Click the eSign button. cloud_upload Upload cloud_download DownloadDrake 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 protected with multi-factor authentication by default. Browse to the graphic image you want to use, select the image file and click Open. Enter your Drake Portals Username and Password in the Drake Portals Pane, and then click Login. The speed you need – Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. GruntWorxDrake Software Support - Single Sign On. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. Click Change Logo. Many options and can take time to learn navigation. 2023-08-14 V5. 1 month. Enter your email address and password to sign in. We are always happy to hear from you at (800). 10. cloud_upload Upload cloud_download DownloadFor information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. To rename or delete the folder, select it in the Drake Portals pane and right click. Definition and Software Setup. Click Change Logo. Enter your Drake Portals Username and Password in the Drake Portals Pane, and then click Login. Search for " SecureFilePro. 8020 > DrakeSoftware. Drake Tax from Drake Software is well-suited for small to mid-sized accounting firms that process both individual and business taxes. Expand Advanced Settings. Save the PDF of the return. 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. Click Change Logo. 1 month. 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. Yes, SecureFilePro TM now has a mobile app. It is web-based and works with most browsers and computers. The APK has been available since December 2022. Click the link SecureFilePro eSign Information. Object Moved. 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®. Drake E-Sign – Online. You can view and change these settings though the Drake Tax integration (continue below) or in the Drake Portals website (see Related Links). 12109: Enterprise Office Manager (EOM) 2 years. 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. SecureFilePro has a. The developer, Drake Software Mobile, indicated that the app’s privacy practices may include handling of data as described below. Custom subdomain – <yourbusinessname>. . Hard drive. A single message is limited to 1000 characters, including spaces. The software verifies individuals are at least 18 years old prior to uploading signable documents to Drake Portals. 0. com subdomain: <yourbusinessname>. While Drake Portals is integrated with Drake Software as well as the Drake Documents, documents produced by other software. The Drake e-Sign Online process requires the purchase of e-Sign Events. All documents in SecureFilePro are exchanged in PDF to prevent unauthorized changes on any document that is shared. 5 years. You can also use Drake Portals to back up your Drake Tax and Drake Documents files to the cloud. com (also known as the Drake Software Support website or Drake Account), was migrated to the new single sign-on process. When the free trial period expires, you will have 30 days to upgrade to a paid subscription before your account is terminated. Learn the basics of Drake Software products with these short instructional videos. 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. 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. Custom subdomain – <yourbusinessname>. Your site may be accessed anywhere the Internet is available. 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. 18 Broadcast - Annual Filing Season Program, Earn Your Record of Completion for 2024. 10523: Shipment Letter for Drake Software Release. cloud_upload Upload cloud_download DownloadPricing options. 1 year. 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. 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. 13187: 706 - Line 1 is Blank. 2 months. Drake Portals - SecureFilePro. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. 10671: Drake Tax - Software User's Manual. Javascript mus22t be enabled for the correct page displayDrake Software Blog Team - November 16, 2023. Save the PDF of the return. New 16175: Drake Accounting Manual (DAS) 2 weeks. View the completed return and select the pages that should be included in the eSignature PDF. From the selection window, choose the files you wish to download together in a batch and select Download. Your site may be accessed anywhere the Internet is available. If you do not have any e-Sign Events available for use, the radio button will be grayed out. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. 13 Broadcast - NEW! Drake Accounting® Classroom. Guest Exchange. Guest Exchange. 10. The client will receive a notification email that a bill has been sent. Click Change Logo. Click Configure Automatic Backups. 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. Set file expiration dates and customize default expiration dates. In order to upload a new file to the Outgoing Files section, follow the steps below: Log into Drake Portals. 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). . Second, sign with eSignature events. CONS. A single message is limited to 1000 characters, including spaces. 6. Go to Tools > File Maintenance > Backup. 11. 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. 2023-11-09 V5. 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. Password protect — Protect your clients’ documents. If you need assistance renewing Drake Tax, please call our Accounting team at (828) 349-5900. Backup Online to SecureFilePro. Optional: Password protect. Download SecureFilePro and enjoy it on your iPhone, iPad and iPod touch. We would love to talk more about how Drake Portals and the SecureFilePro app can streamline tax season for you and your client base. 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). “Single sign-on” allows users to sign in to multiple accounts with one set of credentials. Log in to the Drake Software Support website. 890. Drake Portals is a web-based service that lets you create a secure website on the SecureFilePro. 15260: Drake Portals - Drake Tax Integration - Connect Functionality. Select a category below or click. 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. Providers must login to e-services and navigate to the e-file Application. There are four tabs on the Drake Portals - SecureFilePro™ Guest Exchange. Compliments of Drake Software 828. 1 month. 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. Second, sign with eSignature events. Select the radio button Sign online via Drake Portals TM . New 18328: 2023. Some features, such as Drake e-Sign Online, are only available for use by Drake Tax customers. Modified Date. K1 Entries. 03 Broadcast - SECURE Act 2. com), cloud. 18 Broadcast - Annual Filing Season Program, Earn Your Record of Completion for 2024. With a signature pad, you can let clients use a digital signature quickly on each. 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”). Account Tab. 11507: Form 843 - Claim for Refund and Request for Abatement. Drag and drop file transfer from Drake Portals clients to Drake Documents. Pros: Drake is a very affordable tax preparation software that doesn't nickel and dime you for every feature. Receive email the first time. Educate Yourself on Tax Law Changes. Object moved to here. Click on your username and then select Guest Exchange. CONS. View the completed return and select the pages that should be included in the eSignature PDF. 26 Broadcast - Drake In Depth: Self-Employment and Rental Income - CPE Training New 18312: 2023. Additional space is available at $9. Sign up for a SecureFilePro Account. From the Products menu, select Drake Portals. 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. You can also print to a real printer at this step if desired. All documents in SecureFilePro are exchanged in PDF to prevent unauthorized changes on any document that is shared. 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. PROS. Guests can send and receive files without going through a portal. 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. To rename or delete the folder, select it in the Drake Portals pane and right click. 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. Drake Portals - SecureFilePro. . a. To use SFP eSign: First, purchase eSignature events. SecureFilePro Drake Software 3. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. SecureFilePro. 11574: Online Filing (OLF) Help for Taxpayers. 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. It greatly reduces paper handling and storage needs for paper documents. Click Manual code to set up the app with a code. Enter your email address and password to sign in. In the New Exchange window, enter the following items: Recipient (s) Email Address. Search for "SecureFilePro. 14308: Drake Portals - Making, Storing, Restoring, and Deleting Backups. In the last 30 days, the app was downloaded about 470 times. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Modified Date. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. Called Heart On My Sleeve, the track simulates. Click Submit. You have four ways to send or receive files: Preparer – Sending a File. Guest Exchange. Eventually, all Drake users will have only. The following items may prevent signatures from being uploaded or help you troubleshoot taxpayer failed signatures. 11. Select Rename Folder or Delete Folder from the. It rapidly grew from a family tax practice into a national brand by providing tax professionals with. Drake Enterprises, Ltd. SecureFilePro. Printer Windows GDI (Graphical Device Interface) or HP-compatible laser printer. 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. 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. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. 6 months. To send a message to your client, first check if they’re set up to use Drake Portals. Notifications. SecureFilePro. ScheduleA. Popular Tags. Store your clients’ documents — Scanned documents and copies of your clients’ returns are stored in electronic folders. The Drake Portals Pane displays in the lower right. 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. Drake runs quickly and covers our needs for tax preparation. For example, choose Documents from Preparer. Popular Articles : Title: 13325: Return Due Dates and Deadlines. Select settings: Verify the time. Email Footer - Click edit to customize the text that appears at the bottom of all emails sent to clients from Drake Portals. Price range: The desktop version is between $345 and $1,625. 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. Clients and taxpayers that use Drake Portals are. K1 x129. 5 GHz or faster multi-core processor (Intel Core i5 or equivalent) RAM. 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. 1 year. 16381: Drake Portals - Employee and Client Settings. Use default no-reply@securefilepro. The Drake User Account website, Support. 98 / 5 stars vs ProSeries Tax which has 152 reviews and a rating of 4. Drake also. 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. Access SecureFilePro. Technology. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Comparisons. Optional: Password protect. Enter the New folder name and click OK. Price range: The desktop version is between $345 and $1,625. 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. See why professional preparers vote Drake #1 year after year. This setting is found in Drake Documents > Setup > SFP Settings > Employees tab. 14454: State, AMT, and Book Depreciation Amounts Not Updating from Prior Year. Review. 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:. 15626: EU General Data Protection Regulation Law - Drake Portals and Drake Websites. Select the menu at the top right and choose Guest Exchange. Manage EFINs - See KB 11426 for details. . 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 >. Preparer – Receiving a File. Hire remote preparers: QuickCloud Hosting can turn Drake Tax into cloud software starting at $25 per user, per month,. Enter a Name in the Name field. On the New Exchange window, complete the. Pros: Drake is a very affordable tax preparation software that doesn't nickel and dime you for every feature. You can further increase the security of your account by using an authenticator app, such as Google Authenticator. 2 months. 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. This 2023 Drake tax software review looks at the features that make up this accounting software. 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. 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. SecureFilePro. The last update of the app was on September 28, 2023. Software Purchase Assistance – Purchase Drake Tax with $0 up-front. Simply select . Pricing options. 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. Browse to the graphic image you want to use, select the image file and click Open. Loading; Loading the requested domain. Select the radio button Sign online via SecureFilePro. The setup window opens: Click Enable Automatic Backup. It is web-based and works with most browsers and computers. In order to upload a new file to the Outgoing Files section, follow the steps below: Log into Drake Portals. Browse to the graphic image you want to use, select the image file and click Open. Create an access code with either the last four of the client’s ID number or. . Click on your username and then select Guest Exchange. When the free trial period expires, you will have 30 days to upgrade to a paid subscription before your account is terminated. . Calculation results and full return view just a click away. Firm Management. 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. The last update of the app was on September 28, 2023. Drake Software Support - Single Sign On. 10. From the Products menu, select Drake Portals. . Click Manual code to set up the app with a code. Create an access code with either the last four of the client’s ID number or. To do so, follow these steps: Select your username from the Home window of your Drake Portals website. 5 months. Upload. Flexible storage – Drake Portals comes with 5 GB of file transfer space for all plans. A song that uses Artificial Intelligence to clone the voices of Drake and The Weeknd has gone viral on social media. drakezero. Browse to the graphic image you want to use, select the image file and click Open. Title: Classroom Training CPE Author: Drake Software Created Date:Thu Nov 16 2023 - 4:35:12 PM4. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. 2 months. On the Home page, expand the Clients section. As a company, Drake Software was first marketed in 1977. There are four tabs on the SecureFilePro Guest Exchange window. Drake Portals - SecureFilePro. When they log in to their Drake Portals Account, they click on Payment on the left. Learn the basics of Drake Software products with these short instructional videos. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. 2. Drake E-Sign Online is integrated with Drake Tax and works along with Drake Portals SecureFilePro. Click the eSign button. If your account is terminated for failing to upgrade to a paid subscription, the subdomain you chose will be recycled. Menu. The deadline to comply with GDPR was May 25, 2018. Choose the client type from the drop list and then click Edit. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. Click Print. 11391: 709 - Gift Tax Return Overview. At the top, click Create New Exchange. Deleting a Batch of Clients:One of the things that Gary attributes to his company’s continuing success is his tax preparation software: “I recommend Drake Tax anytime I get the chance. Taxpayers can download the mobile app from the Google Play Store and the Apple App Store. With the move to a single-sign on model, your entire account is protected with multi-factor authentication by default. Sign up for a SecureFilePro Account. 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. Open Drake Documents and go to Settings > Clients tab > New Client (s) button. 5 months. Select the relevant report such as Client List (All Clients). Under Email. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. 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. Select the radio button Sign online via SecureFilePro. Upload from Drake Tax: Whenever you print to Drake Documents with the Drake PDF printer, select the. Clients and taxpayers that use Drake Portals are. Drake Accounting Drake Portals (SecureFilePro) provides secure file exchange for your practice, so you and your client can exchange tax documents securely and conveniently. . Javascript must be enabled for the correct page displayProcessor. View the completed return and select the forms that should be included in the PDF for e-signing. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. Shortcut keys and macros simplify data entry and reduce keystrokes. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. 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. Select the radio button Sign online via SecureFilePro. Type your message in the text field, then click Send. Drake Portal users access the Preparer portal site by logging in to their Drake Portals website (InsertYourSiteName. The preparer's e-signature is not applied via this process; it is only designed to gather the taxpayers' electronic signatures. Password. 11. Sign up for a SecureFilePro Account. See why professional preparers vote Drake #1 year after year. Drake Single Sign-On: Where We Are, and Where We’re Going. Enter a memo note, if desired. 11727: 1040. Shipping ZIP * -10847: Form 9325 After IRS Acceptance - Notifying the Taxpayer. Comparisons. On the Guest Exchange window, choose Create Exchange. 95 per year, per 25 GB. Clearing this option applies to all documents you print with the Drake PDF printer. A single message is limited to 1000 characters, including spaces. Don’t have an account? Upload or Download files here. The following items may prevent signatures from being uploaded or help you troubleshoot taxpayer failed signatures. 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. 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. 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. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. sk8monroe , 04/11/2023. Select the Form & Schedule Options tab. 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. Yes, starting in January 2023, Drake Portals now supports gathering electronic signatures for any PDF document; not just those created through Drake Tax. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. 1 month. See why professional preparers vote Drake #1 year after year. Guests can send and receive files without going through a portal. Drake Software | 800. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. 15626: EU General Data Protection Regulation Law - Drake Portals and Drake Websites. Skip to main content Site Map. k. DrakePortals provides tax professionals a Drake Tax®-integrated, SecureFilePro. This document may be found here. Learn the basics of Drake Software products with these short instructional videos. If you want to configure MFA through an Authenticator App, you can do so using the Drake User Manager (see Related Links below). Username. Drake Documents is part of Drake Tax, and is well suited for small to mid-sized accounting firms that currently use other Drake Software. 1 month. Drake Accounting® Classroom Training - CPE Training. For more information, see the Drake Portals page and Related. Check the pros & cons to see if the pricing plans are worth it. Calculation results and full return view just a click away. Automatic data flow from federal return to state and city returns, with override options. Javascript must be enabled for the correct page displayLoading; Loading the requested domain. Browse to the graphic image you want to use, select the image file and click Open. You can upload documents directly from Drake Tax to a secure portal and even send and receive messages instantly. Download SecureFilePro and enjoy it on your iPhone, iPad, and iPod touch. More information is available on the Drake Portals page.