95 per year, per 25 GB. Optional: Password protect. You can send the customer documents via Drake Portals (SecureFilePro), and the customer can sign them on their mobile device or computer. 11727: 1040. Sales: (800) 890-9500 Sign In. Follow the app specific steps to activate the app. 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. You’ll save money by using less paper and toner, and by cutting the staff time. Hire remote preparers: QuickCloud Hosting can turn Drake Tax into cloud software starting at $25 per user, per month,. See below for steps on deleting backups that are stored in Drake Portals. CONS. 03 / 5 stars. Linking Drake & SecureFilePro Follow these instructions to link your copy of Drake Tax to your SecureFilePro portal account. Eventually, all Drake users will have only. 890. The Drake e-Sign Online process requires the purchase of e-Sign Events. 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. You can further increase the security of your account by using an authenticator app, such as Google Authenticator. Guest Exchange. 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. com. 98 / 5 stars vs TurboTax Business which has 240 reviews and a rating of 4. All files are stored as a PDF, so users must print to the included. The upload screen is displayed: Complete all informational fields as needed. Check the pros & cons to see if the pricing plans are worth it. You can view and change these settings though the Drake Tax integration (continue below) or in the Drake Portals website (see Related Links). 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. 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. Store your clients’ documents — Scanned documents and copies of your clients’ returns are stored in electronic folders. com; Seamless integration with Drake Tax Software; Set file expiration dates and customize default expiration dates; Customize emails to customers, including logos, text and footer; Guests can send and receive files without going through a portalDrake Software | 800. Click Upload File (s). Customize emails to customers, including logos, text and footer. An email will be sent to verify your identity when you log in from a new device. Bill a client through Payment. ) Shipping City * Shipping State *. Browse to the graphic image you want to use, select the image file and click Open. You can also print to a real printer at this step if desired. 03 Broadcast - SECURE Act 2. Object Moved. 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. com), cloud. 2 years. More information is available on the Drake Portals page. Customize emails to customers, including logos, text and footer. Type your message in the text field, then click Send. New 18313: 2023. ScheduleE x34. 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. Menu. From the 2018 reviews of professional tax preparation systems. Guest Exchange. Account:How long is the trial period? The free trial is 14 days from the date you sign up. When the free trial period expires, you will have 30 days to upgrade to a paid subscription before your account is terminated. More information is available on the Drake Portals page. 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. Select Rename Folder or Delete Folder from the. View the status of e-Sign Events through Signatures. 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. 2 GB or more of available hard drive space. 95 per month or $99. 1 month. 4. Among other things, the law can apply to non-EU companies who. Documents can only be signed via Drake Portals if enough e-Sign Events have been purchased and are available. SecureFilePro. Taxpayers can download the mobile app from the Google Play Store and the Apple App Store. Enter a Name in the Name field. It is extremely slow and very difficult for users to use. 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 >. If you do not have any eSignature Events available for use, the radio button will be grayed out. 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. . Javascript mus22t be enabled for the correct page displayDrake Software Blog Team - November 16, 2023. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. "Drake's securefilepro is a disaster. There are four tabs on the SecureFilePro Guest Exchange window. 11507: Form 843 - Claim for Refund and Request for Abatement. Settings are saved automatically. Drake Tax; Practice Management; Tax Packages; Hosting Solution; Web-based Solutions. On the Home page, expand the Clients section. 16562: Drake Portals - Firm/Preparer Multi-Factor Authentication (MFA) 1 year. Price range: The desktop version is between $345 and $1,625. 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. Seamless integration with Drake Tax Software. Copy files to CD — Copy Drake Documents files directly to a CD. Additional space is available at $9. Modified Date. Shipping ZIP * -10847: Form 9325 After IRS Acceptance - Notifying the Taxpayer. . Click the link SecureFilePro eSign Information. 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. Use Logo on Emails. As a company, Drake Software was first marketed in 1977. Access SecureFilePro. 2023-11-09 V5. In order to upload a new file to the Outgoing Files section, follow the steps below: Log into Drake Portals. This setting is found in Drake Documents > Setup > SFP Settings > Employees tab. 11507: Form 843 - Claim for Refund and Request for Abatement. Additional space is available at $9. Backup Online to SecureFilePro. Password. It's currently not in the top ranks. Select the file to be uploaded and click Open. com Referral Program - DIY Online Tax Preparation FAQs. Click Submit. Shipping Address is the same as the Billing Address. 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. 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. Email Footer - Click edit to customize the text that appears at the bottom of all emails sent to clients from Drake Portals. Enter the New folder name and click OK. 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. You have four ways to send or receive files: Preparer – Sending a File. . Browse to the graphic image you want to use, select the image file and click Open. under the Guest Exchange and complete the displayed page. Automatic data flow from federal return to state and city returns, with override options. Actual space requirements will vary based on the number of clients you serve. Your site may be accessed anywhere the Internet is available. Most other software charges you extra for additional states. The deadline to comply with GDPR was May 25, 2018. 14315: Organizers - New Client Blank Fillable Organizer. View the completed return and select the pages that should be included in the eSignature PDF. Select the radio button Sign online via SecureFilePro. Use Logo on Emails "Sent From" Email. 17923: Drake Portals - SecureFilePro Mobile App for Taxpayers. Send a file to multiple recipients by entering multiple. Select the relevant report such as Client List (All Clients). The Drake Portals Pane displays in the lower right. Click the eSign button. The following items may prevent signatures from being uploaded or help you troubleshoot taxpayer failed signatures. 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. Click Change Logo. Type your message in the text field, then click Send. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Send an email to these Drake Software departments directly, or reach out to us using the contact info at the bottom of your screen. All subscriptions to the SecureFilePro™ service are subject to Automated Recurring Billing (ARB), by credit card, for purposes of renewal and continuation of service. Javascript must be enabled for the correct page displayLoading; Loading the requested domain. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. To rename or delete the folder, select it in the Drake Portals pane and right click. 8020 > DrakeSoftware. A song that uses Artificial Intelligence to clone the voices of Drake and The Weeknd has gone viral on social media. Set file expiration dates and customize default expiration dates. 17694: Schedule K1 - Box 21 (Drake21) 2 months. 11. New 18320: 2023. On the Guest Exchange window, choose Create Exchange. Object moved to here. Compliments of Drake Software 828. 1040. Select Firm Management. Your site may be accessed anywhere the Internet is available. The Report Manager window opens. Backup Online to SecureFilePro. Many options and can take time to learn navigation. 2 months: 15028: Organizers - Custom PagesLoading; Loading the requested domain. Drake eSignature is integrated into SFP and allows your 1040 clients to review and sign tax documents on their mobile devices or computers. Drake Documents is part of Drake Tax, and is well suited for small to mid-sized accounting firms that currently use other Drake Software. 14454: State, AMT, and Book Depreciation Amounts Not Updating from Prior Year. Select your client and then click on the Messenger tab. Expand Advanced Settings. com domain where you and your clients can exchange confidential tax documents safely and conveniently. com; Use custom ; Activation Link Expiration; Under Notifications. 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. 1 month. 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. The APK has been available since December 2022. "Sent From" Email. k. View the completed return and select the forms that should be included in the PDF for e-signing. 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. 17730: 1040 - K1P Box 20 Code AG. Drake Portals - SecureFilePro. SecureFilePro is considered an add-on and is purchased separately from Drake Tax. Click the link eSign Information. . Upload. The Drake User Account website, Support. Marketing Pro – Manage your business and your marketing from one digital platform. Don’t have an account? Upload or Download files here. Documents can only be signed via Drake Portals if enough e-Sign Events have been purchased and are available. 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. Select settings: Verify the time. More information is available on the Drake Portals page. ProSeries Professional: Best overall professional tax preparation software. 1 month. SecureFilePro. Enter the New folder name and click OK. From the Products menu, select Drake Portals. 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. 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. Drake Tax. Modified Date. Direct Deposit Information - Update direct deposit info for your add-on fees and Bank Rewards (if you partner with a bank product provider). Check Send to cloud storage. Javascript must be enabled for the correct page displayProcessor. Select Clients from the Delete all files in drop list. Your site may be accessed anywhere the Internet is available. Select return (s) to view and click View. The client will: Navigate to your Drake Portals website and locate the Guest Exchange panel: Click Upload. Enter your Drake Portals Username and Password in the Drake Portals Pane, and then click Login. New 18323: Multi-Site Account Maintenance. With the move to a single-sign on model, your entire account is protected with multi-factor authentication by default. An email will be sent to verify your identity when you log in from a new device. Click Submit. Shortcut keys and macros simplify data entry and reduce keystrokes. Automatic data flow from federal return to state and city returns, with override options. 5 years. Drake Tax has 89 reviews and a rating of 3. 1 month. Seamless integration with Drake Tax Software. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. Receive email the first time. If you want to configure MFA through an Authenticator App, you can do so using the Drake User Manager (see Related Links below). 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. Firm Management. On the Connect tab, enter the bill amount. When they log in to their Drake Portals Account, they click on Payment on the left. Click here for more information. DrakeSoftware. Drake Portal Orders. Search for " SecureFilePro. Select settings: Verify the time. 2023-11-09 V5. The software verifies individuals are at least 18 years old prior to uploading signable documents to Drake Portals. GruntWorxModified Date. 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. This will load the client creation window. Go to Firm > Portal Setup. To rename or delete the folder, select it in the Drake Portals pane and right click. Having a convenient list of commonly accessed tax information can make it easier to weather the hectic pace of filing season. 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). Drake Tax. DrakePortals provides tax professionals a Drake Tax®-integrated, SecureFilePro. It is extremely slow and very difficult for users to use. 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 a category below or click. For example, choose Documents from Preparer. Javascript must be enabled for the correct page display• The 2013 Drake Software User’s Manual in electronic format. 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. There are two supported authentication code retrieval methods discussed below. Taxpayers can download the mobile app from the Google Play Store and the Apple App Store. Drake Accounting Drake Portals (SecureFilePro) provides secure file exchange for your practice, so you and your client can exchange tax documents securely and conveniently. The Drake Portals Guest Exchange allows you to securely share files with anyone who does not have a Drake Portals account. 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. In the New Exchange window, enter the following items: Recipient (s) Email Address. 13355: Federal Forms - Drake e-Sign (in-Person or Online) 1 year. Comparisons. DrakeSoftware. 11574: Online Filing (OLF) Help for Taxpayers. 7. Drag and drop file transfer from Drake Portals clients to Drake Documents. Preparer – Receiving a File. 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. New 16175: Drake Accounting Manual (DAS) 2 weeks. Type your message in the text field, then click Send. Drake Software offers various platforms for tax preparation, including Drake on the Desktop, Drake Tax, Drake Accounting, and Drake Documents. 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. View the completed return and select the pages that should be included in the eSignature PDF. Free marketing – Digital and print marketing available to help you grow your business. Drake Tax offers several tax package. There are two supported authentication code retrieval methods discussed below. Click Manual code to set up the app with a code. If you are a Drake Software customer, you can access your. On the Drake Portals website, follow these steps: Click on your username and choose Account 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. Title. Drake Tax: Best value for preparing 30 or fewer individual and business returns. Click “Add/Delete URL” and proceed as instructed. 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. Email is a less secure way to send and receive taxpayer information. Click Submit. Modified Date. In Drake Tax, the option is available in the Backup and Restore dialog box. In Drake Tax, the option is available in the Backup and Restore dialog box. Once the two-factor authentication has been enabled, the taxpayer. 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. Download SecureFilePro and enjoy it on your iPhone, iPad and iPod touch. 14308: Drake Portals - Making, Storing, Restoring, and Deleting Backups. Select the radio button Sign online via SecureFilePro. It greatly reduces paper handling and storage needs for paper documents. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Fixed Asset Manager : Title: Modified DateOn the Files tab in the Drake Portals pane, select the destination folder. 5 months. To a first time user of the software, it can seem extremely complex. sk8monroe , 04/11/2023. Guest Exchange. Read reviews, compare customer ratings, see screenshots and learn more about SecureFilePro. Click on your username and then select Guest Exchange. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. Drake eSignature is integrated into SFP and allows your 1040 clients to review and sign tax documents on their mobile devices or computers. 5 Stars. DrakeEducation. 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:. Providers must login to e-services and navigate to the e-file Application. Recover PasswordIn order to upload a new file to the Outgoing Files section, follow the steps below: Log into Drake Portals. SecureFilePro is a cloud-based service that allows you to exchange files with your clients securely and conveniently. 18 Broadcast - Annual Filing Season Program, Earn Your Record of Completion for 2024. 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. 9500 | Webinars at DrakeSoftware. To offer your customers the ability to sign documents remotely, check out Drake E-Sign – Online. 1 year. 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. Some features, such as Drake e-Sign Online, are only available for use by Drake Tax customers. Click the eSign button. TaxAct Professional: Best value for preparing unlimited returns. Enter a Name in the Name field. This 2023 Drake tax software review looks at the features that make up this accounting software. 1 year. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. Modified Date. drakesoftware. 15260: Drake Portals - Drake Tax Integration - Connect Functionality. Learn the basics of Drake Software products with these short instructional videos. 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. Notifications. Click the Bill button to send the bill amount to the taxpayer. The feature Add Signature Fields to Any Document is available for all Drake Portals customers. 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. 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. 11592: 1120S - M-2 versus Retained Earnings. Choose from App Generation or Text Message Authentication below. Send a file to multiple recipients by entering multiple. Related Links. Enter a memo note, if desired. 1 month. The Report Manager window opens. com Affiliates (OLF) Title. You can also use Drake Portals to back up your Drake Tax and Drake Documents files to the cloud. Add custom instructions to emails sent to the selected type of client. In order to upload a new file to the Outgoing Files section, follow the steps below: Log into Drake Portals. Choose Create under the Create Batch Drake Portals Clients section at the bottom of the window. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. " "If there is a problem that arises they fix it asap. Drake offers desktop, web-based and hosted software types. Learn how to access, manage, and customize your portals account, as well as troubleshoot common issues and questions. Drake Tax will now allow Form 4562 imports, and the new optional multi-factor authentication can help tax professionals better secure their accounts. Drake Accounting® Classroom Training - CPE Training. Other videos from the same category. When using Drake e-Sign Online, remember: The Drake e-Sign Online process is different than using a Signature Pad to e-Sign documents in your office. Taxpayer Portal Basics. Select the Drake PDF Printer from the Select Printer drop list. 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. ScheduleC x39. ProConnect Tax Online: Best for QuickBooks Online ProAdvisors. Create an access code with either the last four of the client’s ID number or. 890. New 10983: Installing Drake Tax New 18321: 2023. Drake runs quickly and covers our needs for tax preparation. 00 out of 5 stars, based on 11 ratings. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-99282017 Rating – 4. Once the two-factor authentication has been enabled, the taxpayer. 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. Popular Tags. cloud_upload Upload cloud_download DownloadFor information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. 2023-11-09 V5. You can view and change these settings though the Drake Tax integration (continue below) or in the Drake Portals website (see Related Links). Enter a Name in the Name field. The last update of the app was on September 28, 2023. All subscriptions to the SecureFilePro™ service are subject to Automated Recurring Billing (ARB), by credit card, for purposes of renewal and continuation of service. Educate Yourself on Tax Law Changes. All documents in SecureFilePro are exchanged in PDF to prevent unauthorized changes on any document that is shared. Access SecureFilePro. Yes, SecureFilePro TM now has a mobile app. 10. SecureFilePro.