The Drake Portals Pane displays in the lower right. The selected tab’s tree view is presented in the left-hand panel. It is extremely slow and very difficult for users to use. Many options and can take time to learn navigation. New 18313: 2023. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money. com domain where you and your clients can exchange confidential tax documents safely and conveniently. 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. Browse to the graphic image you want to use, select the image file and click Open. From the selection window, choose the files you wish to download together in a batch and select Download. Shortcut keys and macros simplify data entry and reduce keystrokes. Before you first use Guest Exchange, you must turn it on to make it accessible to you and to your clients. Access SecureFilePro. Drag and drop file transfer from Drake Portals clients to Drake Documents. SecureFilePro. Pros: Drake is a very affordable tax preparation software that doesn't nickel and dime you for every feature. Don’t have an account? Upload or Download files here. 1099R x42. It's currently not in the top ranks. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. 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. No SecureFilePro Found Message. Taxpayer Portal Basics. " "If there is a problem that arises they fix it asap. 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. W2 x103. Send an email to these Drake Software departments directly, or reach out to us using the contact info at the bottom of your screen. Loading; Loading the requested domain. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. 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. Guest Exchange. This video demonstrates portal basics to the end user, including logging in, sharing files, and account settings. You can further increase the. Customize emails to customers, including logos, text and footer. Calculation results and full return view just a click away. . Expand Advanced Settings. The Drake e-Sign Online process requires the purchase of e-Sign Events. Additional space is available at $9. Providers must login to e-services and navigate to the e-file Application. Click the eSign button. com; Use custom ; Activation Link Expiration; Under Notifications. Modified Date. Click here for more information. Files you download through your browser are saved to your browser's default location, unless you select another location. Learn the basics of Drake Software products with these short instructional videos. 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. 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. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. Credit & Debit Card Processing – Give clients more payment options. Popular Tags. Bill a client through Payment. Shipping Address * Shipping Address (cont. All documents in SecureFilePro are exchanged in PDF to prevent unauthorized changes on any document that is shared. 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. Guests can send and receive files without going through a portal. To offer your customers the ability to sign documents remotely, check out Drake E-Sign – Online. Linking Drake & SecureFilePro Follow these instructions to link your copy of Drake Tax to your SecureFilePro portal account. 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. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. GruntWorxModified Date. 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. 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. Drake runs quickly and covers our needs for tax preparation. Select the radio button Sign online via SecureFilePro. Backup Online to SecureFilePro. You can further increase the security of your account by using an authenticator app, such as Google Authenticator. Password Recovery. 02 Broadcast - Catch our Drake Accounting® Classroom Training! CPE TrainingGuest Exchange. Upload from Drake Tax: Whenever you print to Drake Documents with the Drake PDF printer, select the. 11. This setting is found in Drake Documents > Setup > SFP Settings > Employees tab. com. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928Ryan Norton Friday, October 07, 2022. ScheduleE x34. SecureFilePro. Clearing this option applies to all documents you print with the Drake PDF printer. Customize emails to customers, including logos, text and footer. 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. It is web-based and works with most browsers and computers. SecureFilePro is considered an add-on and is purchased separately from Drake Tax. Drag and drop file transfer from Drake Portals clients to Drake Documents. under the Guest Exchange and complete the displayed page. 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. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. 5 months. 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. Pros: Drake is a very affordable tax preparation software that doesn't nickel and dime you for every feature. 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. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. 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. 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. To send a message to your client, first check if they’re set up to use Drake Portals. Send a file to multiple recipients by entering multiple. 5 years. Type your message in the text field, then click Send. Every Drake Portals package, including the 14-day free. Manage EFINs - See KB 11426 for details. 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. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-99282017 Rating – 4. 8. " This. 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. 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. Technology. . If you do not have any e-Sign Events available for use, the radio button will be grayed out. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. 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. 11391: 709 - Gift Tax Return Overview. Drake's secure cloud-hosted environment is the best option for independent tax preparers and small tax firms since it gives access to ready-made services and software. Marketing Pro – Manage your business and your marketing from one digital platform. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Yes, starting in January 2023, Drake Portals now supports gathering electronic signatures for any PDF document; not just those created through Drake Tax. If you do not have any e-Sign Events available for use, the radio button will be grayed out. Enter your email address and password to sign in. If you need assistance renewing Drake Tax, please call our Accounting team at (828) 349-5900. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Definition and Software Setup. When they log in to their Drake Portals Account, they click on Payment on the left. Click Upload File (s). This setting is found in Drake Documents > Setup > SFP Settings > Employees tab. . Your site may be accessed anywhere the Internet is available. Click Select to browse for the file (s) to be uploaded. Client – Receiving a File. Select the radio button Sign online via SecureFilePro. 02 Broadcast - Catch our Drake Accounting® Classroom Training! CPE TrainingDrake Software | 800. As a company, Drake Software was first marketed in 1977. 235 East Palmer Street. 13187: 706 - Line 1 is Blank. 3. About this app. Log in to the Drake Software Support website. Access SecureFilePro. The preparer's e-signature is not applied via this process; it is only designed to gather the taxpayers' electronic signatures. Click Change Logo. Title: Classroom Training CPE Author: Drake Software Created Date:Thu Nov 16 2023 - 4:35:12 PM4. TaxAct Professional: Best value for preparing unlimited returns. "This app is only designed for taxpayers to login and use; not for the firm or tax preparers. There are two supported authentication code retrieval methods discussed below. To download a file, open Drake Documents and locate the client in the left tree menu. Click the link SecureFilePro eSign Information. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. com. When using SFP eSign, remember: The SFP eSign process is different than using a Signature Pad to e-sign. Select the file to be uploaded and click Open. 11340: 706 - Estate Tax Returns FAQs. Below are some of the things you can do within the Working Cabinet. 2 months. Enter a memo note, if desired. Solid-state (SSD) hard drives can enhance system performance. There are four tabs on the SecureFilePro Guest Exchange window. Select the radio button Sign online via SecureFilePro. Choose Create under the Create Batch Drake Portals Clients section at the bottom of the window. 12485: 709 - Move Amount from Schedule A Part I to Part III. Client – Receiving a File. If you want to configure MFA through an Authenticator App, you can do so using the Drake User Manager (see Related Links below). GruntWorxDrake 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. Menu. 890. drakezero. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. In the New Exchange window, enter the following items: Recipient (s) Email Address. Below are some of the things you can do within the Working Cabinet. 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. com Referral Program - DIY Online Tax Preparation FAQs. Client – Sending a File. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. com domain where you and your clients can exchange confidential tax documents safely and conveniently. Click Add to upload additional files (optional). With the move to a single-sign on model, your entire account is protected with multi-factor authentication by default. 2. 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. While Drake Portals is integrated with Drake Software as well as the Drake Documents, documents produced by other software. On the New Exchange window, complete the. You have four ways to send or receive files: Preparer – Sending a File. A song that uses Artificial Intelligence to clone the voices of Drake and The Weeknd has gone viral on social media. From the Messenger tab of Drake Portals, you can:. About this app. 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. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. Modified Date. You have four ways to send or receive files: Preparer – Sending a File. Click Update. cloud_upload Upload cloud_download DownloadFor information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. 1099R x42. When using SFP eSign, remember: The SFP eSign process is different than using a Signature Pad to e-sign. 59 / 5 stars. 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:. Select Rename Folder or Delete Folder from the. From the Products menu, select Drake Portals. Settings are saved automatically. SecureFilePro has a. The app will display a six-digit code. You can upload documents directly from Drake Tax to a secure portal and even send and receive messages instantly. In the Drake Portals pane, click on the Files tab and open the folderDocuments to Preparer. Click the eSign button. 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. 2 months. See Related Links below for details. Enter the New folder name and click OK. 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. Seamless integration with Drake Tax Software. Drake provides the tools and support tax professionals need to build their businesses and attract new clients. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. The last update of the app was on September 28, 2023. 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®. Click Print. Sign up for a SecureFilePro Account. 14454: State, AMT, and Book Depreciation Amounts Not Updating from Prior Year. K1 Entries. Enter a Name in the Name field. 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. 26 Broadcast - Drake In Depth: Self-Employment and Rental Income - CPE Training New 18312: 2023. The preparer's e-signature is not applied via this process; it is only designed to gather the taxpayers' electronic signatures. We would love to talk more about how Drake Portals and the SecureFilePro app can streamline tax season for you and your client base. To a first time user of the software, it can seem extremely complex. Free marketing – Digital and print marketing available to help you grow your business. 2. Download SecureFilePro and enjoy it on your iPhone, iPad and iPod touch. Go to Tools > File Maintenance > Backup. To a first time user of the software, it can seem extremely complex. Drake Tax has 89 reviews and a rating of 3. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. Store your clients’ documents — Scanned documents and copies of your clients’ returns are stored in electronic folders. 10671: Drake Tax - Software User's Manual. 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. ScheduleC x39. An email will be sent to verify your identity when you log in from a new device. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. Flexible storage – Drake Portals comes with 5 GB of file transfer space for all plans. 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. 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. From this section, the taxpayer will click on Pay and. SecureFilePro is a cloud-based service that allows you to exchange files with your clients securely and conveniently. Title. 8020 > DrakeSoftware. 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. 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 Accounting Drake Portals (SecureFilePro) provides secure file exchange for your practice, so you and your client can exchange tax documents securely and conveniently. Loading; Loading the requested domain. ScheduleA. Right-click and select Create New Folder. VDOMDHTMLe>Document Moved. Drake also. Receive email the first time. Optional: Password protect. 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. To a first time user of the software, it can seem extremely complex. It's rated 4. Select Rename Folder or Delete Folder from the. Optional: Password protect. Browse to the graphic image you want to use, select the image file and click Open. Enter the New folder name and click OK. See Related Links below for details. 1 month. 03 / 5 stars. K1 Entries. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. 11. 45 / 5 stars. Enter your Drake Portals Username and Password in the Drake Portals Pane, and then click Login. See below for steps on deleting backups that are stored in Drake Portals. As a company, Drake Software was first marketed in 1977. There are two supported authentication code retrieval methods discussed below. 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. Taxpayers can download the mobile app from the Google Play Store and the Apple App Store. 2023-08-14 V5. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. Click Change Logo. Set file expiration dates and customize default expiration dates. Fixed Asset Manager : Title: Modified DateOn the Files tab in the Drake Portals pane, select the destination folder. It is web-based and works with most browsers and computers. com [email protected] the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Access all your Drake products and services with one login. This process allows you to easily add signature fields to a PDF document of your choice/creation, and then send that PDF to a taxpayer for electronic signatures. Receive email the first time. 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. This desk reference is a. On the Guest Exchange window, choose Create Exchange. For example, choose Documents from Preparer. New 13370: State. View the completed return and select the pages that should be included in the eSignature PDF. 95 per month or $99. Direct transfer of images or documents captured on the Drake Portals client’s mobile device. It is web-based and works with most browsers and computers. com Referral Program - DIY Online Tax Preparation FAQs. You can also use. 9500 | Webinars at DrakeSoftware. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. SecureFilePro has a. 4 GB or more. CPE Training x42. Log in to Drake Portals. Drake Tax offers two platforms: A desktop version and a web-hosted version called Drake Tax in the Cloud. cloud_upload Upload cloud_download DownloadPricing options. DrakeSoftware. Click “Add/Delete URL” and proceed as instructed. Your site may be accessed anywhere the Internet is available. Your site may be accessed anywhere the Internet is available. Select settings: Verify the time. 15260: Drake Portals - Drake Tax Integration - Connect Functionality. 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. 11727: 1040. 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. Check Send to cloud storage. Most other software charges you extra for additional states. 98 / 5 stars vs MyTAXPrepOffice which has 103 reviews and a rating of 4. Because Drake Accounting is the hub of all payroll activity, those using Drake Accounting must accept or invoke this synchronization (or “sync”). All users must purchase e-sign events in order to sign online. 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. Loading; Loading the requested domain. 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. 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). Click the Bill button to send the bill amount to the taxpayer. Preparer – Receiving a File. 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. Log in to the Drake Software Support website. The Drake e-Sign Online process requires the purchase of e-Sign Events. g. The Drake Portals Guest Exchange allows you to securely share files with anyone who does not have a Drake Portals account. Drake Tax; Practice Management; Tax Packages; Hosting Solution; Web-based Solutions. Review. Click the eSign button. 12511: Drake Software Status Page (Website) 2 months. To use SFP eSign: First, purchase eSignature events. It is web-based and works with most browsers and computers. You can view and change these settings though the Drake Tax integration (continue below) or in the Drake Portals website (see Related Links). 1 month. SecureFilePro is ideal for users who prefer paperless options, and the LookBack feature lets you view the prior year’s tax return data. Upon completion of this webcast you will be able to: • Understand the benefits of using Drake Documents and SecureFilePro to streamline and secure workflowDrake Enterprises, Ltd. Sign up for a SecureFilePro Account. Browse to the graphic image you want to use, select the image file and click Open. GruntWorx Drake Software Support - Single Sign On. From the Products menu, select Drake Portals. The Drake User Account website, Support. 11574: Online Filing (OLF) Help for Taxpayers. Printer Windows GDI (Graphical Device Interface) or HP-compatible laser printer. 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. See KB 10436 or details. CPE Training x42. Cons: The biggest drawback for Drake is the esignature process through Drake Portals. Over the next several months, Drake Software will be transitioning to a single sign-on (SSO) model for accessing Drake websites and applications. Select your client and then click on the Messenger tab. SecureFilePro is a service of Drake Software, a professional tax and accounting software provider that we've used for years to securely prepare and e-file your returns. Modified Date. Open Drake Documents and go to Settings > Clients tab > New Client (s) button. Select the relevant report such as Client List (All Clients). Select the Form & Schedule Options tab. 10. On the Files tab in the Drake Portals pane, select the destination folder. 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. 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. 17923: Drake Portals - SecureFilePro Mobile App for Taxpayers. 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. Sign InFrom the Messenger tab of Drake Portals, you can:. Modified Date. After a taxpayer has set up their password for their Drake Portals account, they have the option to enable Two-Factor Authentication. Documents for a selected client display on the upper right, in the Documents Pane. Browse to the graphic image you want to use, select the image file and click Open. 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. Notifications. If your account is terminated for failing to upgrade to a paid subscription, the subdomain you chose will be recycled. 10671: Drake Tax - Software User's Manual. . 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. Enter a Name in the Name field. This document may be found here. “Single sign-on” allows users to sign in to multiple accounts with one set of credentials. 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 Portals - Firm/Preparer Multi-Factor Authentication (MFA) 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. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. 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. Free with Drake Tax, Drake Documents is an electronic filing cabinet for client tax documents, records and returns. 1 month. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. Drake Software offers various platforms for tax preparation, including Drake on the Desktop, Drake Tax, Drake Accounting, and Drake Documents. Click Change Logo.