Drake Software offers various platforms for tax preparation, including Drake on the Desktop, Drake Tax, Drake Accounting, and Drake Documents. 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. Optional: Password protect. New 18313: 2023. It's rated 4. Under Email. On the Home window of Drake, select Setup > Printing > Printer Setup. 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. Drake Software. It is web-based and works with most browsers and computers. Some features, such as Drake e-Sign Online, are only available for use by Drake Tax customers. 12109: Enterprise Office Manager (EOM) 2 years. GruntWorxClick 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). Home; Products. Click the eSign button. Select Firm Management. 95 per year, per 25 GB. It's rated 4. Included in Drake Portals. com. 11. There are four tabs on the SecureFilePro Guest Exchange window. View the completed return and select the pages that should be included in the eSignature PDF. CONS. 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. 17694: Schedule K1 - Box 21 (Drake21) 2 months. When the free trial period expires, you will have 30 days to upgrade to a paid subscription before your account is terminated. Upload from Drake Tax: Whenever you print to Drake Documents with the Drake PDF printer, select the. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. From this section, the taxpayer will click on Pay and. 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. To send a message to your client, first check if they’re set up to use Drake Portals. Learn how to access, manage, and customize your portals account, as well as troubleshoot common issues and questions. . Serial Numbers - Access your current and prior. 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. The software scans the clients chosen and then displays the Organizer/Proforma – Print Options window. Quick, informative videos to learn all about Drake Software, including software setup, practice management tools, bank products, e-filing and many more topics. 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. Solid-state (SSD) hard drives can enhance system performance. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. 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. 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. VDOMDHTMLe>Document Moved. A copy of the document appears in the client's From Preparer folder. Drake Portals (SecureFilePro TM) Note: This change only affects Drake Portals administrator and preparer accounts. 11. Drake Tax will now allow Form 4562 imports, and the new optional multi-factor authentication can help tax professionals better secure their accounts. 03 Broadcast - SECURE Act 2. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. SecureFilePro Drake Software 3. 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. Your site may be accessed anywhere the Internet is available. 8020 > DrakeSoftware. The upload screen is displayed: Complete all informational fields as needed. 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. While tax clients have always been able to access the web-based client portal from a browser, they can now download the SecureFilePro. Browse to the graphic image you want to use, select the image file and click Open. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. Go to Tools > File Maintenance > Backup. To use SFP eSign: First, purchase eSignature events. Upon completion of this webcast you will be able to: • Understand the benefits of using Drake Documents and SecureFilePro to streamline and secure workflowThe feature Add Signature Fields to Any Document is available for all Drake Portals customers. 10139: Schedule D, Form 8949, GruntWorx Trades Import. Select a date from the calendar control that appears when you click the Uploaded on or before field. There are lots of video tutorials and an nice set of help. On the Connect tab, enter the bill amount. Browse to the graphic image you want to use, select the image file and click Open. 1040. Loading; Loading the requested domain. Click Manual code to set up the app with a code. ScheduleC x39. Automatic data flow from federal return to state and city returns, with override options. SecureFilePro. Copy files to CD — Copy Drake Documents files directly to a CD. 15844: Hide Return Notes. com, Drake Portals (a. Make sure Manually Sync is. 12109: Enterprise Office Manager (EOM) 2 years. Enter the New folder name and click OK. A single message is limited to 1000 characters, including spaces. Comparisons. Title. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. See Related Links below for details. The selected tab’s tree view is presented in the left-hand panel. Most other software charges you extra for additional states. Comparisons. • The portal provides you with a secure way to exchange confidential. 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. Pricing options. 11. 890. When they log in to their Drake Portals Account, they click on Payment on the left. From the Products menu, select Drake Portals. 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. Free marketing – Digital and print marketing available to help you grow your business. Check the pros & cons to see if the pricing plans are worth it. Drake Software requires a third party email account from an online provider to send email to any address other than DrakeSoftware. 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. See why professional preparers vote Drake #1 year after year. On the Guest Exchange window, choose Create Exchange. Click here for more information. 2 months. 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. View the status of e-Sign Events through Signatures. drakezero. 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. Create an access code with either the last four of the client’s ID number or. Object moved to here. Drake Software offers various platforms for tax preparation, including Drake on the Desktop, Drake Tax, Drake Accounting, and Drake Documents. Sign InSelect File > View; the "EF Selector" dialog opens. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. Among other things, the law can apply to non-EU companies who. Firm Management. See why professional preparers vote Drake #1 year after year. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. Choose from App Generation or Text Message Authentication below. Loading; Loading the requested domain. 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. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. Drake Portal users access the Preparer portal site by logging in to their Drake Portals website (InsertYourSiteName. 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. A song that uses Artificial Intelligence to clone the voices of Drake and The Weeknd has gone viral on social media. If your account is terminated for failing to upgrade to a paid subscription, the subdomain you chose will be recycled. Choose the client type from the drop list and then click Edit. 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. Taxpayers can download the mobile app from the Google Play Store and the Apple App Store. 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. 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. To rename or delete the folder, select it in the Drake Portals pane and right click. Custom subdomain – <yourbusinessname>. Sign up for a SecureFilePro Account. Double-click on the preparer or select the preparer and click Edit Preparer. "This app is only designed for taxpayers to login and use; not for the firm or tax preparers. The software verifies individuals are at least 18 years old prior to uploading signable documents to Drake Portals. 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. 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. Settings are saved automatically. Check Send to cloud storage. In order to upload a new file to the Outgoing Files section, follow the steps below: Log into Drake Portals. 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. 2023-08-14 V5. 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. . 6 months. Click the eSign button. the option, go to Drake Documents > Setup > SFP Settings > Connect Features tab > check the Sign Forms option. Choose Create under the Create Batch Drake Portals Clients section at the bottom of the window. Email. Drake recommends using Drake Portals – SecureFilePro TM to securely send and receive sensitive data instead. Automatic data flow from federal return to state and city returns, with override options. Drake E-Sign Online is integrated with Drake Tax and works along with Drake Portals SecureFilePro. 7 months. All documents in SecureFilePro are exchanged in PDF to prevent unauthorized changes on any document that is shared. Every Drake Portals package, including the 14-day free. Select your client and then click on the Messenger tab. Direct transfer of images or documents captured on the Drake Portals client’s mobile device. See why professional preparers vote Drake #1 year after year. More information is available on the Drake Portals page. More information is available on the Drake Portals page. 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:. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. See why professional preparers vote Drake #1 year after year. If your account is terminated for failing to upgrade to a paid subscription, the subdomain you chose will be recycled. Drake Tax from Drake Software is well-suited for small to mid-sized accounting firms that process both individual and business taxes. 10523: Shipment Letter for Drake Software Release. Marketing Pro – Manage your business and your marketing from one digital platform. The cloud-based SecureFilePro platform earned the highest rating in for Client Portals. The APK has been available since December 2022. Select Rename Folder or Delete Folder from the. Drake Tax offers two platforms: A desktop version and a web-hosted version called Drake Tax in the Cloud. Access SecureFilePro. Drake Portal Orders. Drake Tax has 89 reviews and a rating of 3. If you do not have any eSignature Events available for use, the radio button will be grayed out. View the completed return and select the pages that should be included in the eSignature PDF. 5 months. DrakeSoftware. If you email documents to your clients, Drake Software recommends you password-protect the documents. (“Drake Software”) Billing and Payment Policy for SecureFilePro™ All payments for SecureFilePro™ services are due before delivery of service. At the top, click Create New Exchange. ScheduleE x34. Notifications. Drake Portal Orders. 17694: Schedule K1 - Box 21 (Drake21) 2 months. Click the eSign button. In the last 30 days, the app was downloaded about 470 times. com. Drake Accounting® Classroom Training - CPE Training. This document may be found here. 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. . View the completed return and select the pages that should be included in the eSignature PDF. 1040. PROS. If they’re not set up, see Related Links below for instructions on client setup. 3. Object moved to here. Customize emails to customers, including logos, text and footer. 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. Drake E-Sign – Online. CONS. Log in to the Drake Software Support website. Click the Bill button to send the bill amount to the taxpayer. On the Home page, expand the Clients section. Drake Portals on the SecureFileProTM domain provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. 1 year. 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. Set Number of Weeks to Keep. k. Send an email to these Drake Software departments directly, or reach out to us using the contact info at the bottom of your screen. Taxpayer Portal Basics. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. Access all your Drake products and services with one login. Documents can only be signed via Drake Portals if enough e-Sign Events have been purchased and are available. Preparer – Receiving a File. After the PDF is printed, a dialog box displays the client's Drake Portals folders. To send a message to your client, first check if they’re set up to use Drake Portals. 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. It is web-based and works with most browsers and computers. With a signature pad, you can let clients use a digital signature quickly on each. 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. You can view and change these settings though the Drake Tax integration (continue below) or in the Drake Portals website (see Related Links). You can upload documents directly from Drake Tax to a secure portal and even send and receive messages instantly. Click Print. Click Change Logo. K1 Entries. Create an access code with either the last four of the client’s ID number or. If they’re not set up, see Related Links below for instructions on client setup. The Report Manager window opens. The feature Add Signature Fields to Any Document is available for all Drake Portals customers. 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. Guest Exchange. . Javascript must be enabled for the correct page displayProcessor. com. . Guest Exchange. 00 out of 5 stars, based on 11 ratings. Select the relevant report such as Client List (All Clients). Click Upload File (s). Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. If you do not have any eSignature Events available for use, the radio button will be grayed out. It is web-based and works with most browsers and computers. The preparer's e-signature is not applied via this process; it is only designed to gather the taxpayers' electronic signatures. Preparer – Receiving a File. . . 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. 2 years. To download a file, open Drake Documents and locate the client in the left tree menu. Click Change Logo. 26 Broadcast - Drake In Depth: Self-Employment and Rental Income - CPE Training New 18312: 2023. To a first time user of the software, it can seem extremely complex. 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. 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®. Other videos from the same category Follow these. . The client will: Navigate to your Drake Portals website and locate the Guest Exchange panel: Click Upload. Sign up for a SecureFilePro Account. 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. Enter a memo note, if desired. 98 / 5 stars vs ProSeries Tax which has 152 reviews and a rating of 4. SecureFilePro is a cloud-based service that allows you to exchange files with your clients securely and conveniently. See Related Links below for details. And that is where SecureFilePro from Drake Software is a critical technology for accounting and other financial services firms. If you do not have any eSignature Events available for use, the radio button will be grayed out. Educate Yourself on Tax Law Changes. Technology. 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). Drake Software offers a comprehensive guide to using its portals service, which allows you to share files securely and efficiently with your clients. Included in Drake Portals. Username. 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. Loading; Loading the requested domain. Email Footer - Click edit to customize the text that appears at the bottom of all emails sent to clients from Drake Portals. 1 month. Browse to the graphic image you want to use, select the image file and click Open. As a company, Drake Software was first marketed in 1977. Drag and drop file transfer from Drake Portals clients to Drake Documents. . com Referral Program - DIY Online Tax Preparation FAQs. Don’t have an account? Upload or Download files here. A copy of the document appears in the client's From Preparer folder. New 16175: Drake Accounting Manual (DAS) 2 weeks. A phone app is available for taxpayers to use as well. If you need assistance, you can contact Drake Support by phone, email, or chat. Click the eSign button. 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. Additional space is available at $9. Printer Windows GDI (Graphical Device Interface) or HP-compatible laser printer. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. It's currently not in the top ranks. Click on your username and then select Guest Exchange. Popular Tags. New 13370: State. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. Click the eSign button. Backup Online to SecureFilePro. Guest Exchange. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. Set file expiration dates and customize default expiration dates. . The feature Add Signature Fields to Any Document is available for all Drake Portals customers. SecureFileProTM provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. ". PROS. 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. cloud_upload Upload cloud_download DownloadFor information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. See why professional preparers vote Drake #1 year after year. Guest Exchange. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. SecureFilePro is considered an add-on and is purchased separately from Drake Tax. com) with an Administrator or Preparer login. The developer, Drake Software Mobile, indicated that the app’s privacy practices may include handling of data as described below. Upload. Select the radio button Sign online via SecureFilePro. 11. 10523: Shipment Letter for Drake Software Release. This desk reference is a. Search for "SecureFilePro. From the Products menu, select Drake Portals. Type your message in the text field, then click Send. New 18323: Multi-Site Account Maintenance. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. Definition and Software Setup. The deadline to comply with GDPR was May 25, 2018. Backup Online to SecureFilePro. Select your client and then click on the Messenger tab. 14. 4. Javascript mus22t be enabled for the correct page displayDrake Software Blog Team - November 16, 2023. When using SFP eSign, remember: The SFP eSign process is different than using a Signature Pad to e-sign. Learn how to access, manage,. Direct transfer of images or documents captured on the Drake Portals client’s mobile device. as those in Drake Tax. 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. Related Links. Password. No SecureFilePro Found Message. Type your message in the text field, then click Send. 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. Click Add to upload additional files (optional). Manage EFINs - See KB 11426 for details. Customize emails to customers, including logos, text and footer. It is extremely slow and very difficult for users to use. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. "Drake's securefilepro is a disaster. The Drake e-Sign Online process requires the purchase of e-Sign Events. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. 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. 11507: Form 843 - Claim for Refund and Request for Abatement. Type your message in the text field, then click Send. 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. The upload screen is displayed: Complete all informational fields as needed. Click Change Logo. Use Logo on Emails "Sent From" Email. Yes, starting in January 2023, Drake Portals now supports gathering electronic signatures for any PDF document; not just those created through Drake Tax. Clearing this option applies to all documents you print with the Drake PDF printer. 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. Compliments of Drake Software 828. 10671: Drake Tax - Software User's Manual. Set file expiration dates and customize default expiration dates. If you prefer a hard copy, you can print one from the CD or order one directly from Drake for $25 (plus tax, shipping, and handling). File Download.