sk8monroe , 04/11/2023. Cons: The biggest drawback for Drake is the esignature process through Drake Portals. To rename or delete the folder, select it in the Drake Portals pane and right click. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-99282017 Rating – 4. . It is web-based and works with most browsers and computers. SECUREFILEPRO SecureFileProTM, an HTTPS file-sharing site, allows you to send and receive documents on your own secure WebFrom the Messenger tab of Drake Portals, you can:. 12511: Drake Software Status Page (Website) 2 months. It is web-based and works with most browsers and computers. Click the link SecureFilePro eSign Information. And that is where SecureFilePro from Drake Software is a critical technology for accounting and other financial services firms. Download SecureFilePro and enjoy it on your iPhone, iPad and iPod touch. Select Rename Folder or Delete Folder from the. Select your client and then click on the Messenger tab. 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. To use SFP eSign: First, purchase eSignature events. Open Drake Documents and go to Settings > Clients tab > New Client (s) button. The software scans the clients chosen and then displays the Organizer/Proforma – Print Options window. There are two supported authentication code retrieval methods discussed below. 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. Set file expiration dates and customize default expiration dates. 98 / 5 stars vs ProSeries Tax which has 152 reviews and a rating of 4. Sign up for a SecureFilePro Account. Modified Date. 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 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. Check the pros & cons to see if the pricing plans are worth it. At the top, click Create New Exchange. 0. 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. Clients and taxpayers that use Drake Portals are. New 18313: 2023. Click Submit. " This. Over the next several months, Drake Software will be transitioning to a single sign-on (SSO) model for accessing Drake websites and applications. Calculation results and full return view just a click away. The last update of the app was on September 28, 2023. More information is available on the Drake Portals page. . 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. Drake Tax. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. Taxpayers can download the mobile app from the Google Play Store and the Apple App Store. Use Logo on Emails "Sent From" Email. New 18328: 2023. drakezero. In order to upload a new file to the Outgoing Files section, follow the steps below: Log into Drake Portals. Enter the New folder name and click OK. 10. Browse to the graphic image you want to use, select the image file and click Open. Serial Numbers - Access your current and prior. CPE Training x42. 2023-11-09 V5. The client will: Navigate to your Drake Portals website and locate the Guest Exchange panel: Click Upload. If you do not have any e-Sign Events available for use, the radio button will be grayed out. 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. W2 x103. Select a date from the calendar control that appears when you click the Uploaded on or before field. 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 last 30 days, the app was downloaded about 470 times. 1099R x42. com [email protected] speed you need – Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. Lacerte: Best for complex returns, such as consolidations. Choose to send the documents to your printer, save to Drake Documents (previously DDM), upload to Drake Portals (SecureFilePro in Drake19 and prior), and/or generate fillable PDFs. . Select your client and then click on the Messenger tab. Drake Portals is a web-based service that lets you create a secure website on the SecureFilePro. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928New 18328: 2023. 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). Select the radio button Sign online via Drake Portals TM . 10139: Schedule D, Form 8949, GruntWorx Trades Import. Select the relevant report such as Client List (All Clients). Home; Products. 26 Broadcast - Drake In Depth: Self-Employment and Rental Income - CPE Training New 18312: 2023. Browse to the graphic image you want to use, select the image file and click Open. Send a file to multiple recipients by entering multiple. as those in Drake Tax. The developer, Drake Software Mobile, indicated that the app’s privacy practices may include handling of data as described below. 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. Under Email. SecureFilePro has a. Click Change Logo. 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 E-Sign – Online. Click Manual code to set up the app with a code. 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®. Popular Articles : Title: 13325: Return Due Dates and Deadlines. Click the link SecureFilePro eSign Information. Eventually, all Drake users will have only. 11. There are two supported authentication code retrieval methods discussed below. 17923: Drake Portals - SecureFilePro Mobile App for Taxpayers. Account Tab. Drake Portals (SecureFilePro TM) Note: This change only affects Drake Portals administrator and preparer accounts. 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. You can also use. Send and receive instant messages through Messenger. 06. Files you download through your browser are saved to your browser's default location, unless you select another location. Automatic data flow from federal return to state and city returns, with override options. . Copy files to CD — Copy Drake Documents files directly to a CD. k. 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. To manually sync records, complete the following: 1. 12485: 709 - Move Amount from Schedule A Part I to Part III. New 16175: Drake Accounting Manual (DAS) 2 weeks. Learn the basics of Drake Software products with these short instructional videos. The "View/Print Tax Return" dialog opens. The upload screen is displayed: Complete all informational fields as needed. Username. 2 GB or more of available hard drive space. Click on any tab. Pricing options. Many options and can take time to learn navigation. Select the relevant report such as Client List (All Clients). Copy files to CD — Copy Drake Documents files directly to a CD. Select settings: Verify the time. The Drake e-Sign Online process requires the purchase of e-Sign Events. To send a message to your client, first check if they’re set up to use Drake Portals. A single message is limited to 1000 characters, including spaces. The Drake Portals Guest Exchange allows you to securely share files with anyone who does not have a Drake Portals account. There are two supported authentication code retrieval methods discussed below. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. Bill a client through Payment. 1040. 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. 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 Drake Portals Guest Exchange allows you to securely share files with anyone who does not have a Drake Portals account. 5 GHz or faster multi-core processor (Intel Core i5 or equivalent) RAM. There are four tabs on the SecureFilePro Guest Exchange window. Drake Portal Orders. Drake Tax. Enter your Drake Portals Username and Password in the Drake Portals Pane, and then click Login. Loading; Loading the requested domain. 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. Drake recommends using Drake Portals – SecureFilePro TM to securely send and receive sensitive data instead. If you do not have any eSignature Events available for use, the radio button will be grayed out. Select return (s) to view and click View. There are lots of video tutorials and an nice set of help. 11507: Form 843 - Claim for Refund and Request for Abatement. Account Tab. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. . 98 / 5 stars vs ProSeries Tax which has 152 reviews and a rating of 4. The Drake Portals Pane displays in the lower right. Click “Add/Delete URL” and proceed as instructed. Object Moved. 0. 1 month. You can also print to a real printer at this step if desired. Shipping Address is the same as the Billing Address. Access SecureFilePro. You can easily manage your SecureFilePro employee accounts right inside Drake Documents. The client will receive a notification email that a bill has been sent. 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. 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. Menu. Drake Software offers various platforms for tax preparation, including Drake on the Desktop, Drake Tax, Drake Accounting, and Drake Documents. Right-click and select Create New Folder. Email Footer - Click edit to customize the text that appears at the bottom of all emails sent to clients from Drake Portals. This setting is found in Drake Documents > Setup > SFP Settings > Employees tab. 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. The preparer's e-signature is not applied via this process; it is only designed to gather the taxpayers' electronic signatures. Sales: (800) 890-9500 Sign In. 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. Customize emails to customers, including logos, text and footer. If you are a Drake Software customer, you can access your own portal here and enjoy the benefits of online backup, file transfer, and client communication. 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. Javascript must be enabled for the correct page displayLoading; Loading the requested domain. Click Upload File (s). How long is the trial period? The free trial is 14 days from the date you sign up. Drake also. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. 12109: Enterprise Office Manager (EOM) 2 years. View the completed return and select the pages that should be included in the eSignature PDF. 10671: Drake Tax - Software User's Manual. 7. 1 month. 5 months. Click here for more information. Guest Exchange. 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. An email will be sent to verify your identity when you log in from a new device. "Sent From" Email. More information is available on the Drake Portals page. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. A song that uses Artificial Intelligence to clone the voices of Drake and The Weeknd has gone viral on social media. For example, choose Documents from Preparer. If you email documents to your clients, Drake Software recommends you password-protect the documents. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. From this section, the taxpayer will click on Pay and. Solid-state (SSD) hard drives can enhance system performance. 10671: Drake Tax - Software User's Manual. 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. 17730: 1040 - K1P Box 20 Code AG. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. 12109: Enterprise Office Manager (EOM) 2 years. 10088: 1040 - K1 Code Data Entry. Drake Accounting is a ground-up rebuild of Drake Software's Accounting/Payroll application using the latest in computer technology. a. On the Guest Exchange window, choose Create Exchange. The Drake User Account website, Support. Browse to the graphic image you want to use, select the image file and click Open. 890. Select the radio button Sign online via SecureFilePro. When the free trial period expires, you will have 30 days to upgrade to a paid subscription before your account is terminated. Client – Receiving a File. Under the From Preparer section, click the Upload icon. GruntWorx Drake Software Support - Single Sign On. Virtual Currency response field removed when importing Client Profile. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money. 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). Right-click and select Create New Folder. All users must purchase e-sign events in order to sign online. 1040. 2 months. Choose Create under the Create Batch Drake Portals Clients section at the bottom of the window. Second, sign with eSignature events. Click on your username and then select Guest Exchange. com MACRS Recovery PeriodHow 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. 9500 Webinars at DrakeSoftware. 3. Drake Tax cloud backup – You can now also use Drake Portals to back up your Drake Tax files. Drake Enterprises, Ltd. Drake Tax from Drake Software is well-suited for small to mid-sized accounting firms that process both individual and business taxes. ScheduleC x39. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. It rapidly grew from a family tax practice into a national brand by providing tax professionals with. Every Drake Portals package, including the 14-day free. Automatic data flow from federal return to state and city returns, with override options. 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. 16562: Drake Portals - Firm/Preparer Multi-Factor Authentication (MFA) 1 year. ProSeries Professional: Best overall professional tax preparation software. internet access (e. Enter your email address and password to sign in. 14308: Drake Portals - Making, Storing, Restoring, and Deleting Backups. 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. Fixed Asset Manager : Title: Modified DateOn the Files tab in the Drake Portals pane, select the destination folder. Included in Drake Portals. Click the link SecureFilePro eSign Information. Drake Portals - SecureFilePro. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. Select your client and then click on the Messenger tab. Drake Portal Orders. Guest Exchange. 5 Stars. Under the Two-Factor Authentication section, choose App. 00 out of 5 stars, based on 11 ratings. The Report Manager window opens. From the Products menu, select Drake Portals. See Related Links below for details. Guest Exchange. Educate Yourself on Tax Law Changes. In Drake Accounting, make the client you want to sync to Portals the active client. From the Products menu, select Drake Portals. Select the file to be uploaded and click Open. To download a file, open Drake Documents and locate the client in the left tree menu. In Drake Tax, the option is available in the Backup and Restore dialog box. From the Messenger tab of Drake Portals, you can:. drakesoftware. Preparer – Receiving a File. New 18323: Multi-Site Account Maintenance. Account:How long is the trial period? The free trial is 14 days from the date you sign up. In Drake Tax, the option is available in the Backup and Restore dialog box. 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. Pros: Drake is a very affordable tax preparation software that doesn't nickel and dime you for every feature. Drake Portal users access the Preparer portal site by logging in to their Drake Portals website (InsertYourSiteName. under the Guest Exchange and complete the displayed page. Check Send to cloud storage. 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. 03 / 5 stars. SecureFilePro is a cloud-based service that allows you to exchange files with your clients securely and conveniently. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928 Under the Two-Factor Authentication section, choose App. Recommended System Requirements • Windows 7, 8 or 10 Professional 64-bit • 2. 14454: State, AMT, and Book Depreciation Amounts Not Updating from Prior Year. . Search for "SecureFilePro. 1 month. Click the eSign button. g. Seamless integration with Drake Tax Software. cloud_upload Upload cloud_download DownloadDrake Portals - SecureFilePro How do I set up Multi-factor Authentication for Drake Portals (SecureFilePro TM )? With the move to a single-sign on model, your entire account is protected with multi-factor authentication by default. File View Returns View/Print Tax Returns - Enhanced View Sign Online via SecureFilePro Drake eSignature is integrated into SFP and allows your 1040 clients to review and sign. The preparer's e-signature is not applied via this process; it is only designed to gather the taxpayers' electronic signatures. Some features, such as Drake e-Sign Online, are only available for use by Drake Tax customers. 15626: EU General Data Protection Regulation Law - Drake Portals and Drake Websites. Send an email to these Drake Software departments directly, or reach out to us using the contact info at the bottom of your screen. 00 out of 5 stars, based on 11 ratings. Shipping Address * Shipping Address (cont. SecureFilePro. Drake Portals - SecureFilePro. It is web-based and works with most browsers and computers. Password protect — Protect your clients’ documents. Your site may be accessed anywhere the Internet is available. Receive email the first time. 1 week. Comparisons. 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). 14. 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 following items may prevent signatures from being uploaded or help you troubleshoot taxpayer failed signatures. E-file Password - Manage your Drake e-filing password from within the Drake Support website. . The Report Manager window opens. Drake Tax offers several tax package. (Requires a Drake Portals (SecureFilePro) account, plus additional fee for e. SecureFilePro. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928Under the Two-Factor Authentication section, choose App. Account:After a taxpayer has set up their password for their Drake Portals account, they have the option to enable Two-Factor Authentication. 17694: Schedule K1 - Box 21 (Drake21) 2 months. If you do not have any eSignature Events available for use, the radio button will be grayed out. Use default no-reply@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. Popular Tags. New 18328: 2023. Drake Tax has 89 reviews and a rating of 3. As a company, Drake Software was first marketed in 1977. com; Use custom ; Activation Link Expiration; Under Notifications. To send a message to your client, first check if they’re set up to use Drake Portals. 890. SecureFilePro. Modified Date. . 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 Change Logo. If they’re not set up, see Related Links below for instructions on client setup. Click Change Logo. Don’t have an account? Upload or Download files here. Drake allows users to store documents of any kind. 11340: 706 - Estate Tax Returns FAQs. DrakePortals provides tax professionals a Drake Tax®-integrated, SecureFilePro. Click Submit. You’ll save money by using less paper and toner, and by cutting the staff time. On the New Exchange window, complete the. Shortcut keys and macros simplify data entry and reduce keystrokes. 1 month. Notifications. Click the link eSign Information. 5. Drake Tax. . To rename or delete the folder, select it in the Drake Portals pane and right click. CONS. . 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. Hire remote preparers: QuickCloud Hosting can turn Drake Tax into cloud software starting at $25 per user, per month,. The APK has been available since December 2022. 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. For example, choose Documents from Preparer. 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. Enter a Name in the Name field. 11665: 1065 - Entering Partner Capital Accounts. Optional: Password protect. ScheduleA. 03 / 5 stars. Custom branded with your company name, logo and a custom web address. . All subscriptions to the SecureFilePro™ service are subject to Automated Recurring Billing (ARB), by credit card, for purposes of renewal and continuation of service. Sign InSelect File > View; the "EF Selector" dialog opens. 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. Drake Tax: Best value for preparing 30 or fewer individual and business returns. Click Change Logo. At the top, click Create New Exchange. All files are stored as a PDF, so users must print to the included. Choose Create under the Create Batch Drake Portals Clients section at the bottom of the window. 524. Enter a Name in the Name field. Log in to the Drake Software Support website. 17730: 1040 - K1P Box 20 Code AG.