Portals. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. From this section, the taxpayer will click on Pay and. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. Log in to the Drake Software Support website. Select Rename Folder or Delete Folder from the. New 13370: State. Log in to the Drake Software Support website. When the free trial period expires, you will have 30 days to upgrade to a paid subscription before your account is terminated. 14308: Drake Portals - Making, Storing, Restoring, and Deleting Backups. com-subdomain website for exchanging tax documents, communicating with clients, collecting signatures and payments, and more. In Drake Tax, the option is available in the Backup and Restore dialog box. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. Type your message in the text field, then click Send. Drake Tax. 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. 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. Guest Exchange. 95 per year, per 25 GB. 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. 12109: Enterprise Office Manager (EOM) 2 years. Some features, such as Drake e-Sign Online, are only available for use by Drake Tax customers. " "If there is a problem that arises they fix it asap. It is web-based and works with most browsers and computers. 13355: Federal Forms - Drake e-Sign (in-Person or Online) 1 year. From the 2018 reviews of professional tax preparation systems. For example, choose Documents from Preparer. TaxAct Professional: Best value for preparing unlimited returns. All subscriptions to the SecureFilePro™ service are subject to Automated Recurring Billing (ARB), by credit card, for purposes of renewal and continuation of service. Choose the client type from the drop list and then click Edit. 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. 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. 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. All users must purchase e-sign events in order to sign online. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. . Sign InSelect File > View; the "EF Selector" dialog opens. Direct transfer of images or documents captured on the Drake Portals client’s mobile device. . Clients and taxpayers that use Drake Portals are. 2 months. Drake runs quickly and covers our needs for tax preparation. Aside from locally installed software, a Drake product requiring an Internet connection also won its category. SecureFilePro is considered an add-on and is purchased separately from Drake Tax. Additional space is available at $9. 11. Your site may be accessed anywhere the Internet is available. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. Type your message in the text field, then click Send. Enter your email address and password to sign in. There are two supported authentication code retrieval methods discussed below. Right-click and select Create New Folder. Browse to the graphic image you want to use, select the image file and click Open. 11. 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 >. Drake Portal users access the Preparer portal site by logging in to their Drake Portals website (InsertYourSiteName. Drake Software offers a comprehensive guide to using its portals service, which allows you to share files securely and efficiently with your clients. This setting is found in Drake Documents > Setup > SFP Settings > Employees tab. Access SecureFilePro. As a company, Drake Software was first marketed in 1977. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. The following items may prevent signatures from being uploaded or help you troubleshoot taxpayer failed signatures. 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. . Click Change Logo. Eventually, all Drake users will have only. 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 domain where you and your clients can exchange confidential tax documents safely and conveniently. 6. Select your client and then click on the Messenger tab. Upload. Browse to the graphic image you want to use, select the image file and click Open. Follow the app specific steps to activate the app. Related Links. 5 years. 00 out of 5 stars, based on 11 ratings. 1099R x42. Drake Accounting Drake Portals (SecureFilePro) provides secure file exchange for your practice, so you and your client can exchange tax documents securely and conveniently. To download a file, open Drake Documents and locate the client in the left tree menu. Every Drake Portals package, including the 14-day free trial, has access to all Drake Portals features (Files, Profile, Checklist, Questionnaires, Signatures, and, Payment). Email Footer - Click edit to customize the text that appears at the bottom of all emails sent to clients from Drake Portals. This document may be found here. 11507: Form 843 - Claim for Refund and Request for Abatement. 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. 15260: Drake Portals - Drake Tax Integration - Connect Functionality. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. • The portal provides you with a secure way to exchange confidential. g. Upon completion of this webcast you will be able to: • Understand the benefits of using Drake Documents and SecureFilePro to streamline and secure workflowDrake Enterprises, Ltd. Free marketing – Digital and print marketing available to help you grow your business. com), cloud. You can view and change these settings though the Drake Tax integration (continue below) or in the Drake Portals website (see Related Links). The responses also. 2 months. 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. While tax clients have always been able to access the web-based client portal from a browser, they can now download the SecureFilePro. Bill a client through Payment. 2023-08-14 V5. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Select the radio button Sign online via SecureFilePro. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. Having a convenient list of commonly accessed tax information can make it easier to weather the hectic pace of filing season. Second, sign with eSignature events. In the Login Information section of the Preparer Setup, select the checkbox to the right of Enable Multi-Factor Authentication (MFA). 17730: 1040 - K1P Box 20 Code AG. The preparer's e-signature is not applied via this process; it is only designed to gather the taxpayers' electronic signatures. 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. Once the two-factor authentication has been enabled, the taxpayer. Under Email. An email will be sent to verify your identity when you log in from a new device. Modified Date. PROS. Printer Windows GDI (Graphical Device Interface) or HP-compatible laser printer. 11. Learn the basics of Drake Software products with these short instructional videos. More information is available on the Drake Portals page. Store your clients’ documents — Scanned documents and copies of your clients’ returns are stored in electronic folders. Drake offers desktop, web-based and hosted software types. See Related Links below for details. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. On the New Exchange window, complete the. Open Drake Documents and go to Settings > Clients tab > New Client (s) button. We are always happy to hear from you at (800). 12109: Enterprise Office Manager (EOM) 2 years. When using SFP eSign, remember: The SFP eSign process is different than using a Signature Pad to e-sign. CONS. Send and receive instant messages through Messenger. 11391: 709 - Gift Tax Return Overview. 1 month. Drake Tax; Practice Management; Tax Packages; Hosting Solution; Web-based Solutions. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. Many options and can take time to learn navigation. Click Yes to enable or No to return to the Preparer Setup screen. Click Update. Drake Portal Orders Sign up for a SecureFilePro Account 2023-11-09 V5. Account:After a taxpayer has set up their password for their Drake Portals account, they have the option to enable Two-Factor Authentication. Settings are saved automatically. Drake Tax will now allow Form 4562 imports, and the new optional multi-factor authentication can help tax professionals better secure their accounts. com subdomain: <yourbusinessname>. A song that uses Artificial Intelligence to clone the voices of Drake and The Weeknd has gone viral on social media. 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. If they’re not set up, see Related Links below for instructions on client setup. This is also the form in the viewing panel. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-99282017 Rating – 4. More information is available on the Drake Portals page. Check Send to cloud storage. The setup window opens: Click Enable Automatic Backup. You have four ways to send or receive files: Preparer – Sending a File. And that is where SecureFilePro from Drake Software is a critical technology for accounting and other financial services firms. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Click Print. Other videos from the same category. . Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. In the Drake Portals pane, click on the Files tab and open the folderDocuments to Preparer. Calculation results and full return view just a click away. In the last 30 days, the app was downloaded about 470 times. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. . 1040. You can further increase the security of your account by using an authenticator app, such as Google Authenticator. Manage EFINs - See KB 11426 for details. To send a message to your client, first check if they’re set up to use Drake Portals. 03 Broadcast - SECURE Act 2. ProConnect Tax Online: Best for QuickBooks Online ProAdvisors. Clear the option to Launch Adobe after creating a ‘Drake PDF’. SecureFilePro. Click Manual code to set up the app with a code. Preparer – Receiving a File. 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. You’ll save money by using less paper and toner, and by cutting the staff time. Click Manual code to set up the app with a code. View the completed return and select the pages that should be included in the eSignature PDF. Additional space is available at $9. 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. 10523: Shipment Letter for Drake Software Release. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Below are some of the things you can do within the Working Cabinet. 12485: 709 - Move Amount from Schedule A Part I to Part III. 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. In the Drake Portals pane, click on the Files tab and open the folder Documents to Preparer. 02 Broadcast - Catch our Drake Accounting® Classroom Training! CPE TrainingTo give a firm’s employees access to SecureFilePro, create employee accounts. The client will: Navigate to your Drake Portals website and locate the Guest Exchange panel: Click Upload. Comparisons. Copy files to CD — Copy Drake Documents files directly to a CD. Our. 2 years. Account:How long is the trial period? The free trial is 14 days from the date you sign up. 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. Receive email the first time. com, Drake Portals (a. 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. 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. Cons: The biggest drawback for Drake is the esignature process through Drake Portals. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Drake Portals is a web-based service that lets you create a secure website on the SecureFilePro. Every Drake Portals package, including the 14-day free. Calculation results and full return view just a click away. Enter your Drake Portals Username and Password in the Drake Portals Pane, and then click Login. Click Select to browse for the file (s) to be uploaded. 95 per month or $99. Taxpayers can download the mobile app from the Google Play Store and the Apple App Store. Drake E-Sign Online is integrated with Drake Tax and works along with Drake Portals SecureFilePro. Title. . Select the relevant report such as Client List (All Clients). 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. Documents can only be signed via Drake Portals if enough e-Sign Events have been purchased and are available. Access all your Drake products and services with one login. Check the pros & cons to see if the pricing plans are worth it. 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. PROS. New Outgoing – Select and send files; Incoming File Summary – Review files you’ve received; Outgoing File Summary – Review files you’ve sent; Settings – Customize Guest Exchange; New OutgoingGuest Exchange. VDOMDHTMLe>Document Moved. Client – Receiving a File. 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. Select a category below or click. 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 >. See why professional preparers vote Drake #1 year after year. When the free trial period expires, you will have 30 days to upgrade to a paid subscription before your account is terminated. Right-click and select Create New Folder. Javascript must be enabled for the correct page displayLoading; Loading the requested domain. New 18325: Save or Save and Apply All Button Grayed Out (DAS) New 18324: 2023. SecureFilePro is ideal for users who prefer paperless options, and the LookBack feature lets you view the prior year’s tax return data. Click the link SecureFilePro eSign Information. 2. 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. For steps on deleting clients through Drake Tax, see Related Links below. Log in to the Drake Software Support website. Username. Create, organize and find documents, without ever needing a paper copy. Shipping ZIP * -10847: Form 9325 After IRS Acceptance - Notifying the Taxpayer. Object moved to here. Optional: Password protect. You can send the customer documents via Drake Portals (SecureFilePro), and the customer can sign them on their mobile device or computer. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. 15626: EU General Data Protection Regulation Law - Drake Portals and Drake Websites. To rename or delete the folder, select it in the Drake Portals pane and right click. GruntWorxModified Date. See Related Links below for details. See why professional preparers vote Drake #1 year after year. SecureFileProTM provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. Title: Classroom Training CPE Author: Drake Software Created Date:Thu Nov 16 2023 - 4:35:12 PM4. 1 month. It's rated 4. 11. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or mailing returns and other documents to clients when they need a copy. Drag and drop file transfer from Drake Portals clients to Drake Documents. Click Configure Automatic Backups. . Log in to Drake Portals. 13187: 706 - Line 1 is Blank. Select a date from the calendar control that appears when you click the Uploaded on or before field. . The free trial is 14 days from the date you sign up. Because Drake Accounting is the hub of all payroll activity, those using Drake Accounting must accept or invoke this synchronization (or “sync”). Yes, SecureFilePro TM now has a mobile app. If you need assistance renewing Drake Tax, please call our Accounting team at (828) 349-5900. You have four ways to send or receive files: Preparer – Sending a File. 11. Select the radio button Sign online via SecureFilePro. If they’re not set up, see Related Links below for instructions on client setup. The Report Manager window opens. Under Email. At the top, click Create New Exchange. Email. 11574: Online Filing (OLF) Help for Taxpayers. com, onlineefdb. 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. 11507: Form 843 - Claim for Refund and Request for Abatement. It is web-based and works with most browsers and computers. Select the Form & Schedule Options tab. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. Shortcut keys and macros simplify data entry and reduce keystrokes. Create an access code with either the last four of the client’s ID number or. To do so, follow these steps: Select your username from the Home window of your Drake Portals website. Taxpayers can download the mobile app from the Google Play Store and the Apple App Store. View the completed return and select the pages that should be included in the eSignature PDF. If you want to configure MFA through an Authenticator App, you can do so using the Drake User Manager (see Related Links below). Drake also. Password Recovery. 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. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. Drake Portals (SecureFilePro) Drake Portals (SFP) provides a secure client file exchange portal, allowing you to exchange tax documents between you and your client over your own secure site. Click Add to upload additional files (optional). Client – Receiving a File. 1 month. It's rated 4. drakesoftware. Offsite Backup Back up your critical client data files to a secure server using the integrated Drake Portals backup option in Drake Tax. 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. Click Change Logo. Try it for free or choose from different plans and pricing options. • The portal provides you with a secure way to exchange confidential. It is web-based and works with most browsers and computers. 5 Stars. Automatic data flow from federal return to state and city returns, with override options. 06. 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. New 18313: 2023. See below for steps on deleting backups that are stored in Drake Portals. Loading; Loading the requested domain. View the status of e-Sign Events through Signatures. 14454: State, AMT, and Book Depreciation Amounts Not Updating from Prior Year. Most other software charges you extra for additional states. Create an access code with either the last four of the client’s ID number or. The APK has been available since December 2022. 11340: 706 - Estate Tax Returns FAQs. If accessing your Drake Portals client documents via the Drake Portals Pane in Drake Documents, follow these steps:Backup Online to SecureFilePro. SecureFilePro Drake Software 3. Optional: Password protect. To a first time user of the software, it can seem extremely complex. Among other things, the law can apply to non-EU companies who.