Don’t have an account? Upload or Download files here. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. See why professional preparers vote Drake #1 year after year. Select your client and then click on the Messenger tab. 14. To make life a little easier for you, we produce a desk reference guide containing items ranging from due diligence requirements to MACRS recovery periods every year. Choose Create under the Create Batch Drake Portals Clients section at the bottom of the window. com; Use custom ; Activation Link Expiration; Under Notifications. Flexible storage – Drake Portals comes with 5 GB of file transfer space for all plans. Drake E-Sign Online is integrated with Drake Tax and works along with Drake Portals SecureFilePro. The preparer's e-signature is not applied via this process; it is only designed to gather the taxpayers' electronic signatures. Download SecureFilePro and enjoy it on your iPhone, iPad, and iPod touch. SecureFilePro. Password. The administrator can change this selection by clicking Edit. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. under the Guest Exchange and complete the displayed page. com), cloud. Learn the basics of Drake Software products with these short instructional videos. 2 GB or more of available hard drive space. DrakeSoftware. Learn how to access, manage,. Drake Tax vs MyTAXPrepOffice. GruntWorx Drake Software Support - Single Sign On. 11727: 1040. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. An email will be sent to verify your identity when you log in from a new device. 16381: Drake Portals - Employee and Client Settings. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928 View the completed return and select the pages that should be included in the eSignature PDF. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. . For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. . If your account is terminated for failing to upgrade to a paid subscription, the subdomain you chose will be recycled. Drake Tax: Best value for preparing 30 or fewer individual and business returns. A confirmation dialog will ask if you would like to enable MFA. 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. Credit & Debit Card Processing – Give clients more payment options. 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. Popular Tags. Click Submit. Drake Portals is a web-based service that lets you create a secure website on the SecureFilePro. A single message is limited to 1000 characters, including spaces. 8020 > DrakeSoftware. To offer your customers the ability to sign documents remotely, check out Drake E-Sign – Online. 14454: State, AMT, and Book Depreciation Amounts Not Updating from Prior Year. (“Drake Software”) Billing and Payment Policy for SecureFilePro™ All payments for SecureFilePro™ services are due before delivery of service. New 18313: 2023. 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. The preparer's e-signature is not applied via this process; it is only designed to gather the taxpayers' electronic signatures. This video demonstrates portal basics to the end user, including logging in, sharing files, and account settings. The client will receive a notification email that a bill has been sent. 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. This desk reference is a. Log in to the Drake Software Support website. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. 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. Drake Accounting Drake Portals (SecureFilePro) provides secure file exchange for your practice, so you and your client can exchange tax documents securely and conveniently. Simply select . 11574: Online Filing (OLF) Help for Taxpayers. Click Change Logo. It also allows for hardware add-ons, such as a barcode scanner or signature pad. Select the relevant report such as Client List (All Clients). Click on your username and then select Guest Exchange. Select the file to be uploaded and click Open. The Drake Portals Guest Exchange allows you to securely share files with anyone who does not have a Drake Portals account. Comparisons. Use Logo on Emails "Sent From" Email. Select the radio button Sign online via Drake Portals TM . Enter a Name in the Name field. ProConnect Tax Online: Best for QuickBooks Online ProAdvisors. 10523: Shipment Letter for Drake Software Release. If you are a Drake Software customer, you can access your. Backup 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. Select Firm Management. For example, choose Documents from Preparer. 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. 98 / 5 stars vs MyTAXPrepOffice which has 103 reviews and a rating of 4. SecureFilePro is a cloud-based service that allows you to exchange files with your clients securely and conveniently. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. Comparisons. Right-click and select Create New Folder. Send and receive instant messages through Messenger. 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”). To rename or delete the folder, select it in the Drake Portals pane and right click. ) Shipping City * Shipping State *. 5 GHz or faster multi-core processor (Intel Core i5 or equivalent) RAM. Go to Tools > File Maintenance > Backup. 26 Broadcast - Drake In Depth: Self-Employment and Rental Income - CPE Training New 18312: 2023. 11. Create an access code with either the last four of the client’s ID number or. Taxpayers can download the mobile app from the Google Play Store and the Apple App Store. 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. Send a file to multiple recipients by entering multiple. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928 Under the Two-Factor Authentication section, choose App. 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. Choose the client type from the drop list and then click Edit. Every Drake Portals package, including the 14-day free. 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. Your site may be accessed anywhere the Internet is available. 10671: Drake Tax - Software User's Manual. com [email protected] speed you need – Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. Taxpayers can download the mobile app from the Google Play Store and the Apple App Store. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Select the menu at the top right and choose Guest Exchange. 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 is considered an add-on and is purchased separately from Drake Tax. Most other software charges you extra for additional states. To access Guest Exchange, click on the icon in the SFP pane of Drake Documents. Modified Date. See Related Links below for details. 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. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. 00 out of 5 stars, based on 11 ratings. 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. Select the radio button Sign online via SecureFilePro. To use SFP eSign: First, purchase eSignature events. Click the Bill button to send the bill amount to the taxpayer. 14315: Organizers - New Client Blank Fillable Organizer. About this app. 12109: Enterprise Office Manager (EOM) 2 years. Click Yes to enable or No to return to the Preparer Setup screen. PROS. Client – Receiving a File. The Report Manager window opens. Click Change Logo. Optional: Password protect. We are always happy to hear from you at (800). Javascript must be enabled for the correct page displayDrake Portals is a web-based product, meaning it can be accessed from the internet without using or purchasing Drake Software. Click the eSign button. 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. Email is a less secure way to send and receive taxpayer information. 17694: Schedule K1 - Box 21 (Drake21) 2 months. More information is available on the Drake Portals page. Select your client and then click on the Messenger tab. ProSeries Professional: Best overall professional tax preparation software. On the Guest Exchange window, choose Create Exchange. Select Rename Folder or Delete Folder from the. Password Recovery. Included in Drake Portals. Customize emails to customers, including logos, text and footer. 26 Broadcast - Drake In Depth: Self-Employment and Rental Income - CPE Training New 18312: 2023. Definition and Software Setup. 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. 14. 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. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. Modified Date. 95 per year, per 25 GB. Automatic data flow from federal return to state and city returns, with override options. Pricing options. From the Messenger tab of Drake Portals, you can:. If you need assistance, you can contact Drake Support by phone, email, or chat. Enter the New folder name and click OK. Under the From Preparer section, click the Upload icon. Custom branded with your company name, logo and a custom web address. With a signature pad, you can let clients use a digital signature quickly on each. Modified Date. You can view and change these settings though the Drake Tax integration (continue below) or in the Drake Portals website (see Related Links). Browse to the graphic image you want to use, select the image file and click Open. Recover PasswordIn order to upload a new file to the Outgoing Files section, follow the steps below: Log into Drake Portals. Yes, SecureFilePro TM now has a mobile app. Log in to the Drake Software Support website. Drake Tax offers two platforms: A desktop version and a web-hosted version called Drake Tax in the Cloud. Try it for free or choose from different plans and pricing options. Compliments of Drake Software 828. com) with an Administrator or Preparer login. Click on your username and then select Guest Exchange. The software scans the clients chosen and then displays the Organizer/Proforma – Print Options window. . Browse to the graphic image you want to use, select the image file and click Open. If you do not have any eSignature Events available for use, the radio button will be grayed out. Popular Articles : Title: 13325: Return Due Dates and Deadlines. Click the link SecureFilePro eSign Information. 95 per year, per 25 GB. Educate Yourself on Tax Law Changes. Client – Sending a File. Click here for more information. SecureFilePro is ideal for users who prefer paperless options, and the LookBack feature lets you view the prior year’s tax return data. 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. We invite Drake Portals (SecureFilePro) customers to share this video with taxpayers to promote secure communications with taxpayers. Some features, such as Drake e-Sign Online, are only available for use by Drake Tax customers. 95 per month or $99. Don’t have an account? Upload or Download files here. The setup window opens: Click Enable Automatic Backup. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. Select settings: Verify the time. Browse to the graphic image you want to use, select the image file and click Open. 15844: Hide Return Notes. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. 02 Broadcast - Catch our Drake Accounting® Classroom Training! CPE TrainingTo give a firm’s employees access to SecureFilePro, create employee accounts. Don’t have an account? Upload or Download files here. And that is where SecureFilePro from Drake Software is a critical technology for accounting and other financial services firms. Add custom instructions to emails sent to the selected type of client. It is web-based and works with most browsers and computers. When they log in to their Drake Portals Account, they click on Payment on the left. Follow the app specific steps to activate the app. 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. If you do not have any eSignature Events available for use, the radio button will be grayed out. 10088: 1040 - K1 Code Data Entry. Log in to the Drake Software Support website. It is web-based and works with most browsers and computers. Object moved to here. A single message is limited to 1000 characters, including spaces. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928Click 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). To download a file, open Drake Documents and locate the client in the left tree menu. New 17009: Update a Client From Prior Year (DAS21 and Future) New 14862: e-Filing Reject - IND-116-01. There are two supported authentication code retrieval methods discussed below. If you do not have any e-Sign Events available for use, the radio button will be grayed out. Search for " SecureFilePro. com domain where you and your clients can exchange confidential tax documents safely and conveniently. Definition and Software Setup. Receive email the first time. Direct transfer of images or documents captured on the Drake Portals client’s mobile device. Drake Software offers various platforms for tax preparation, including Drake on the Desktop, Drake Tax, Drake Accounting, and Drake Documents. See why professional preparers vote Drake #1 year after year. 1 year. Drake E-Sign – Online. W2 x103. Loading; Loading the requested domain. Account Tab. Set Number of Weeks to Keep. 14. Select return (s) to view and click View. Click the link SecureFilePro eSign Information. Drake Portal Orders. VDOMDHTMLe>Document Moved. See why professional preparers vote Drake #1 year after year. a. If you need assistance renewing Drake Tax, please call our Accounting team at (828) 349-5900. Object Moved. To rename or delete the folder, select it in the Drake Portals pane and right click. 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. From the 2018 reviews of professional tax preparation systems. Second, sign with eSignature events. Backup Online to SecureFilePro. 2 months: 15028: Organizers - Custom PagesLoading; Loading the requested domain. You can also use. Under the Two-Factor Authentication section, choose App. 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. If they’re not set up, see Related Links below for instructions on client setup. ". Documents can only be signed via Drake Portals if enough e-Sign Events have been purchased and are available. Drake Portals - SecureFilePro. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Drake Portals - SecureFilePro Choose from the following frequently asked questions about folders available in Drake Portals: Adding, Deleting, and Renaming Custom FoldersDrake Software conducted a comprehensive survey involving over 1,000 tax professionals to understand their pricing strategies for the upcoming 2023 tax filing. There are lots of video tutorials and an nice set of help. There are four tabs on the SecureFilePro Guest Exchange window. 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. Over the next several months, Drake Software will be transitioning to a single sign-on (SSO) model for accessing Drake websites and applications. Compliments of Drake Software 828. Direct transfer of images or documents captured on the Drake Portals client’s mobile device. Manage EFINs - See KB 11426 for details. SecureFilePro is a business app developed by Drake Software. Enter your email address and password to sign in. 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. View the completed return and select the pages that should be included in the eSignature PDF. It's currently not in the top ranks. 11507: Form 843 - Claim for Refund and Request for Abatement. Settings are saved automatically. It rapidly grew from a family tax practice into a national brand by providing tax professionals with. We would love to talk more about how Drake Portals and the SecureFilePro app can streamline tax season for you and your client base. Drake Portal Orders. Email Footer - Click edit to customize the text that appears at the bottom of all emails sent to clients from Drake Portals. 2. Account Tab. An email will be sent to verify your identity when you log in from a new device. In Drake Accounting, make the client you want to sync to Portals the active client. 10523: Shipment Letter for Drake Software Release. " "If there is a problem that arises they fix it asap. 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. Skip to main content Site Map. Clear the option to Launch Adobe after creating a ‘Drake PDF’. Send a file to multiple recipients by entering multiple. Drake Tax; Practice Management; Tax Packages; Hosting Solution; Web-based Solutions. 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. 5 Stars. Clients and taxpayers that use Drake Portals are. If you need assistance,. In the last 30 days, the app was downloaded about 470 times. Click Select to browse for the file (s) to be uploaded. When the free trial period expires, you will have 30 days to upgrade to a paid subscription before your account is terminated. Cons: The biggest drawback for Drake is the esignature process through Drake Portals. View the completed return and select the pages that should be included in the eSignature PDF. SecureFilePro Drake Software 3. Client – Receiving a File. Under Email. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. 10. . The "View/Print Tax Return" dialog opens. 18 Broadcast - Annual Filing Season Program, Earn Your Record of Completion for 2024. Review. . When using SFP eSign, remember: The SFP eSign process is different than using a Signature Pad to e-sign. 03 Broadcast - SECURE Act 2. Drake's cloud software also offers high levels of security and quick deployment since it is deployed over the internet. Drake Portals (SecureFilePro TM) Note: This change only affects Drake Portals administrator and preparer accounts. ". You can upload documents directly from Drake Tax to a secure portal and even send and receive messages instantly. Linking Drake & SecureFilePro Follow these instructions to link your copy of Drake Tax to your SecureFilePro portal account. Exchange messages with your client; Export a transcript of your conversations (from the Drake Documents integration only) To disable messaging for all clients, go to Drake Documents > Setup > SFP Settings > Connect Features tab > uncheck the Messenger box > the Settings Saved message displays >. 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:. Loading; Loading the requested domain. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. In Drake Tax, the option is available in the Backup and Restore dialog box. Drake Portal Orders Sign up for a SecureFilePro Account 2023-11-09 V5. Every Drake Portals package, including the 14-day free trial, has access to all Drake Portals features (Files, Profile, Checklist, Questionnaires, Signatures, and, Payment). 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. cloud_upload Upload cloud_download DownloadFor information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. Javascript must be enabled for the correct page displayProcessor. Before you first use Guest Exchange, you must turn it on to make it accessible to you and to your clients. 17923: Drake Portals - SecureFilePro Mobile App for Taxpayers. The administrator can change this selection by clicking Edit. cloud_upload Upload cloud_download DownloadPricing options. This desk reference is a. 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. Notifications. It's rated 4. ScheduleA. 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. 17730: 1040 - K1P Box 20 Code AG. 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. 2 months. Enter a memo note, if desired. Drake eSignature is integrated into SFP and allows your 1040 clients to review and sign tax documents on their mobile devices or computers. See why professional preparers vote Drake #1 year after year. You have four ways to send or receive files: Preparer – Sending a File. 1 month. To rename or delete the folder, select it in the Drake Portals pane and right click. If you want to configure MFA through an Authenticator App, you can do so using the Drake User Manager (see Related Links below). . Drake Tax offers several tax package. 890. 95 per month or $99. Upload. Choose to send the documents to your printer, save to Drake Documents (previously DDM), upload to Drake Portals (SecureFilePro in Drake19 and prior), and/or generate fillable PDFs. 5 months. 5 years. Drake Enterprises, Ltd. Taxpayers can download the mobile app from the Google Play Store and the Apple App Store. sk8monroe , 04/11/2023. Click on your username and then select Guest Exchange. Under Email. 13187: 706 - Line 1 is Blank. 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. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-99282017 Rating – 4. The software verifies individuals are at least 18 years old prior to uploading signable documents to Drake Portals. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. The responses also. Drake eSignature is integrated into SFP and allows your 1040 clients to review and sign tax documents on their mobile devices or computers. " This. Technology. 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. Backup Online to SecureFilePro. Modified Date. See why professional preparers vote Drake #1 year after year. Send a file to multiple recipients by entering multiple. Drake Accounting is a ground-up rebuild of Drake Software's Accounting/Payroll application using the latest in computer technology. Loading; Loading the requested domain. 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.