Menu. Guests can send and receive files without going through a portal. Click “Add/Delete URL” and proceed as instructed. com subdomain: <yourbusinessname>. Preparer – Receiving a File. Drake Tax. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. Check Send to cloud storage. Go to Firm > Portal Setup. Send and receive instant messages through Messenger. This setting is found in Drake Documents > Setup > SFP Settings > Employees tab. 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:. 11. When the free trial period expires, you will have 30 days to upgrade to a paid subscription before your account is terminated. Modified Date. 7 months. Modified Date. 890. New 16175: Drake Accounting Manual (DAS) 2 weeks. Click the link eSign Information. 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. 14454: State, AMT, and Book Depreciation Amounts Not Updating from Prior Year. If they’re not set up, see Related Links below for instructions on client setup. 15260: Drake Portals - Drake Tax Integration - Connect Functionality. You can view and change these settings though the Drake Tax integration (continue below) or in the Drake Portals website (see Related Links). 524. The developer, Drake Software Mobile, indicated that the app’s privacy practices may include handling of data as described below. ). Follow the app specific steps to activate the app. Called Heart On My Sleeve, the track simulates. SecureFilePro provides access to the SecureFilePro functions through the four SFP tabs: Files Tab; Connect Tab; Messenger Tab; Signatures Tab; Files Tab. Click Change Logo. The APK has been available since December 2022. Price range: The desktop version is between $345 and $1,625. This setting is found in Drake Documents > Setup > SFP Settings > Employees tab. From the Products menu, select Drake Portals. Download SecureFilePro and enjoy it on your iPhone, iPad and iPod touch. Select the radio button Sign online via SecureFilePro. 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. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. Expand Advanced Settings. Related Links. New 18320: 2023. SecureFilePro. W2 x103. Tax professionals will be able to accept credit card payments remotely, collect e-signatures from clients who can’t make it into the office, and send and receive instant messages with SecureFilePro. Drake Tax. Upload from Drake Tax: Whenever you print to Drake Documents with the Drake PDF printer, select the. Select Firm Management. Additional space is available at $9. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. Modified Date. Drag and drop file transfer from Drake Portals clients to Drake Documents. Some features, such as Drake e-Sign Online, are only available for use by Drake Tax customers. 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. Printer Windows GDI (Graphical Device Interface) or HP-compatible laser printer. 2. It is extremely slow and very difficult for users to use. 0. 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. com, Drake Portals (a. 98 / 5 stars vs ProSeries Tax which has 152 reviews and a rating of 4. Upload from Drake Tax: Whenever you print to Drake Documents with the Drake PDF printer, select the. Click here for more information. On the Guest Exchange window, choose Create Exchange. When the free trial period expires, you will have 30 days to upgrade to a paid subscription before your account is terminated. Flexible storage – Drake Portals comes with 5 GB of file transfer space for all plans. Automatic data flow from federal return to state and city returns, with override options. Type your message in the text field, then click Send. 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. The client will: Navigate to your Drake Portals website and locate the Guest Exchange panel: Click Upload. To change the format of the bank account numbers on Form 8879, complete the following steps: Select the Setup menu from the Home window of the software. Actual space requirements will vary based on the number of clients you serve. Providers must login to e-services and navigate to the e-file Application. 10. Access SecureFilePro. 8 GHz processor • 4 GB RAM • Monitor capable of 1280 x 1024 screen resolutionLearn the basics of Drake Software products with these short instructional videos. Taxpayers can download the mobile app from the Google Play Store and the Apple App Store. Create, organize and find documents, without ever needing a paper copy. 1 month. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. 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). Click the Bill button to send the bill amount to the taxpayer. SecureFilePro has a. 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. It is extremely slow and very difficult for users to use. Direct Deposit Information - Update direct deposit info for your add-on fees and Bank Rewards (if you partner with a bank product provider). The following items may prevent signatures from being uploaded or help you troubleshoot taxpayer failed signatures. There are two supported authentication code retrieval methods discussed below. Over the next several months, Drake Software will be transitioning to a single sign-on (SSO) model for accessing Drake websites and applications. More information is available on the Drake Portals page. Once the two-factor authentication has been enabled, the taxpayer. Click Upload File (s). Log in to the Drake Software Support website. Under the From Preparer section, click the Upload icon. On the Home page, expand the Clients section. Send and receive instant messages through Messenger. Review. . securefilepro. From this section, the taxpayer will click on Pay and. 2 years. From the Messenger tab of Drake Portals, you can:. If you email documents to your clients, Drake Software recommends you password-protect the documents. 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 Software’s email is designed to work with your Web-based email, such as Gmail® or Yahoo®, or your desktop email, such as Microsoft® Outlook®. Home; Products. 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. See Related Links below for details. Select your client and then click on the Messenger tab. 11. Clearing this option applies to all documents you print with the Drake PDF printer. 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. In the New Exchange window, enter the following items: Recipient (s) Email Address. Use Logo on Emails. Send an email to these Drake Software departments directly, or reach out to us using the contact info at the bottom of your screen. Drake Portal users access the Preparer portal site by logging in to their Drake Portals website (InsertYourSiteName. At the top, click Create New Exchange. 14454: State, AMT, and Book Depreciation Amounts Not Updating from Prior Year. New 18313: 2023. The setup window opens: Click Enable Automatic Backup. 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. View the status of e-Sign Events through Signatures. “Single sign-on” allows users to sign in to multiple accounts with one set of credentials. • The portal provides you with a secure way to exchange confidential. See Related Links below for details. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. Select settings: Verify the time. Under Email. com. View the completed return and select the pages that should be included in the eSignature PDF. a. Technology. 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. Calculation results and full return view just a click away. The "View/Print Tax Return" dialog opens. Seamless integration with Drake Tax Software. 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 >. Object moved to here. Select the file to be uploaded and click Open. Popular Articles : Title: 13325: Return Due Dates and Deadlines. Solid-state (SSD) hard drives can enhance system performance. 1 year. 12109: Enterprise Office Manager (EOM) 2 years. Drake Tax: Best value for preparing 30 or fewer individual and business returns. Click on your username and then select Guest Exchange. Upload. 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. 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. This video demonstrates portal basics to the end user, including logging in, sharing files, and account settings. Click Submit. To use SFP eSign: First, purchase eSignature events. The responses also. 11. Click the link SecureFilePro eSign Information. SecureFilePro has a. GruntWorxModified Date. 1 month. To download a file, open Drake Documents and locate the client in the left tree menu. Click File Maintenance. The selected tab’s tree view is presented in the left-hand panel. It is web-based and works with most browsers and computers. Drake Tax offers two platforms: A desktop version and a web-hosted version called Drake Tax in the Cloud. From the 2018 reviews of professional tax preparation systems. Shipping ZIP * -10847: Form 9325 After IRS Acceptance - Notifying the Taxpayer. To use SFP eSign: First, purchase eSignature events. 2. 10. Loading; Loading the requested domain. Select the Drake PDF Printer from the Select Printer drop list. Second, sign with eSignature events. Additional space is available at $9. ". Drake Software offers various platforms for tax preparation, including Drake on the Desktop, Drake Tax, Drake Accounting, and Drake Documents. Sign up for a SecureFilePro Account. Click the link SecureFilePro eSign Information. Free with Drake Tax, Drake Documents is an electronic filing cabinet for client tax documents, records and returns. Software Purchase Assistance – Purchase Drake Tax with $0 up-front. 1 month. There are two supported authentication code retrieval methods discussed below. Send a file to multiple recipients by entering multiple. Cons: The biggest drawback for Drake is the esignature process through Drake Portals. Settings are saved automatically. 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 >. SecureFilePro is considered an add-on and is purchased separately from Drake Tax. The preparer's e-signature is not applied via this process; it is only designed to gather the taxpayers' electronic signatures. 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. 5 GHz or faster multi-core processor (Intel Core i5 or equivalent) RAM. Drake Tax cloud backup – You can now also use Drake Portals to back up your Drake Tax files. Marketing Pro – Manage your business and your marketing from one digital platform. Account Tab. 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. Click Print. 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 Tax has 89 reviews and a rating of 3. 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. Drake Portals is a web-based service that lets you create a secure website on the SecureFilePro. We would love to talk more about how Drake Portals and the SecureFilePro app can streamline tax season for you and your client base. Store your clients’ documents — Scanned documents and copies of your clients’ returns are stored in electronic folders. New 18328: 2023. Access all your Drake products and services with one login. Under the Two-Factor Authentication section, choose App. Manage EFINs - See KB 11426 for details. Select the menu at the top right and choose Guest Exchange. Drake provides the tools and support tax professionals need to build their businesses and attract new clients. Learn how to customize your firm’s Drake Portals (SecureFilePro) account settings, including the custom web address, subscription status, notification options, and more. SFP clients can send SecureFilePro domain name change requests from Drake Portals Settings in Drake Documents. Shortcut keys and macros simplify data entry and reduce keystrokes. Click the eSign button. Notifications. 98 / 5 stars vs MyTAXPrepOffice which has 103 reviews and a rating of 4. If you are a Drake Software customer, you can access your. Enter your email address and password to sign in. We are always happy to hear from you at (800). 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. 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. . Preparer – Receiving a File. Drake Portal Orders. Browse to the graphic image you want to use, select the image file and click Open. Pros: Drake is a very affordable tax preparation software that doesn't nickel and dime you for every feature. The Drake Portals Guest Exchange allows you to securely share files with anyone who does not have a Drake Portals account. To do so, follow these steps: Select your username from the Home window of your Drake Portals website. Enter a Name in the Name field. 11340: 706 - Estate Tax Returns FAQs. 03 / 5 stars. 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. K1 Entries. W2 x103. Drake recommends using Drake Portals – SecureFilePro TM to securely send and receive sensitive data instead. The Drake User Account website, Support. Click the eSign button. 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 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. • The portal provides you with a secure way to exchange confidential. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. The Report Manager window opens. On the Guest Exchange window, choose Create Exchange. In order to upload a new file to the Outgoing Files section, follow the steps below: Log into Drake Portals. View the status of e-Sign Events through Signatures. 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. To rename or delete the folder, select it in the Drake Portals pane and right click. A confirmation dialog will ask if you would like to enable MFA. It greatly reduces paper handling and storage needs for paper documents. 1 month. Guests can send and receive files without going through a portal. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Select the relevant report such as Client List (All Clients). Offsite Backup Back up your critical client data files to a secure server using the integrated Drake Portals backup option in Drake Tax. Taxpayers can download the mobile app from the Google Play Store and the Apple App Store. under the Guest Exchange and complete the displayed page. There are four tabs on the Drake Portals - SecureFilePro™ Guest Exchange. 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. Drake eSignature is integrated into SFP and allows your 1040 clients to review and sign tax documents on their mobile devices or computers. . All subscriptions to the SecureFilePro™ service are subject to Automated Recurring Billing (ARB), by credit card, for purposes of renewal and continuation of service. Drake Tax. New 18313: 2023. Shipping Address * Shipping Address (cont. Read reviews, compare customer ratings, see screenshots and learn more about SecureFilePro. Drake Portals (SecureFilePro TM) Note: This change only affects Drake Portals administrator and preparer accounts. The software verifies individuals are at least 18 years old prior to uploading signable documents to Drake Portals. 6 months. A phone app is available for taxpayers to use as well. 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. ScheduleE x34. Create an access code with either the last four of the client’s ID number or. Create an access code with either the last four of the client’s ID number or. Type your message in the text field, then click Send. 10671: Drake Tax - Software User's Manual. It's rated 4. ) Shipping City * Shipping State *. 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. Click Print. To send a message to your client, first check if they’re set up to use Drake Portals. Browse to the graphic image you want to use, select the image file and click Open. On the New Exchange window, complete the. 6. 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. com) with an Administrator or Preparer login. To offer your customers the ability to sign documents remotely, check out Drake E-Sign – Online. 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. 1 month. In the Drake Portals pane, click on the Files tab and open the folderDocuments to Preparer. Clients and taxpayers that use Drake Portals are. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money. Drake Portals (SecureFilePro TM) Note: This change only affects Drake Portals administrator and preparer accounts. Drake Tax from Drake Software is well-suited for small to mid-sized accounting firms that process both individual and business taxes. Modified Date. 12109: Enterprise Office Manager (EOM) 2 years. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Log in to the Drake Software Support website. 11727: 1040. 5 Stars. Select the radio button Sign online via SecureFilePro. 06. 11592: 1120S - M-2 versus Retained Earnings. 10088: 1040 - K1 Code Data Entry. Compliments of Drake Software 828. 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. PROS. Learn the basics of Drake Software products with these short instructional videos. 95 per month or $99. 12109: Enterprise Office Manager (EOM) 2 years. Yes, SecureFilePro TM now has a mobile app. Click Manual code to set up the app with a code. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928Under the Two-Factor Authentication section, choose App. 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. If they’re not set up, see Related Links below for instructions on client setup. 10088: 1040 - K1 Code Data Entry. Your site may be accessed anywhere the Internet is available. Title: Classroom Training CPE Author: Drake Software Created Date:Thu Nov 16 2023 - 4:35:12 PM4. Select the (F8) Edit Printer Settings tab. 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. 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). Modified Date. . Type your message in the text field, then click Send. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. 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. Check Send to cloud storage. 0. Drake runs quickly and covers our needs for tax preparation. At the top, click Create New Exchange. Enter your email address and password to sign in. 1 month. 11665: 1065 - Entering Partner Capital Accounts. drakesoftware. Click Upload File (s). On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. You can send the customer documents via Drake Portals (SecureFilePro), and the customer can sign them on their mobile device or computer. Under Email. DrakeEducation. 1 month. com. Simply select . We are always happy to hear from you at (800). On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. Select Rename Folder or Delete Folder from the. Click Add to upload additional files (optional). Linking Drake & SecureFilePro Follow these instructions to link your copy of Drake Tax to your SecureFilePro portal account. 10 months. Seamless integration with Drake Tax Software. 5 years. If you need assistance, you can contact Drake Support by phone, email, or chat. If your account is terminated for failing to upgrade to a paid subscription, the subdomain you chose will be recycled. 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. There are lots of video tutorials and an nice set of help. Create an access code with either the last four of the client’s ID number or. Enter your email address and password to sign in. drakesoftware. 9500 Webinars at DrakeSoftware. Account:How long is the trial period? The free trial is 14 days from the date you sign up. Notifications. An email will be sent to verify your identity when you log in from a new device. com domain where you and your clients can exchange confidential tax documents safely and conveniently. com-subdomain website for exchanging tax documents, communicating with clients, collecting signatures and payments, and more. Enter a Name in the Name field. Click Change Logo. Javascript mus22t be enabled for the correct page displayDrake Software Blog Team - November 16, 2023. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Enter the New folder name and click OK.