Client – Receiving a File. See Related Links below for details. Choose the client type from the drop list and then click Edit. Guest Exchange. Once the two-factor authentication has been enabled, the taxpayer. 524. If you are a Drake Software customer, you can access your. Click Submit. 524. Create an access code with either the last four of the client’s ID number or. The Drake Portals Guest Exchange allows you to securely share files with anyone who does not have a Drake Portals account. 2023-08-14 V5. Account Tab. Go to Tools > File Maintenance > Backup. A single message is limited to 1000 characters, including spaces. 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. New 10983: Installing Drake Tax New 18321: 2023. Recommended System Requirements • Windows 7, 8 or 10 Professional 64-bit • 2. Click Select to browse for the file (s) to be uploaded. com-subdomain website for exchanging tax documents, communicating with clients, collecting signatures and payments, and more. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. Follow the app specific steps to activate the app. 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. Create an access code with either the last four of the client’s ID number or. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. Modified Date. New 16175: Drake Accounting Manual (DAS) 2 weeks. New 18328: 2023. Send a file to multiple recipients by entering multiple. The administrator can change this selection by clicking Edit. If your account is terminated for failing to upgrade to a paid subscription, the subdomain you chose will be recycled. View the status of e-Sign Events through Signatures. 13187: 706 - Line 1 is Blank. 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. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Automatic data flow from federal return to state and city returns, with override options. 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. The preparer's e-signature is not applied via this process; it is only designed to gather the taxpayers' electronic signatures. As a company, Drake Software was first marketed in 1977. 17923: Drake Portals - SecureFilePro Mobile App for Taxpayers. 10. Hard drive. A single message is limited to 1000 characters, including spaces. Drake Tax. Download SecureFilePro and enjoy it on your iPhone, iPad, and iPod touch. 98 / 5 stars vs ProSeries Tax which has 152 reviews and a rating of 4. Use default no-reply@securefilepro. 11. In the Drake Portals pane, click on the Files tab and select the client default folder in which you want to add a custom folder. 11. 11592: 1120S - M-2 versus Retained Earnings. 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. Drake Tax from Drake Software is well-suited for small to mid-sized accounting firms that process both individual and business taxes. 0: NEW Live Webinar with DrakeCPE New 15719: Email Setup - Google Two-Step Verification and App PasswordDrake Portal Orders. 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. Select the radio button Sign online via SecureFilePro. Drake also. The feature Add Signature Fields to Any Document is available for all Drake Portals customers. Select Firm Management. 15626: EU General Data Protection Regulation Law - Drake Portals and Drake Websites. You can also print to a real printer at this step if desired. Customize emails to customers, including logos, text and footer. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. ScheduleC x39. Optional: Password protect. . In order to upload a new file to the Outgoing Files section, follow the steps below: Log into Drake Portals. Click the eSign button. 11. Check the pros & cons to see if the pricing plans are worth it. View the completed return and select the forms that should be included in the PDF for e-signing. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. Drake also. Click “Add/Delete URL” and proceed as instructed. Drake Tax. View the completed return and select the pages that should be included in the eSignature PDF. Yes, starting in January 2023, Drake Portals now supports gathering electronic signatures for any PDF document; not just those created through Drake Tax. If you do not have any eSignature Events available for use, the radio button will be grayed out. Upload. Read reviews, compare customer ratings, see screenshots and learn more about SecureFilePro. 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. Comparisons. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Click Change Logo. 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. From the Products menu, select Drake Portals. 1 year. You can also use. Drake Portal Orders Sign up for a SecureFilePro Account 2023-11-09 V5. 11507: Form 843 - Claim for Refund and Request for Abatement. K1 x129. "This app is only designed for taxpayers to login and use; not for the firm or tax preparers. 2. Drake Enterprises, Ltd. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. Second, sign with eSignature events. On the Guest Exchange window, choose Create Exchange. Click Configure Automatic Backups. SecureFileProTM provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. Drake E-Sign Online is integrated with Drake Tax and works along with Drake Portals SecureFilePro. In Drake Tax, the option is available in the Backup and Restore dialog box. 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. It is web-based and works with most browsers and computers. Definition and Software Setup. Click the eSign button. com, Drake Portals (a. Drake Accounting® Classroom Training - CPE Training. If accessing your Drake Portals client documents via the Drake Portals Pane in Drake Documents, follow these steps:Backup Online to SecureFilePro. Custom branded with your company name, logo and a custom web address. Password. Store your clients’ documents — Scanned documents and copies of your clients’ returns are stored in electronic folders. 95 per year, per 25 GB. 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. Customize emails to customers, including logos, text and footer. Don’t have an account? Upload or Download files here. 00 out of 5 stars, based on 11 ratings. Select a category below or click. com. Included in Drake Portals. 1 month. 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. Skip to main content Site Map. It is web-based and works with most browsers and computers. Client – Sending a File. Drake Software | 800. Account:After a taxpayer has set up their password for their Drake Portals account, they have the option to enable Two-Factor Authentication. Additional space is available at $9. Drake eSignature is integrated into SFP and allows your 1040 clients to review and sign tax documents on their mobile devices or computers. Sign InSelect File > View; the "EF Selector" dialog opens. Files you download through your browser are saved to your browser's default location, unless you select another location. Guest Exchange. Select return (s) to view and click View. Click the eSign button. Select the radio button Sign online via SecureFilePro. Select Rename Folder or Delete Folder from the. While tax clients have always been able to access the web-based client portal from a browser, they can now download the. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928 Under the Two-Factor Authentication section, choose App. Javascript mus22t be enabled for the correct page displayDrake Software Blog Team - November 16, 2023. Set file expiration dates and customize default expiration dates. We would love to talk more about how Drake Portals and the SecureFilePro app can streamline tax season for you and your client base. 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 >. 890. com Referral Program - DIY Online Tax Preparation FAQs. If you do not have any eSignature Events available for use, the radio button will be grayed out. DrakePortals provides tax professionals a Drake Tax®-integrated, SecureFilePro. Drake Portals - SecureFilePro. SecureFilePro provides access to the SecureFilePro functions through the four SFP tabs: Files Tab; Connect Tab; Messenger Tab; Signatures Tab; Files Tab. How long is the trial period? The free trial is 14 days from the date you sign up. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. Calculation results and full return view just a click away. . Right-click and select Create New Folder. Client – Receiving a File. It is web-based and works with most browsers and computers. It rapidly grew from a family tax practice into a national brand by providing tax professionals with. It is extremely slow and very difficult for users to use. 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. Drake Portals - SecureFilePro. 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. 11574: Online Filing (OLF) Help for Taxpayers. The Drake e-Sign Online process requires the purchase of e-Sign Events. 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. Taxpayers can download the mobile app from the Google Play Store and the Apple App Store. 2023-08-14 V5. 02 Broadcast - Catch our Drake Accounting® Classroom Training! CPE TrainingGuest Exchange. See why professional preparers vote Drake #1 year after year. We would love to talk more about how Drake Portals and the SecureFilePro app can streamline tax season for you and your client base. Direct transfer of images or documents captured on the Drake Portals client’s mobile device. 14454: State, AMT, and Book Depreciation Amounts Not Updating from Prior Year. Send a file to multiple recipients by entering multiple. It's rated 4. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. This will load the client creation window. Enter a Name in the Name field. Preparer – Receiving a File. 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. And that is where SecureFilePro from Drake Software is a critical technology for accounting and other financial services firms. com-subdomain website for exchanging tax documents, communicating with clients, collecting signatures and payments, and more. When using SFP eSign, remember: The SFP eSign process is different than using a Signature Pad to e-sign. Comparisons. Under the From Preparer section, click the Upload icon. Log in to the Drake Software Support website. Password protect — Protect your clients’ documents. Your site may be accessed anywhere the Internet is available. Log in to the Drake Software Support website. For example, choose Documents from Preparer. 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. Use Logo on Emails. cloud_upload Upload cloud_download DownloadPricing options. 11574: Online Filing (OLF) Help for Taxpayers. Title. Modified Date. An email will be sent to verify your identity when you log in from a new device. . 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. The client will: Navigate to your Drake Portals website and locate the Guest Exchange panel: Click Upload. Drake Tax. New 15218: Installing Drake Accounting (DAS) New 16181: TX - Generating Texas Franchise Reports. Browse to the graphic image you want to use, select the image file and click Open. Drake Software requires a third party email account from an online provider to send email to any address other than DrakeSoftware. 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. Don’t have an account? Upload or Download files here. Drake Software offers a comprehensive guide to using its portals service, which allows you to share files securely and efficiently with your clients. It is web-based and works with most browsers and computers. The Drake e-Sign Online process requires the purchase of e-Sign Events. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. To rename or delete the folder, select it in the Drake Portals pane and right click. 12485: 709 - Move Amount from Schedule A Part I to Part III. Review. 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. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. ". 14. See why professional preparers vote Drake #1 year after year. 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. Save the PDF of the return. More information is available on the Drake Portals page. In use by hundreds of Drake Software customers, SecureFilePro offers a more secure way to send files to clients (tax return and other documents)and receive files from clients (W2, Organizer, etc. 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. Account Tab. The deadline to comply with GDPR was May 25, 2018. To send a message to your client, first check if they’re set up to use Drake Portals. 5 GHz or faster multi-core processor (Intel Core i5 or equivalent) RAM. Drake Portals - SecureFilePro. The speed you need – Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. New 18313: 2023. Enter your email address and password to sign in. 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. Clear the option to Launch Adobe after creating a ‘Drake PDF’. The upload screen is displayed: Complete all informational fields as needed. SecureFilePro is a business app developed by Drake Software. Create an access code with either the last four of the client’s ID number or. 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. Object Moved. Select the file to be uploaded and click Open. K1 x129. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. the option, go to Drake Documents > Setup > SFP Settings > Connect Features tab > check the Sign Forms option. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. Object moved to here. New 18328: 2023. Compliments of Drake Software 828. To send a message to your client, first check if they’re set up to use Drake Portals. Don’t have an account? Upload or Download files here. You can view and change these settings though the Drake Tax integration (continue below) or in the Drake Portals website (see Related Links). " This. 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. The APK has been available since December 2022. Backup Online to SecureFilePro. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. ScheduleA. If you want to configure MFA through an Authenticator App, you can do so using the Drake User Manager (see Related Links below). Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. 06. com. Expand Advanced Settings. Use Logo on Emails "Sent From" Email. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. The client will receive a notification email that a bill has been sent. . Click Upload File (s). DrakePortals provides tax professionals a Drake Tax®-integrated, SecureFilePro. The default settings for each tab set focus to the first form in the list. To use SFP eSign: First, purchase eSignature events. Every Drake Portals package, including the 14-day free trial, has access to all Drake Portals features (Files, Profile, Checklist, Questionnaires, Signatures, and, Payment). It also allows for hardware add-ons, such as a barcode scanner or signature pad. About this app. Type your message in the text field, then click Send. 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. 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). At the top, click Create New Exchange. Loading; Loading the requested domain. 17694: Schedule K1 - Box 21 (Drake21) 2 months. 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. Don’t have an account? Upload or Download files here. This will load the client creation window. This setting is found in Drake Documents > Setup > SFP Settings > Employees tab. From the Products menu, select Drake Portals. Select the file to be uploaded and click Open. Yes, SecureFilePro TM now has a mobile app. 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. Drake Software offers a comprehensive guide to using its portals service, which allows you to share files securely and efficiently with your clients. Account:How long is the trial period? The free trial is 14 days from the date you sign up. See KB 10436 or details. Select the menu at the top right and choose Guest Exchange. See Related Links below for details. 11665: 1065 - Entering Partner Capital Accounts. Click on your username and then select Guest Exchange. When using Drake e-Sign Online, remember: The Drake e-Sign Online process is different than using a Signature Pad to e-Sign documents in your office. Select Options from the drop list. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. It rapidly grew from a family tax practice into a national brand by providing tax professionals with. Enter the New folder name and click OK. Right-click and select Create New Folder. Bill a client through Payment. Drake Portals (SecureFilePro TM) Note: This change only affects Drake Portals administrator and preparer accounts. 4 GB or more. There are four tabs on the SecureFilePro Guest Exchange window. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Drake Tax has 89 reviews and a rating of 3. Expand Advanced Settings. 11. New 18323: Multi-Site Account Maintenance. Select settings: Verify the time. SecureFilePro. Loading; Loading the requested domain. To use SFP eSign: First, purchase eSignature events. Sign up for a SecureFilePro Account. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. 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. Click the link eSign Information. • The portal provides you with a secure way to exchange confidential. . Drake runs quickly and covers our needs for tax preparation. 95 per year, per 25 GB. Receive email the first time. Fixed Asset Manager : Title: Modified DateOn the Files tab in the Drake Portals pane, select the destination folder. 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. Create, organize and find documents, without ever needing a paper copy. Many options and can take time to learn navigation. Title. 1 month. You can further increase the security of your account by using an authenticator app, such as Google Authenticator. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. Drake Tax offers two platforms: A desktop version and a web-hosted version called Drake Tax in the Cloud. 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. 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. Drake Tax vs MyTAXPrepOffice. Right-click and select Create New Folder. Drake's secure cloud-hosted environment is the best option for independent tax preparers and small tax firms since it gives access to ready-made services and software. Modified Date. Under the Actions column, click the icon and choose Delete Client. Automatic data flow from federal return to state and city returns, with override options. To send a message to your client, first check if they’re set up to use Drake Portals. Price range: The desktop version is between $345 and $1,625. New 18320: 2023. ). 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. You can upload documents directly from Drake Tax to a secure portal and even send and receive messages instantly. Click the eSign button. 26 Broadcast - Drake In Depth: Self-Employment and Rental Income - CPE Training New 18312: 2023. 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. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. Store your clients’ documents — Scanned documents and copies of your clients’ returns are stored in electronic folders. 10523: Shipment Letter for Drake Software Release. A single message is limited to 1000 characters, including spaces. It is web-based and works with most browsers and computers. 2023-11-09 V5. It greatly reduces paper handling and storage needs for paper documents. k. Set file expiration dates and customize default expiration dates. If you do not have any eSignature Events available for use, the radio button will be grayed out. com), cloud. SecureFilePro. Taxpayer Portal Basics. the option, go to Drake Documents > Setup > SFP Settings > Connect Features tab > check the Sign Forms option. 2 GB or more of available hard drive space. When they log in to their Drake Portals Account, they click on Payment on the left. Client – Sending a File. It's currently not in the top ranks.