internet access (e. See why professional preparers vote Drake #1 year after year. 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. New 10983: Installing Drake Tax New 18321: 2023. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. To rename or delete the folder, select it in the Drake Portals pane and right click. Set file expiration dates and customize default expiration dates. Create an access code with either the last four of the client’s ID number or. Aside from locally installed software, a Drake product requiring an Internet connection also won its category. Enter a memo note, if desired. Under the Two-Factor Authentication section, choose App. Click the link SecureFilePro eSign Information. You can view and change these settings though the Drake Tax integration (continue below) or in the Drake Portals website (see Related Links). 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. Definition and Software Setup. 4 GB or more. Documents can only be signed via Drake Portals if enough e-Sign Events have been purchased and are available. Click on your username and then select Guest Exchange. To send a message to your client, first check if they’re set up to use Drake Portals. New 18320: 2023. SecureFileProTM provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. New 18313: 2023. Loading; Loading the requested domain. View the completed return and select the pages that should be included in the eSignature PDF. If they’re not set up, see Related Links below for instructions on client setup. The default settings for each tab set focus to the first form in the list. After the PDF is printed, a dialog box displays the client's Drake Portals folders. Customize emails to customers, including logos, text and footer. Click the eSign button. From this section, the taxpayer will click on Pay and. If you are a Drake Software customer, you can access your. Password Recovery. Client – Receiving a File. You can upload documents directly from Drake Tax to a secure portal and even send and receive messages instantly. Try it for free or choose from different plans and pricing options. 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. New 18320: 2023. 2. 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. Save the PDF of the return. Learn the basics of Drake Software products with these short instructional videos. In the New Exchange window, enter the following items: Recipient (s) Email Address. It is web-based and works with most browsers and computers. Popular Articles : Title: 13325: Return Due Dates and Deadlines. For more information, see the developer’s. Client – Sending a File. If they’re not set up, see Related Links below for instructions on client setup. the option, go to Drake Documents > Setup > SFP Settings > Connect Features tab > check the Sign Forms option. If you do not have any eSignature Events available for use, the radio button will be grayed out. 6 star 14 reviews 10K+ Downloads Everyone info Install About this app arrow_forward SecureFileProTM provides a secure client file exchange, allowing. 11574: Online Filing (OLF) Help for Taxpayers. Click Change Logo. Access SecureFilePro. The following items may prevent signatures from being uploaded or help you troubleshoot taxpayer failed signatures. GruntWorx Drake Software Support - Single Sign On. Drake Accounting® Classroom Training - CPE Training. . You have four ways to send or receive files: Preparer – Sending a File. 15260: Drake Portals - Drake Tax Integration - Connect Functionality. If you need assistance, you can contact Drake Support by phone, email, or chat. After downloading the app, the taxpayer will enter the email address that is associated with. Recommended System Requirements • Windows 7, 8 or 10 Professional 64-bit • 2. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. Customize emails to customers, including logos, text and footer. 11574: Online Filing (OLF) Help for Taxpayers. drakesoftware. Preparer – Receiving a File. This document may be found here. 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. . All files are stored as a PDF, so users must print to the included. Cons: The biggest drawback for Drake is the esignature process through Drake Portals. Don’t have an account? Upload or Download files here. 00 out of 5 stars, based on 11 ratings. The speed you need – Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. as those in Drake Tax. 15626: EU General Data Protection Regulation Law - Drake Portals and Drake Websites. Access all your Drake products and services with one login. Guest Exchange. In the last 30 days, the app was downloaded about 470 times. 10. Click the link SecureFilePro eSign Information. It's rated 4. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money. ScheduleE x34. To do so, follow these steps: Select your username from the Home window of your Drake Portals website. 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. ProConnect Tax Online: Best for QuickBooks Online ProAdvisors. View the completed return and select the pages that should be included in the eSignature PDF. Loading; Loading the requested domain. Drake Portals - SecureFilePro. Technology. In Drake Tax, the option is available in the Backup and Restore dialog box. You have four ways to send or receive files: Preparer – Sending a File. 95 per month or $99. Access all your Drake products and services with one login. 11665: 1065 - Entering Partner Capital Accounts. 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. . The feature Add Signature Fields to Any Document is available for all Drake Portals customers. K1 Entries. 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. 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. Technology. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. 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. Drake Software offers a comprehensive guide to using its portals service, which allows you to share files securely and efficiently with your clients. com. Related Links. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Click Manual code to set up the app with a code. For example, choose Documents from Preparer. 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). Enter your email address and password to sign in. See why professional preparers vote Drake #1 year after year. ScheduleC x39. Videos. com [email protected] speed you need – Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. Customize emails to customers, including logos, text and footer. Type your message in the text field, then click Send. 5 Stars. Free with Drake Tax, Drake Documents is an electronic filing cabinet for client tax documents, records and returns. Send a file to multiple recipients by entering multiple. com. This is also the form in the viewing panel. Select the relevant report such as Client List (All Clients). 1 month. Drake Single Sign-On: Where We Are, and Where We’re Going. 9500 | Webinars at DrakeSoftware. Notifications. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. Drake Portal Orders. 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. How long is the trial period? The free trial is 14 days from the date you sign up. Search for "SecureFilePro. Drake Documents is part of Drake Tax, and is well suited for small to mid-sized accounting firms that currently use other Drake Software. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-99282017 Rating – 4. Email. Popular Tags. Under Email. Use default no-reply@securefilepro. 10671: Drake Tax - Software User's Manual. Calculation results and full return view just a click away. 2 months. Providers must login to e-services and navigate to the e-file Application. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. 15765: Using Drake Portals (SecureFilePro™) in Drake Accounting® (DAS) 2 months: 15699: Trial Software & Activation (DAS) 2 months: 15230: Configure Bitdefender to Allow Drake Accounting Files (DAS) 2 months: 15229: Configure Webroot to Allow Drake Accounting Files (DAS) 2 months:Drake Software is a top-tier provider of professional tax preparation software. Drake Portal Orders. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. You have four ways to send or receive files: Preparer – Sending a File. Email is a less secure way to send and receive taxpayer information. Select the Drake PDF Printer from the Select Printer drop list. 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. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. 235 East Palmer Street. 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. g. Called Heart On My Sleeve, the track simulates. . 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. 1099R x42. ). To download a file, open Drake Documents and locate the client in the left tree menu. Learn how to access, manage,. ". Select a date from the calendar control that appears when you click the Uploaded on or before field. Comparisons. Drake Accounting® Classroom Training - CPE Training. 1 month. Access SecureFilePro. Title: Classroom Training CPE Author: Drake Software Created Date:Thu Nov 16 2023 - 4:35:12 PM4. On the Home page, expand the Clients section. Enter your Drake Portals Username and Password in the Drake Portals Pane, and then click Login. If you need assistance,. All subscriptions to the SecureFilePro™ service are subject to Automated Recurring Billing (ARB), by credit card, for purposes of renewal and continuation of service. Taxpayers can download the mobile app from the Google Play Store and the Apple App Store. You can view and change these settings though the Drake Tax integration (continue below) or in the Drake Portals website (see Related Links). cloud_upload Upload cloud_download DownloadPricing options. If you want to configure MFA through an Authenticator App, you can do so using the Drake User Manager (see Related Links below). In order to upload a new file to the Outgoing Files section, follow the steps below: Log into Drake Portals. PROS. Guest Exchange. Drake Portals is a web-based service that lets you create a secure website on the SecureFilePro. 4. K1 x129. Object moved to here. Receive email the first time. Drake Software System Requirements 2019 Created Date:Drake Portals on the SecureFilePro TM domain provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. Shortcut keys and macros simplify data entry and reduce keystrokes. 26 Broadcast - Drake In Depth: Self-Employment and Rental Income - CPE Training New 18312: 2023. If your tabs are limited, your account type may be Preparer instead of Admin inside the Employee setup in Drake Portals (not Setup > Preparers in Drake Tax). When using SFP eSign, remember: The SFP eSign process is different than using a Signature Pad to e-sign. Create an access code with either the last four of the client’s ID number or. See Related Links below for details. Drake Tax offers two platforms: A desktop version and a web-hosted version called Drake Tax in the Cloud. Click the eSign button. SecureFilePro Drake Software 3. Taxpayers can download the mobile app from the Google Play Store and the Apple App Store. DrakePortals provides tax professionals a Drake Tax®-integrated, SecureFilePro. 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 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. 1 month. 11507: Form 843 - Claim for Refund and Request for Abatement. com Referral Program - DIY Online Tax Preparation FAQs. 6. On the Files tab in the Drake Portals pane, select the destination folder. After a taxpayer has set up their password for their Drake Portals account, they have the option to enable Two-Factor Authentication. If accessing your Drake Portals client documents via the Drake Portals Pane in Drake Documents, follow these steps:Backup Online to SecureFilePro. 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. From the Form 8879 bank account options drop list at the bottom left select the option you need. com (also known as the Drake Software Support website or Drake Account), was migrated to the new single sign-on process. 17694: Schedule K1 - Box 21 (Drake21) 2 months. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. On the Guest Exchange window, choose Create Exchange. Browse to the graphic image you want to use, select the image file and click Open. Click Update. GruntWorxModified Date. An email will be sent to verify your identity when you log in from a new device. 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. 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. 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. Drake Portal users access the Preparer portal site by logging in to their Drake Portals website (InsertYourSiteName. 11727: 1040. 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. Drake allows users to store documents of any kind. Shipping ZIP * -10847: Form 9325 After IRS Acceptance - Notifying the Taxpayer. . The client will receive a notification email that a bill has been sent. Learn how to customize your firm’s Drake Portals (SecureFilePro) account settings, including the custom web address, subscription status, notification options, and more. It is extremely slow and very difficult for users to use. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Clearing this option applies to all documents you print with the Drake PDF printer. Enter the New folder name and click OK. The feature Add Signature Fields to Any Document is available for all Drake Portals customers. Drake Tax has 89 reviews and a rating of 3. Drake Portals - 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. Settings are saved automatically. 11391: 709 - Gift Tax Return Overview. From the Products menu, select Drake Portals. 16381: Drake Portals - Employee and Client Settings. 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. Select return (s) to view and click View. 1 month. See Related Links below for details. 95 per month or $99. . Shipping Address * Shipping Address (cont. CONS. Drake Tax from Drake Software is well-suited for small to mid-sized accounting firms that process both individual and business taxes. Browse to the graphic image you want to use, select the image file and click Open. 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. Password protect — Protect your clients’ documents. Upload. Drake offers desktop, web-based and hosted software types. Seamless integration with Drake Tax Software. Drake Accounting Drake Portals (SecureFilePro) provides secure file exchange for your practice, so you and your client can exchange tax documents securely and conveniently. Access all your Drake products and services with one login. To a first time user of the software, it can seem extremely complex. 0: NEW Live Webinar with DrakeCPE New 15719: Email Setup - Google Two-Step Verification and App PasswordDrake Portal Orders. It is web-based and works with most browsers and computers. Send a file to multiple recipients by entering multiple. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. In the Drake Portals pane, click on the Files tab and open the folder Documents to Preparer. Under the From Preparer section, click the Upload icon. Sign up for a SecureFilePro Account. Lacerte: Best for complex returns, such as consolidations. Guest Exchange. com subdomain: <yourbusinessname>. Use default no-reply@securefilepro. Modified Date. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. Drake Portals. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. In Drake Tax, the option is available in the Backup and Restore dialog box. Click the link SecureFilePro eSign Information. With the move to a single-sign on model, your entire account is protected with multi-factor authentication by default. Educate Yourself on Tax Law Changes. An email will be sent to verify your identity when you log in from a new device. cloud_upload Upload cloud_download DownloadFor information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. ProSeries Professional: Best overall professional tax preparation software. File Download. Go to Tools > File Maintenance > Backup. Drake's cloud software also offers high levels of security and quick deployment since it is deployed over the internet. The following items may prevent signatures from being uploaded or help you troubleshoot taxpayer failed signatures. The following items may prevent signatures from being uploaded or help you troubleshoot taxpayer failed signatures. 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. Select the radio button Sign online via SecureFilePro. In the Login Information section of the Preparer Setup, select the checkbox to the right of Enable Multi-Factor Authentication (MFA). Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. 1 year. 2 years. CONS. We would love to talk more about how Drake Portals and the SecureFilePro app can streamline tax season for you and your client base. Custom subdomain – <yourbusinessname>. A song that uses Artificial Intelligence to clone the voices of Drake and The Weeknd has gone viral on social media. This will load the client creation window. Javascript must be enabled for the correct page display• The 2013 Drake Software User’s Manual in electronic format. Make sure Manually Sync is. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. The APK has been available since December 2022. 5 GHz or faster multi-core processor (Intel Core i5 or equivalent) RAM. Drake Tax has 89 reviews and a rating of 3. drakesoftware. a. 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 Change Logo. See why professional preparers vote Drake #1 year after year. Click the eSign button. . Comparisons. 890. 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 >. Click the link eSign Information. Monitor. When the free trial period expires, you will have 30 days to upgrade to a paid subscription before your account is terminated. Choose the client type from the drop list and then click Edit. . Quick, informative videos to learn all about Drake Software, including software setup, practice management tools, bank products, e-filing and many more topics. Click Change Logo. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. Click on your username and then select Guest Exchange. 11. 00 out of 5 stars, based on 11 ratings. Click here for more information. When the free trial period expires, you will have 30 days to upgrade to a paid subscription before your account is terminated. Click “Add/Delete URL” and proceed as instructed. This setting is found in Drake Documents > Setup > SFP Settings > Employees tab. 45 / 5 stars. If you prefer a hard copy, you can print one from the CD or order one directly from Drake for $25 (plus tax, shipping, and handling). . See below for steps on deleting backups that are stored in Drake Portals. Shortcut keys and macros simplify data entry and reduce keystrokes. Credit & Debit Card Processing – Give clients more payment options. Set file expiration dates and customize default expiration dates. 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. When they log in to their Drake Portals Account, they click on Payment on the left. 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. For steps on deleting clients through Drake Tax, see Related Links below. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. " This app is only designed for taxpayers to login and use; not for the firm or tax preparers. Seamless integration with Drake Tax Software. The Drake User Account website, Support. In the New Exchange window, enter the following items: Recipient (s) Email Address. com (also known as the Drake Software Support website or Drake Account), was migrated to the new single sign-on process. 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. 1 month. 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. Firm Management. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. To use SFP eSign: First, purchase eSignature events. Browse to the graphic image you want to use, select the image file and click Open. 17694: Schedule K1 - Box 21 (Drake21) 2 months. 98 / 5 stars vs ProSeries Tax which has 152 reviews and a rating of 4. DrakeSoftware. Price range: The desktop version is between $345 and $1,625. Learn the basics of Drake Software products with these short instructional videos. More information is available on the Drake Portals page. 2023-08-14 V5. 9500 Webinars at DrakeSoftware. Pros: Drake is a very affordable tax preparation software that doesn't nickel and dime you for every feature. 17730: 1040 - K1P Box 20 Code AG. Enter the New folder name and click OK. Price range: The desktop version is between $345 and $1,625. Select your client and then click on the Messenger tab. 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:.