Select the relevant report such as Client List (All Clients). com), cloud. Title. Log in to the Drake Software Support website. (Requires a Drake Portals (SecureFilePro) account, plus additional fee for e. 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. Send a file to multiple recipients by entering multiple. Select Rename Folder or Delete Folder from the. 13187: 706 - Line 1 is Blank. 2019 Rating – 4. Set Number of Weeks to Keep. Loading; Loading the requested domain. 00 out of 5 stars, based on 11 ratings. Create an access code with either the last four of the client’s ID number or. New 13370: State. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. The preparer's e-signature is not applied via this process; it is only designed to gather the taxpayers' electronic signatures. . A copy of the document appears in the client's From Preparer folder. Skip to main content Site Map. You have four ways to send or receive files: Preparer – Sending a File. Software Purchase Assistance – Purchase Drake Tax with $0 up-front. Select the radio button Sign online via Drake Portals TM . The Drake User Account website, Support. All documents in SecureFilePro are exchanged in PDF to prevent unauthorized changes on any document that is shared. 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. W2 x103. This document may be found here. Shortcut keys and macros simplify data entry and reduce keystrokes. If your account is terminated for failing to upgrade to a paid subscription, the subdomain you chose will be recycled. Drake Tax offers two platforms: A desktop version and a web-hosted version called Drake Tax in the Cloud. SecureFilePro is ideal for users who prefer paperless options, and the LookBack feature lets you view the prior year’s tax return data. New 16175: Drake Accounting Manual (DAS) 2 weeks. Technology. Most other software charges you extra for additional states. 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. This will load the client creation window. Settings are saved automatically. 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. SecureFilePro. Comparisons. 14308: Drake Portals - Making, Storing, Restoring, and Deleting Backups. Pros: Drake is a very affordable tax preparation software that doesn't nickel and dime you for every feature. 14454: State, AMT, and Book Depreciation Amounts Not Updating from Prior Year. 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. 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. 95 per year, per 25 GB. New 18313: 2023. Once the two-factor authentication has been enabled, the taxpayer. Select the radio button Sign online via SecureFilePro. You can send the customer documents via Drake Portals (SecureFilePro), and the customer can sign them on their mobile device or computer. Click Upload File (s). Virtual Currency response field removed when importing Client Profile. Drake Single Sign-On: Where We Are, and Where We’re Going. 14. Drake Software offers a comprehensive guide to using its portals service, which allows you to share files securely and efficiently with your clients. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. 5 months. 3. If they’re not set up, see Related Links below for instructions on client setup. Technology. 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. From the Products menu, select Drake Portals. 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. 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. It's currently not in the top ranks. The client will: Navigate to your Drake Portals website and locate the Guest Exchange panel: Click Upload. 2023-08-14 V5. On the Files tab in the Drake Portals pane, select the destination folder. Over the next several months, Drake Software will be transitioning to a single sign-on (SSO) model for accessing Drake websites and applications. 5 months. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. Free with Drake Tax, Drake Documents is an electronic filing cabinet for client tax documents, records and returns. Automatic data flow from federal return to state and city returns, with override options. 10523: Shipment Letter for Drake Software Release. CPE Training x42. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928Ryan Norton Friday, October 07, 2022. Select Clients from the Delete all files in drop list. Click “Add/Delete URL” and proceed as instructed. All files are stored as a PDF, so users must print to the included. Taxpayer Portal Basics. From the Products menu, select Drake Portals. Drake Tax has 89 reviews and a rating of 3. Drake Documents is part of Drake Tax, and is well suited for small to mid-sized accounting firms that currently use other Drake Software. Included in Drake Portals. 26 Broadcast - Drake In Depth: Self-Employment and Rental Income - CPE Training New 18312: 2023. The software verifies individuals are at least 18 years old prior to uploading signable documents to Drake Portals. Click the eSign button. Enter your email address and password to sign in. Click the link SecureFilePro eSign Information. 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. Don’t have an account? Upload or Download files here. 4. 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. 1 year. Drake Software offers a comprehensive guide to using its portals service, which allows you to share files securely and efficiently with your clients. Create an access code with either the last four of the client’s ID number or. Click the eSign button. The app will display a six-digit code. Client – Receiving a File. Optional: Password protect. New 10888: Contacting Drake Support. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. 12511: Drake Software Status Page (Website) 2 months. 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. To use SFP eSign: First, purchase eSignature events. The client will: Navigate to your Drake Portals website and locate the Guest Exchange panel: Click Upload. Click on your username and then select Guest Exchange. ). com Affiliates (OLF) Title. When the free trial period expires, you will have 30 days to upgrade to a paid subscription before your account is terminated. Click Print. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. All documents in SecureFilePro are exchanged in PDF to prevent unauthorized changes on any document that is shared. PROS. Recover PasswordIn order to upload a new file to the Outgoing Files section, follow the steps below: Log into Drake Portals. Select the (F8) Edit Printer Settings tab. Thanks to the suite of products Drake offers – like SecureFilePro™, Drake Documents, and Client Write-Up – we are able to provide the best possible service to our clients. Type your message in the text field, then click Send. To change the format of the bank account numbers on Form 8879, complete the following steps: Select the Setup menu from the Home window of the software. 10088: 1040 - K1 Code Data Entry. 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. No SecureFilePro Found Message. Click on your username and then select Guest Exchange. All subscriptions to the SecureFilePro™ service are subject to Automated Recurring Billing (ARB), by credit card, for purposes of renewal and continuation of service. 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®. 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. 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. As a company, Drake Software was first marketed in 1977. Optional: Password protect. 11. 11727: 1040. 17923: Drake Portals - SecureFilePro Mobile App for Taxpayers. When using SFP eSign, remember: The SFP eSign process is different than using a Signature Pad to e-sign. 14 Are you a current Drake Software customer? Sign in to my account I'm not a current Drake customerConnecting Read reviews, compare customer ratings, see screenshots, and learn more about SecureFilePro. This setting is found in Drake Documents > Setup > SFP Settings > Employees tab. 11. Select the radio button Sign online via Drake Portals TM . 9500 Webinars at DrakeSoftware. Bill a client through Payment. 5 GHz or faster multi-core processor (Intel Core i5 or equivalent) RAM. Click Change Logo. Drake Tax. 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. On the Home window of Drake, select Setup > Printing > Printer Setup. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. When they log in to their Drake Portals Account, they click on Payment on the left. Click Yes to enable or No to return to the Preparer Setup screen. A single message is limited to 1000 characters, including spaces. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. Documents can only be signed via Drake Portals if enough e-Sign Events have been purchased and are available. Below are some of the things you can do within the Working Cabinet. We are always happy to hear from you at (800). The following items may prevent signatures from being uploaded or help you troubleshoot taxpayer failed signatures. On the Connect tab, enter the bill amount. 95 per month or $99. 2. 2 months. Click Change Logo. A confirmation dialog will ask if you would like to enable MFA. Title: Classroom Training CPE Author: Drake Software Created Date:Thu Nov 16 2023 - 4:35:12 PM4. Drake Tax has 89 reviews and a rating of 3. Javascript must be enabled for the correct page displayProcessor. Save the PDF of the return. Learn how to customize your firm’s Drake Portals (SecureFilePro) account settings, including the custom web address, subscription status, notification options, and more. 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. 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. Modified Date. 18 Broadcast - Annual Filing Season Program, Earn Your Record of Completion for 2024. More information is available on the Drake Portals page. Click Configure Automatic Backups. com Referral Program - DIY Online Tax Preparation FAQs. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. 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. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. 10139: Schedule D, Form 8949, GruntWorx Trades Import. See why professional preparers vote Drake #1 year after year. Direct transfer of images or documents captured on the Drake Portals client’s mobile device. When using SFP eSign, remember: The SFP eSign process is different than using a Signature Pad to e-sign. 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. Second, sign with eSignature events. 11507: Form 843 - Claim for Refund and Request for Abatement. Drake Accounting is a ground-up rebuild of Drake Software's Accounting/Payroll application using the latest in computer technology. 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. 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. Popular Tags. The speed you need – Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. 890. SecureFilePro. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. You can easily manage your SecureFilePro employee accounts right inside Drake Documents. 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. Drake recommends using Drake Portals – SecureFilePro TM to securely send and receive sensitive data instead. After the PDF is printed, a dialog box displays the client's Drake Portals folders. . " "If there is a problem that arises they fix it asap. 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. You can further increase the. The last update of the app was on September 28, 2023. 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. 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. Enter a Name in the Name field. Don’t have an account? Upload or Download files here. At the top, click Create New Exchange. Type your message in the text field, then click Send. 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. Pricing options. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. "Drake's securefilepro is a disaster. Automatic data flow from federal return to state and city returns, with override options. cloud_upload Upload cloud_download DownloadFor information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. At the top, click Create New Exchange. 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. TaxAct Professional: Best value for preparing unlimited returns. Clearing this option applies to all documents you print with the Drake PDF printer. View the completed return and select the pages that should be included in the eSignature PDF. You can view and change these settings though the Drake Tax integration (continue below) or in the Drake Portals website (see Related Links). Guest Exchange. Every Drake Portals package, including the 14-day free trial, has access to all Drake Portals features (Files, Profile, Checklist, Questionnaires, Signatures, and, Payment). You can delete an individual client through the Drake Portals website. 8020 > DrakeSoftware. Enter your Drake Portals Username and Password in the Drake Portals Pane, and then click Login. DrakePortals provides tax professionals a Drake Tax®-integrated, SecureFilePro. If accessing your Drake Portals client documents via the Drake Portals Pane in Drake Documents, follow these steps:Backup Online to SecureFilePro. 18 Broadcast - Annual Filing Season Program, Earn Your Record of Completion for 2024. Click the link SecureFilePro eSign Information. 5 years. Enter your Drake Portals Username and Password in the Drake Portals Pane, and then click Login. You can further increase the security of your account by using an authenticator app, such as Google Authenticator. PROS. com Affiliates (OLF) Title. SecureFileProTM provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. 9500 | Webinars at DrakeSoftware. 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. cloud_upload Upload cloud_download DownloadWhether you are an office of one or 100, it’s easy to network Drake Software with a dedicated server or peer-to-peer network. Printer Windows GDI (Graphical Device Interface) or HP-compatible laser printer. View the completed return and select the pages that should be included in the eSignature PDF. Modified Date. You have four ways to send or receive files: Preparer – Sending a File. 11727: 1040. In Drake Accounting, make the client you want to sync to Portals the active client. Seamless integration with Drake Tax Software. 1 month. 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. Client – Receiving a File. 11340: 706 - Estate Tax Returns FAQs. Review. Browse to the graphic image you want to use, select the image file and click Open. DrakeSoftware. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. 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 Software offers various platforms for tax preparation, including Drake on the Desktop, Drake Tax, Drake Accounting, and Drake Documents. The following items may prevent signatures from being uploaded or help you troubleshoot taxpayer failed signatures. 1 year. 1 year. When they log in to their Drake Portals Account, they click on Payment on the left. com; Use custom ; Activation Link Expiration; Under Notifications. Flexible storage – Drake Portals comes with 5 GB of file transfer space for all plans. 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). Free marketing – Digital and print marketing available to help you grow your business. File Download. 1 month. 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. Menu. Many options and can take time to learn navigation. Under Email. drakesoftware. More information is available on the Drake Portals page. 1 year. New 18313: 2023. ScheduleA. From the Products menu, select Drake Portals. View the status of e-Sign Events through Signatures. Enter the New folder name and click OK. Title. Drake Portals - SecureFilePro. Enter a Name in the Name field. Loading; Loading the requested domain. Drake Portals - SecureFilePro. Log in to the Drake Software Support website. VDOMDHTMLe>Document Moved. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Object Moved. Click File Maintenance. Quick, informative videos to learn all about Drake Software, including software setup, practice management tools, bank products, e-filing and many more topics. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money. The last update of the app was on September 28, 2023. . . the option, go to Drake Documents > Setup > SFP Settings > Connect Features tab > check the Sign Forms option. 2 months. SecureFilePro is a service of Drake Software, a professional tax and accounting software provider that we've used for years to securely prepare and e-file your returns. The Drake Portals Guest Exchange allows you to securely share files with anyone who does not have a Drake Portals account. 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. After a taxpayer has set up their password for their Drake Portals account, they have the option to enable Two-Factor Authentication. On the Guest Exchange window, choose Create Exchange. com [email protected] the Drake Portals website, follow these steps: Click on your username and choose Account Settings. We uncover the newest industry insight on tax prep fees in our latest infographic blog post! Drake Software surveyed over 1000 tax preparers to discover their accepted payment methods, anticipated charges per form, pricing approach, and plans to modify fees. Called Heart On My Sleeve, the track simulates. This will load the client creation window. Calculation results and full return view just a click away. . com 1 2 Awards 3 Support 4 Tax Solutions 5 GruntWorx 6 Tax Diagnostic Tools 7 Drake Accounting 8 Client Communications 9 SecureFilePro 10Software employs federal and state programmers, administrative Business Tools 11 Drake Hosted 12 Making the Switch 13 Keeping You. Before you first use Guest Exchange, you must turn it on to make it accessible to you and to your clients. 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. 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. Don’t have an account? Upload or Download files here. Browse to the graphic image you want to use, select the image file and click Open. 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. Clients and taxpayers that use Drake Portals are. 4 GB or more. 1 month. Shipping Address is the same as the Billing Address. GruntWorxClick the Print icon and select Upload to Client's portal (Upload to SecureFilePro in Drake19 and prior) on the printer dialog (this will also save a copy to Drake Documents). Upload from Drake Tax: Whenever you print to Drake Documents with the Drake PDF printer, select the. 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. The administrator can change this selection by clicking Edit. Direct Deposit Information - Update direct deposit info for your add-on fees and Bank Rewards (if you partner with a bank product provider). 2 months. cloud_upload Upload cloud_download DownloadFor information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. Go to Tools > File Maintenance > Backup. From the Products menu, select Drake Portals. 17730: 1040 - K1P Box 20 Code AG. Sales: (800) 890-9500 Sign In. Browse to the graphic image you want to use, select the image file and click Open. Most other software charges you extra for additional states. If you do not have any e-Sign Events available for use, the radio button will be grayed out. . On the New Exchange window, complete the. 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. ". View the status of e-Sign Events through Signatures. New 18323: Multi-Site Account Maintenance. Comparisons. 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. 95 per year, per 25 GB. Documents for a selected client display on the upper right, in the Documents Pane. Clear the option to Launch Adobe after creating a ‘Drake PDF’. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. 98 / 5 stars vs TurboTax Business which has 240 reviews and a rating of 4. 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. In order to upload a new file to the Outgoing Files section, follow the steps below: Log into Drake Portals. com) with an Administrator or Preparer login. Browse to the graphic image you want to use, select the image file and click Open. Save the PDF of the return. If you do not have any eSignature Events available for use, the radio button will be grayed out. Once you have created your PDF, follow these steps to add signature fields and send the document to the taxpayer for e-signing: Log in to the Drake Portals website. The client will receive a notification email that a bill has been sent. To rename or delete the folder, select it in the Drake Portals pane and right click. 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. Enter the New folder name and click OK. SecureFilePro provides secure, off-site document storage and file transfer, so customers can remotely send, receive, and sign important. An email will be sent to verify your identity when you log in from a new device. This 2023 Drake tax software review looks at the features that make up this accounting software. Other videos from the same category Follow these instructions to link your copy of Drake Tax to your SecureFilePro portal account. From the Form 8879 bank account options drop list at the bottom left select the option you need. It is web-based and works with most browsers and computers. drakezero. Click Print. Aside from locally installed software, a Drake product requiring an Internet connection also won its category. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. 8020 > DrakeSoftware. With the move to a single-sign on model, your entire account is protected with multi-factor authentication by default. Password.