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 Software Support cannot provide assistance backing up or restoring from a CD-RW. Send a file to multiple recipients by entering multiple. Right-click and select Create New Folder. New 10888: Contacting Drake Support. From this section, the taxpayer will click on Pay and. Save the PDF of the return. For example, choose Documents from Preparer. You can further increase the security of your account by using an authenticator app, such as Google Authenticator. . Drake recommends using Drake Portals – SecureFilePro TM to securely send and receive sensitive data instead. com. Enter a Name in the Name field. Notifications. Documents can only be signed via Drake Portals if enough e-Sign Events have been purchased and are available. Optional: Password protect. CONS. 11. There are two supported authentication code retrieval methods discussed below. It is web-based and works with most browsers and computers. 10. Browse to the graphic image you want to use, select the image file and click Open. The preparer's e-signature is not applied via this process; it is only designed to gather the taxpayers' electronic signatures. View the completed return and select the pages that should be included in the eSignature PDF. Select the radio button Sign online via SecureFilePro. com subdomain: <yourbusinessname>. SecureFilePro. Right-click and select Create New Folder. Cons: The biggest drawback for Drake is the esignature process through Drake Portals. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. Taxpayers can download the mobile app from the Google Play Store and the Apple App Store. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Date Posted: 12/7/2011 Drake Software Introduces Secure File Pro Franklin, NC (December, 2011) - Drake Software will soon unveil another great product, SecureFilePro – a safe and convenient document exchange program that will allow tax professionals to exchange documents such as tax returns and profit and loss statements with their clients. You can also print to a real printer at this step if desired. Click Update. This will load the client creation window. 1 month. See why professional preparers vote Drake #1 year after year. 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. Don’t have an account? Upload or Download files here. Drake eSignature is integrated into SFP and allows your 1040 clients to review and sign tax documents on their mobile devices or computers. Select your client and then click on the Messenger tab. Browse to the graphic image you want to use, select the image file and click Open. Type your message in the text field, then click Send. Price range: The desktop version is between $345 and $1,625. SecureFilePro. 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. the option, go to Drake Documents > Setup > SFP Settings > Connect Features tab > check the Sign Forms option. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. If your account is terminated for failing to upgrade to a paid subscription, the subdomain you chose will be recycled. 0. . It is web-based and works with most browsers and computers. In the Drake Portals pane, click on the Files tab and open the folder Documents to Preparer. Title. DrakeSoftware. You can further increase the security of your account by using an authenticator app, such as Google Authenticator. See why professional preparers vote Drake #1 year after year. 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. There are two supported authentication code retrieval methods discussed below. 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. The upload screen is displayed: Complete all informational fields as needed. To a first time user of the software, it can seem extremely complex. 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. You have four ways to send or receive files: Preparer – Sending a File. New 10983: Installing Drake Tax New 18321: 2023. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. ProConnect Tax Online: Best for QuickBooks Online ProAdvisors. Browse to the graphic image you want to use, select the image file and click Open. Browse to the graphic image you want to use, select the image file and click Open. 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. com-subdomain website for exchanging tax documents, communicating with clients, collecting signatures and payments, and more. SFP clients can send SecureFilePro domain name change requests from Drake Portals Settings in Drake Documents. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. GruntWorxModified Date. New 16175: Drake Accounting Manual (DAS) 2 weeks. Access all your Drake products and services with one login. E-file Password - Manage your Drake e-filing password from within the Drake Support website. 890. Notifications. 17730: 1040 - K1P Box 20 Code AG. 1 month. "Drake's securefilepro is a disaster. Click the link SecureFilePro eSign Information. Comparisons. Drake Accounting Drake Portals (SecureFilePro) provides secure file exchange for your practice, so you and your client can exchange tax documents securely and conveniently. Preparer – Receiving a File. 2023-08-14 V5. . 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 OutgoingDrake Software is a complete professional tax preparation program for federal and state returns, business and individual. The last update of the app was on September 28, 2023. 11. . 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. Save the PDF of the return. Modified Date. 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. See why professional preparers vote Drake #1 year after year. Try it for free or choose from different plans and pricing options. 5 months. Select the file to be uploaded and click Open. Go to Tools > File Maintenance > Backup. com Affiliates (OLF) Title. Drake Software offers a comprehensive guide to using its portals service, which allows you to share files securely and efficiently with your clients. 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. Many options and can take time to learn navigation. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928New 18328: 2023. Drake Tax has 89 reviews and a rating of 3. Click Add to upload additional files (optional). From the Products menu, select Drake Portals. An email will be sent to verify your identity when you log in from a new device. cloud_upload Upload cloud_download DownloadPricing options. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. Enter your email address and password to sign in. The responses also. 1 year. SecureFilePro is ideal for users who prefer paperless options, and the LookBack feature lets you view the prior year’s tax return data. Drake Portal Orders. Drag and drop file transfer from Drake Portals clients to Drake Documents. ProSeries Professional: Best overall professional tax preparation software. 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. Pros: Drake is a very affordable tax preparation software that doesn't nickel and dime you for every feature. Download SecureFilePro and enjoy it on your iPhone, iPad, and iPod touch. Because Drake Accounting is the hub of all payroll activity, those using Drake Accounting must accept or invoke this synchronization (or “sync”). A phone app is available for taxpayers to use as well. 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. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. To use SFP eSign: First, purchase eSignature events. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. securefilepro. Browse to the graphic image you want to use, select the image file and click Open. Select Rename Folder or Delete Folder from the. 1 year. 2 GB or more of available hard drive space. " This app is only designed for taxpayers to login and use; not for the firm or tax preparers. If you do not have any eSignature Events available for use, the radio button will be grayed out. If they’re not set up, see Related Links below for instructions on client setup. In Drake Tax, the option is available in the Backup and Restore dialog box. New 16175: Drake Accounting Manual (DAS) 2 weeks. Select Rename Folder or Delete Folder from the. Select the (F8) Edit Printer Settings tab. The Drake Portals Pane displays in the lower right. New 18328: 2023. The Drake User Account website, Support. Click Change Logo. You have four ways to send or receive files: Preparer – Sending a File. Review. Select return (s) to view and click View. 13187: 706 - Line 1 is Blank. 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. Calculation results and full return view just a click away. Select your client and then click on the Messenger tab. . Drake runs quickly and covers our needs for tax preparation. Search for "SecureFilePro. 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. Go to Firm > Portal Setup. The administrator can change this selection by clicking Edit. Client – Sending a File. On the New Exchange window, complete the. 15626: EU General Data Protection Regulation Law - Drake Portals and Drake Websites. See why professional preparers vote Drake #1 year after year. 15844: Hide Return Notes. Guest Exchange. If you do not have any eSignature Events available for use, the radio button will be grayed out. In the New Exchange window, enter the following items: Recipient (s) Email Address. The deadline to comply with GDPR was May 25, 2018. Guest Exchange. Sign up for a SecureFilePro Account. New 18320: 2023. In order to upload a new file to the Outgoing Files section, follow the steps below: Log into Drake Portals. Learn how to access, manage,. Enter the New folder name and click OK. Recommended System Requirements • Windows 7, 8 or 10 Professional 64-bit • 2. • The portal provides you with a secure way to exchange confidential. The preparer's e-signature is not applied via this process; it is only designed to gather the taxpayers' electronic signatures. Drake Tax offers two platforms: A desktop version and a web-hosted version called Drake Tax in the Cloud. Select Firm Management. 2023-11-09 V5. We invite Drake Portals (SecureFilePro) customers to share this video with taxpayers to promote secure communications with taxpayers. Log in to Drake Portals. Serial Numbers - Access your current and prior. 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 >. Automatic data flow from federal return to state and city returns, with override options. The last update of the app was on September 28, 2023. Select the radio button Sign online via Drake Portals TM . Set file expiration dates and customize default expiration dates. Don’t have an account? Upload or Download files here. 98 / 5 stars vs MyTAXPrepOffice which has 103 reviews and a rating of 4. Account Tab. 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. 1 month. 10671: Drake Tax - Software User's Manual. 0. New 18313: 2023. Drake Portals (SecureFilePro TM) Note: This change only affects Drake Portals administrator and preparer accounts. 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). Preparer – Receiving a File. If they’re not set up, see Related Links below for instructions on client setup. With the move to a single-sign on model, your entire account is protected with multi-factor authentication by default. ) Shipping City * Shipping State *. Check Send to cloud storage. To send a message to your client, first check if they’re set up to use Drake Portals. com [email protected] the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Having a convenient list of commonly accessed tax information can make it easier to weather the hectic pace of filing season. 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 will load the client creation window. Learn the basics of Drake Software products with these short instructional videos. Pros: Drake is a very affordable tax preparation software that doesn't nickel and dime you for every feature. 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 administrator can change this selection by clicking Edit. After downloading the app, the taxpayer will enter the email address that is associated with. Drake Tax. From the Messenger tab of Drake Portals, you can:. Drake Portals - SecureFilePro Choose from the following frequently asked questions about folders available in Drake Portals: Adding, Deleting, and Renaming Custom FoldersDrake Software conducted a comprehensive survey involving over 1,000 tax professionals to understand their pricing strategies for the upcoming 2023 tax filing. 2 months. To send a message to your client, first check if they’re set up to use Drake Portals. 11. Add custom instructions to emails sent to the selected type of client. Click Upload File (s). Modified Date. Click Manual code to set up the app with a code. To rename or delete the folder, select it in the Drake Portals pane and right click. The free trial is 14 days from the date you sign up. Eventually, all Drake users will have only. Direct transfer of images or documents captured on the Drake Portals client’s mobile device. Modified Date. Create an access code with either the last four of the client’s ID number or. Included in Drake Portals. Drake Software requires a third party email account from an online provider to send email to any address other than DrakeSoftware. Drake Software | 800. Shipping ZIP * -10847: Form 9325 After IRS Acceptance - Notifying the Taxpayer. CONS. In order to upload a new file to the Outgoing Files section, follow the steps below: Log into Drake Portals. 11727: 1040. Calculation results and full return view just a click away. Under the From Preparer section, click the Upload icon. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. 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 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. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928 Under the Two-Factor Authentication section, choose App. Read reviews, compare customer ratings, see screenshots and learn more about SecureFilePro. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. At the top, click Create New Exchange. 1 month. Guests can send and receive files without going through a portal. Client – Sending a File. 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 allows users to store documents of any kind. Learn how to customize your firm’s Drake Portals (SecureFilePro) account settings, including the custom web address, subscription status, notification options, and more. Documents for a selected client display on the upper right, in the Documents Pane. 1 month. Videos. 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. 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. com) with an Administrator or Preparer login. Log in to the Drake Software Support website. W2 x103. See Related Links below for details. It rapidly grew from a family tax practice into a national brand by providing tax professionals with. 11507: Form 843 - Claim for Refund and Request for Abatement. . 10671: Drake Tax - Software User's Manual. Clients and taxpayers that use Drake Portals are. Password. 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. On the Guest Exchange window, choose Create Exchange. 95 per month or $99. drakesoftware. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. It is web-based and works with most browsers and computers. Right-click and select Create New Folder. Under Email. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. Drag and drop file transfer from Drake Portals clients to Drake Documents. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. 5 Stars. All documents in SecureFilePro are exchanged in PDF to prevent unauthorized changes on any document that is shared. Seamless integration with Drake Tax Software. New 18313: 2023. Compliments of Drake Software 828. Drake runs quickly and covers our needs for tax preparation. Optional: Password protect. Select the radio button Sign online via SecureFilePro. The Drake Portals Guest Exchange allows you to securely share files with anyone who does not have a Drake Portals account. 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 >. Popular Tags. 11. 11340: 706 - Estate Tax Returns FAQs. Loading; Loading the requested domain. . Drake Software. New 18323: Multi-Site Account Maintenance. File Download. Additional space is available at $9. The speed you need – Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. In Drake Tax, the option is available in the Backup and Restore dialog box. 2 months. 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. Type your message in the text field, then click Send. As a company, Drake Software was first marketed in 1977. Set Number of Weeks to Keep. Drake Tax: Best value for preparing 30 or fewer individual and business returns. SecureFilePro is a cloud-based service that allows you to exchange files with your clients securely and conveniently. See below for steps on deleting backups that are stored in Drake Portals. We would love to talk more about how Drake Portals and the SecureFilePro app can streamline tax season for you and your client base. Browse to the graphic image you want to use, select the image file and click Open. drake software & securefilepro i use drake software & securefilepro hand in hand when signing documents online with clients, and needing a high security way to do it —- thumbs up for securefilepro —- the best product out there for signing & secure file transfer — user friendly Under the From Preparer section, click the Upload icon. Additional space is available at $9. To rename or delete the folder, select it in the Drake Portals pane and right click. Click Print. Called Heart On My Sleeve, the track simulates. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928Under the Two-Factor Authentication section, choose App. 12109: Enterprise Office Manager (EOM) 2 years. Don’t have an account? Upload or Download files here. An email will be sent to verify your identity when you log in from a new device. It's currently not in the top ranks. Client – Receiving a File. Use Logo on Emails "Sent From" Email. Quick, informative videos to learn all about Drake Software, including software setup, practice management tools, bank products, e-filing and many more topics. Type your message in the text field, then click Send. Object moved to here. DSL, cable, fiber optic) is recommended for GruntWorx, SecureFilePro, and Google and Outlook Calendar integration. 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. To a first time user of the software, it can seem extremely complex. Access all your Drake products and services with one login. Learn how to access, manage, and customize your portals account, as well as troubleshoot common issues and questions. Preparer – Receiving a File. 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. To manually sync records, complete the following: 1. Send and receive instant messages through Messenger. Click on your username and then select Guest Exchange. Optional: Password protect. Click the link eSign Information. com [email protected] speed you need – Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. ScheduleC x39. Drake Accounting® Classroom Training - CPE Training. 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. Every Drake Portals package, including the 14-day free. 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. Every Drake Portals package, including the 14-day free trial, has access to all Drake Portals features (Files, Profile, Checklist, Questionnaires, Signatures, and, Payment). 11. Other videos from the same category. Printer Windows GDI (Graphical Device Interface) or HP-compatible laser printer. If they’re not set up, see Related Links below for instructions on client setup. Create an access code with either the last four of the client’s ID number or. If you do not have any eSignature Events available for use, the radio button will be grayed out. 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. 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. New 17009: Update a Client From Prior Year (DAS21 and Future) New 14862: e-Filing Reject - IND-116-01. Shortcut keys and macros simplify data entry and reduce keystrokes. To a first time user of the software, it can seem extremely complex.