Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. Click the link SecureFilePro eSign Information. 12511: Drake Software Status Page (Website) 2 months. Title. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. Additional space is available at $9. When the free trial period expires, you will have 30 days to upgrade to a paid subscription before your account is terminated. Under Email. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928 Under the Two-Factor Authentication section, choose App. We invite Drake Portals (SecureFilePro) customers to share this video with taxpayers to promote secure communications with taxpayers. Click the eSign button. This 2023 Drake tax software review looks at the features that make up this accounting software. Notifications. 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. 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. ) Shipping City * Shipping State *. Learn the basics of Drake Software products with these short instructional videos. Click Change Logo. New 10983: Installing Drake Tax New 18321: 2023. 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. Click on your username and then select Guest Exchange. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Browse to the graphic image you want to use, select the image file and click Open. Don’t have an account? Upload or Download files here. com (also known as the Drake Software Support website or Drake Account), was migrated to the new single sign-on process. CONS. New 10888: Contacting Drake Support. 10. 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. It is web-based and works with most browsers and computers. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. 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. 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). 00 out of 5 stars, based on 11 ratings. To offer your customers the ability to sign documents remotely, check out Drake E-Sign – Online. 2 months. To send a message to your client, first check if they’re set up to use Drake Portals. Preparer – Receiving a File. 7 months. Most other software charges you extra for additional states. In Drake Tax, the option is available in the Backup and Restore dialog box. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. The app will display a six-digit code. The developer, Drake Software Mobile, indicated that the app’s privacy practices may include handling of data as described below. 18 Broadcast - Annual Filing Season Program, Earn Your Record of Completion for 2024. 1 month. An email will be sent to verify your identity when you log in from a new device. Browse to the graphic image you want to use, select the image file and click Open. 15626: EU General Data Protection Regulation Law - Drake Portals and Drake Websites. 15844: Hide Return Notes. If you want to configure MFA through an Authenticator App, you can do so using the Drake User Manager (see Related Links below). Cons: The biggest drawback for Drake is the esignature process through Drake Portals. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. Click the eSign button. Drake E-Sign – Online. From this section, the taxpayer will click on Pay and. 1 week. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Drake Portals. Custom subdomain – <yourbusinessname>. Browse to the graphic image you want to use, select the image file and click Open. Log in to Drake Portals. If you need assistance,. Select the relevant report such as Client List (All Clients). Save the PDF of the return. Providers must login to e-services and navigate to the e-file Application. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. 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. 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. Manage EFINs - See KB 11426 for details. From this section, the taxpayer will click on Pay and. Modified Date. Click the link eSign Information. Use default no-reply@securefilepro. In Drake Tax, the option is available in the Backup and Restore dialog box. Flexible storage – Drake Portals comes with 5 GB of file transfer space for all plans. Account Tab. Drake Software offers various platforms for tax preparation, including Drake on the Desktop, Drake Tax, Drake Accounting, and Drake Documents. 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. 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. Settings are saved automatically. Click Submit. Click the Bill button to send the bill amount to the taxpayer. Use Logo on Emails. 14315: Organizers - New Client Blank Fillable Organizer. Create an access code with either the last four of the client’s ID number or. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. A single message is limited to 1000 characters, including spaces. . Under the Actions column, click the icon and choose Delete Client. Clearing this option applies to all documents you print with the Drake PDF printer. Drake Portals is a web-based service that lets you create a secure website on the SecureFilePro. Click the link SecureFilePro eSign Information. Click Configure Automatic Backups. Account Tab. Yes, starting in January 2023, Drake Portals now supports gathering electronic signatures for any PDF document; not just those created through Drake Tax. Virtual Currency response field removed when importing Client Profile. Popular Tags. Every Drake Portals package, including the 14-day free. 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. Select Rename Folder or Delete Folder from the. 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. All files are stored as a PDF, so users must print to the included. 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. There are lots of video tutorials and an nice set of help. Select your client and then click on the Messenger tab. As a company, Drake Software was first marketed in 1977. 1 year. Upload. A single message is limited to 1000 characters, including spaces. Preparer – Receiving a File. It is web-based and works with most browsers and computers. The Drake User Account website, Support. New 18313: 2023. Select the Drake PDF Printer from the Select Printer drop list. Enter your Drake Portals Username and Password in the Drake Portals Pane, and then click Login. Most other software charges you extra for additional states. DrakeSoftware. Drake Portal Orders. More information is available on the Drake Portals page. If your account is terminated for failing to upgrade to a paid subscription, the subdomain you chose will be recycled. 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. 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. 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. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. com), cloud. drakesoftware. To rename or delete the folder, select it in the Drake Portals pane and right click. Click Change Logo. Javascript must be enabled for the correct page displayThis Service Agreement (the “Agreement”) is a binding agreement between you (“Customer” or “you”) and Drake Software, LLC (“Drake”), and governs your use of Drake Portals and any other services or features you purchase or made available to you through Drake Portals, including Drake E-Sign Online (collectively, the “Service”). 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 >. 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. Access SecureFilePro. 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. When using SFP eSign, remember: The SFP eSign process is different than using a Signature Pad to e-sign. Client – Sending a File. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-99282017 Rating – 4. Software Purchase Assistance – Purchase Drake Tax with $0 up-front. 1 year. Serial Numbers - Access your current and prior. While Drake Portals is integrated with Drake Software as well as the Drake Documents, documents produced by other software. Drag and drop file transfer from Drake Portals clients to Drake Documents. 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. Loading; Loading the requested domain. Educate Yourself on Tax Law Changes. 10671: Drake Tax - Software User's Manual. Password. drakezero. Drake Tax cloud backup – You can now also use Drake Portals to back up your Drake Tax files. Among other things, the law can apply to non-EU companies who. Click the link SecureFilePro eSign Information. 1 month. Seamless integration with Drake Tax Software. Select the file to be uploaded and click Open. 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. Your site may be accessed anywhere the Internet is available. The APK has been available since December 2022. 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. 890. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. 11340: 706 - Estate Tax Returns FAQs. Drake Software offers a comprehensive guide to using its portals service, which allows you to share files securely and efficiently with your clients. Simply select . Compliments of Drake Software 828. If you are a Drake Software customer, you can access your. Cons: The biggest drawback for Drake is the esignature process through Drake Portals. 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. ScheduleC x39. From the Products menu, select Drake Portals. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. com subdomain: <yourbusinessname>. com [email protected] the Drake Portals website, follow these steps: Click on your username and choose Account Settings. . The client will receive a notification email that a bill has been sent. 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. While tax clients have always been able to access the web-based client portal from a browser, they can now download the SecureFilePro. You can also use Drake Portals to back up your Drake Tax and Drake Documents files to the cloud. It's currently not in the top ranks. The Drake e-Sign Online process requires the purchase of e-Sign Events. the option, go to Drake Documents > Setup > SFP Settings > Connect Features tab > check the Sign Forms option. 2023-11-09 V5. Learn the basics of Drake Software products with these short instructional videos. . Double-click on the preparer or select the preparer and click Edit Preparer. 11. As a company, Drake Software was first marketed in 1977. In order to upload a new file to the Outgoing Files section, follow the steps below: Log into Drake Portals. It greatly reduces paper handling and storage needs for paper documents. SecureFilePro is ideal for users who prefer paperless options, and the LookBack feature lets you view the prior year’s tax return data. 98 / 5 stars vs ProSeries Tax which has 152 reviews and a rating of 4. 5 Stars. CPE Training x42. DrakePortals provides tax professionals a Drake Tax®-integrated, SecureFilePro. On the Home window of Drake, select Setup > Printing > Printer Setup. 11340: 706 - Estate Tax Returns FAQs. Because Drake Accounting is the hub of all payroll activity, those using Drake Accounting must accept or invoke this synchronization (or “sync”). cloud_upload Upload cloud_download DownloadFor information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. From the Products menu, select Drake Portals. You can easily manage your SecureFilePro employee accounts right inside Drake Documents. 9500 Webinars at DrakeSoftware. You can further increase the security of your account by using an authenticator app, such as Google Authenticator. Select Clients from the Delete all files in drop list. 17694: Schedule K1 - Box 21 (Drake21) 2 months. Expand Advanced Settings. See why professional preparers vote Drake #1 year after year. In the New Exchange window, enter the following items: Recipient (s) Email Address. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. To send a message to your client, first check if they’re set up to use Drake Portals. as those in Drake Tax. Drag and drop file transfer from Drake Portals clients to Drake Documents. 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. Backup Online to SecureFilePro. Don’t have an account? Upload or Download files here. Direct transfer of images or documents captured on the Drake Portals client’s mobile device. securefilepro. . 14308: Drake Portals - Making, Storing, Restoring, and Deleting Backups. Click here for more information. 11507: Form 843 - Claim for Refund and Request for Abatement. Drake Portal Orders. The upload screen is displayed: Complete all informational fields as needed. On the Home page, expand the Clients section. Included in Drake Portals. com-subdomain website for exchanging tax documents, communicating with clients, collecting signatures and payments, and more. Custom subdomain – <yourbusinessname>. Right-click and select Create New Folder. com (also known as the Drake Software Support website or Drake Account), was migrated to the new single sign-on process. Set Number of Weeks to Keep. The preparer's e-signature is not applied via this process; it is only designed to gather the taxpayers' electronic signatures. Title. The administrator can change this selection by clicking Edit. Search for "SecureFilePro. This will load the client creation window. Shipping Address * Shipping Address (cont. Optional: Password protect. Modified Date. 11574: Online Filing (OLF) Help for Taxpayers. Add custom instructions to emails sent to the selected type of client. ). Comparisons. Offsite Backup Back up your critical client data files to a secure server using the integrated Drake Portals backup option in Drake Tax. Loading; Loading the requested domain. Click the link SecureFilePro eSign Information. Modified Date. Select Rename Folder or Delete Folder from the. Drake Accounting® Classroom Training - CPE Training. There are lots of video tutorials and an nice set of help. 26 Broadcast - Drake In Depth: Self-Employment and Rental Income - CPE Training New 18312: 2023. Send a file to multiple recipients by entering multiple. 2019 Rating – 4. We would love to talk more about how Drake Portals and the SecureFilePro app can streamline tax season for you and your client base. 890. com. 5 years. Seamless integration with Drake Tax Software. SecureFilePro has a. 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. Clients and taxpayers that use Drake Portals are. This desk reference is a. Send and receive instant messages through Messenger. 1 month. See below for steps on deleting backups that are stored in Drake Portals. The Preparer site is used to manage your Drake Portals account, access secure document exchange and other interactive functions as well as portal site settings, client. We are always happy to hear from you at (800). (Requires a Drake Portals (SecureFilePro) account, plus additional fee for e. To use SFP eSign: First, purchase eSignature events. 2023-08-14 V5. Your site may be accessed anywhere the Internet is available. Popular Articles : Title: 13325: Return Due Dates and Deadlines. The last update of the app was on September 28, 2023. Definition and Software Setup. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. 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 Send to cloud storage. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. 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. 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. Drake Portals is a web-based service that lets you create a secure website on the SecureFilePro. 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. Upload from Drake Tax: Whenever you print to Drake Documents with the Drake PDF printer, select the. • The portal provides you with a secure way to exchange confidential. 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. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. Your site may be accessed anywhere the Internet is available. Drake Software Support - Single Sign On. Account Tab. Customize emails to customers, including logos, text and footer. Create, organize and find documents, without ever needing a paper copy. The "View/Print Tax Return" dialog opens. Drake Software | 800. 8020 > DrakeSoftware. Drake runs quickly and covers our needs for tax preparation. Click Print. SFP provides the secure transfer of files and information between you and your clients including: Drag and drop file transfer from Drake Documents to clientsEmail Footer - Click edit to customize the text that appears at the bottom of all emails sent to clients from Drake Portals. Browse to the graphic image you want to use, select the image file and click Open. 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. drakesoftware. Browse to the graphic image you want to use, select the image file and click Open. This setting is found in Drake Documents > Setup > SFP Settings > Employees tab. There are two supported authentication code retrieval methods discussed below. 11574: Online Filing (OLF) Help for Taxpayers. "Drake's securefilepro is a disaster. Javascript must be enabled for the correct page displayProcessor. E-file Password - Manage your Drake e-filing password from within the Drake Support website. Client – Receiving a File. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. Drake 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. Upload from Drake Tax: Whenever you print to Drake Documents with the Drake PDF printer, select the. Enter your email address and password to sign in. Password Recovery. 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. Price range: The desktop version is between $345 and $1,625. Additional space is available at $9. Select a date from the calendar control that appears when you click the Uploaded on or before field. com) with an Administrator or Preparer login. com [email protected] speed you need – Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. After the PDF is printed, a dialog box displays the client's Drake Portals folders. Marketing Pro – Manage your business and your marketing from one digital platform. Under Email. SecureFilePro is considered an add-on and is purchased separately from Drake Tax. Drake Tax offers two platforms: A desktop version and a web-hosted version called Drake Tax in the Cloud. To send a file to someone who does not have a Drake Portals account, click on the Guest Exchange icon in the Drake Portals - SecureFilePro Pane of Drake Documents, then: In the Recipient Email pane, click on a blank row under Email. The speed you need – Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. 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; 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 portalVideos. 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. . View the completed return and select the pages that should be included in the eSignature PDF. Expand Advanced Settings. To a first time user of the software, it can seem extremely complex. You can also print to a real printer at this step if desired. Drake Tax has 89 reviews and a rating of 3. 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 Manual code to set up the app with a code. To use SFP eSign: First, purchase eSignature events. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928New 18328: 2023. 524. Having a convenient list of commonly accessed tax information can make it easier to weather the hectic pace of filing season. There are four tabs on the SecureFilePro Guest Exchange window. 03 / 5 stars. Skip to main content Site Map. 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. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. Select settings: Verify the time. Send a file to multiple recipients by entering multiple. 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 access Guest Exchange, click on the icon in the SFP pane of Drake Documents. View the completed return and select the forms that should be included in the PDF for e-signing. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. Drake Tax from Drake Software is well-suited for small to mid-sized accounting firms that process both individual and business taxes. 0. 14454: State, AMT, and Book Depreciation Amounts Not Updating from Prior Year. com Referral Program - DIY Online Tax Preparation FAQs. 2. The default settings for each tab set focus to the first form in the list. You can further increase the security of your account by using an authenticator app, such as Google Authenticator. If accessing your Drake Portals client documents via the Drake Portals Pane in Drake Documents, follow these steps:Backup Online to SecureFilePro. Password. Enterprise Office Manager. 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. Follow the app specific steps to activate the app. Drake Tax has 89 reviews and a rating of 3. Use Logo on Emails "Sent From" Email. Second, sign with eSignature events. See why professional preparers vote Drake #1 year after year. If they’re not set up, see Related Links below for instructions on client setup. Shipping Address is the same as the Billing Address. Username. 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 >. And that is where SecureFilePro from Drake Software is a critical technology for accounting and other financial services firms. Type your message in the text field, then click Send. Calculation results and full return view just a click away. Drake eSignature is integrated into SFP and allows your 1040 clients to review and sign tax documents on their mobile devices or computers. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money. TaxAct Professional: Best value for preparing unlimited returns. There are two supported authentication code retrieval methods discussed below. Every Drake Portals package, including the 14-day free. ScheduleC x39. Under the From Preparer section, click the Upload icon. 235 East Palmer Street. cloud_upload Upload cloud_download DownloadPricing options.