The Drake User Account website, Support. If your account is terminated for failing to upgrade to a paid subscription, the subdomain you chose will be recycled. . Click Upload File (s). W2 x103. Other videos from the same category. To send a message to your client, first check if they’re set up to use Drake Portals. Second, sign with eSignature events. 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). 95 per year, per 25 GB. 2023-11-09 V5. Title. Monitor. Select the radio button Sign online via Drake Portals TM . Drake Tax vs MyTAXPrepOffice. Learn how to access, manage,. Quick, informative videos to learn all about Drake Software, including software setup, practice management tools, bank products, e-filing and many more topics. When they log in to their Drake Portals Account, they click on Payment on the left. Don’t have an account? Upload or Download files here. SecureFilePro is a business app developed by Drake Software. For steps on deleting clients through Drake Tax, see Related Links below. New 18325: Save or Save and Apply All Button Grayed Out (DAS) New 18324: 2023. If you do not have any e-Sign Events available for use, the radio button will be grayed out. Type your message in the text field, then click Send. Once the two-factor authentication has been enabled, the taxpayer. Click Change Logo. Drake Software offers various platforms for tax preparation, including Drake on the Desktop, Drake Tax, Drake Accounting, and Drake Documents. 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. 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. The Drake User Account website, Support. The APK has been available since December 2022. Seamless integration with Drake Tax Software. 17730: 1040 - K1P Box 20 Code AG. Optional: Password protect. To use SFP eSign: First, purchase eSignature events. Send a file to multiple recipients by entering multiple. 02 Broadcast - Catch our Drake Accounting® Classroom Training! CPE TrainingDrake Software | 800. Enter the New folder name and click OK. Make sure Manually Sync is. Drake Portals - SecureFilePro. Select your client and then click on the Messenger tab. In Drake Accounting, make the client you want to sync to Portals the active client. Set Number of Weeks to Keep. A single message is limited to 1000 characters, including spaces. If they’re not set up, see Related Links below for instructions on client setup. Add custom instructions to emails sent to the selected type of client. 5 years. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. K1 Entries. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. 98 / 5 stars vs ProSeries Tax which has 152 reviews and a rating of 4. Copy files to CD — Copy Drake Documents files directly to a CD. 98 / 5 stars vs TurboTax Business which has 240 reviews and a rating of 4. New 18320: 2023. 9500 Webinars at DrakeSoftware. SecureFilePro is a cloud-based service that allows you to exchange files with your clients securely and conveniently. View the status of e-Sign Events through Signatures. 16381: Drake Portals - Employee and Client Settings. New Outgoing – Select and send files; Incoming File Summary – Review files you’ve received; Outgoing File Summary – Review files you’ve sent; Settings – Customize Guest Exchange; New OutgoingDrake Software is a complete professional tax preparation program for federal and state returns, business and individual. Printer Windows GDI (Graphical Device Interface) or HP-compatible laser printer. This video demonstrates portal basics to the end user, including logging in, sharing files, and account settings. At the top, click Create New Exchange. Click Manual code to set up the app with a code. Modified Date. The software scans the clients chosen and then displays the Organizer/Proforma – Print Options window. All documents in SecureFilePro are exchanged in PDF to prevent unauthorized changes on any document that is shared. View the completed return and select the pages that should be included in the eSignature PDF. 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. Thanks to the suite of products Drake offers – like SecureFilePro™, Drake Documents, and Client Write-Up – we are able to provide the best possible service to our clients. 14315: Organizers - New Client Blank Fillable Organizer. Menu. To change the format of the bank account numbers on Form 8879, complete the following steps: Select the Setup menu from the Home window of the software. Definition and Software Setup. the option, go to Drake Documents > Setup > SFP Settings > Connect Features tab > check the Sign Forms option. Yes, SecureFilePro TM now has a mobile app. You can further increase the security of your account by using an authenticator app, such as Google Authenticator. When the free trial period expires, you will have 30 days to upgrade to a paid subscription before your account is terminated. It's rated 4. When the free trial period expires, you will have 30 days to upgrade to a paid subscription before your account is terminated. Enter your email address and password to sign in. A phone app is available for taxpayers to use as well. 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. Use default no-reply@securefilepro. cloud_upload Upload cloud_download DownloadDrake Portals - SecureFilePro How do I upload documents to Drake Portals for one of my clients to download? To upload files for a specific client in Drake PortalsTM, you have. 95 per month or $99. 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 Drake Portals pane, click on the Files tab and open the folder Documents to Preparer. From the Products menu, select Drake Portals. com Referral Program - DIY Online Tax Preparation FAQs. Drake Portals. . Clear the option to Launch Adobe after creating a ‘Drake PDF’. . Don’t have an account? Upload or Download files here. See why professional preparers vote Drake #1 year after year. SecureFileProTM provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. Modified Date. If you are a Drake Software customer, you can access your. Modified Date. See why professional preparers vote Drake #1 year after year. Drag and drop file transfer from Drake Portals clients to Drake Documents. Account Tab. 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. After a taxpayer has set up their password for their Drake Portals account, they have the option to enable Two-Factor Authentication. 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. Drag and drop file transfer from Drake Portals clients to Drake Documents. To a first time user of the software, it can seem extremely complex. Click Select to browse for the file (s) to be uploaded. 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. The free trial is 14 days from the date you sign up. Client – Sending a File. g. Pros: Drake is a very affordable tax preparation software that doesn't nickel and dime you for every feature. Browse to the graphic image you want to use, select the image file and click Open. Drake provides the tools and support tax professionals need to build their businesses and attract new clients. Drake Tax offers two platforms: A desktop version and a web-hosted version called Drake Tax in the Cloud. Every Drake Portals package, including the 14-day free trial, has access to all Drake Portals features (Files, Profile, Checklist, Questionnaires, Signatures, and, Payment). 235 East Palmer Street. File Download. See Related Links below for details. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. 11. See why professional preparers vote Drake #1 year after year. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. On the Connect tab, enter the bill amount. Drake Tax will now allow Form 4562 imports, and the new optional multi-factor authentication can help tax professionals better secure their accounts. 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. com [email protected] the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Additional space is available at $9. Price range: The desktop version is between $345 and $1,625. 11. PROS. 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. Select a category below or click. Select your client and then click on the Messenger tab. Click Print. Loading; Loading the requested domain. sk8monroe , 04/11/2023. 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. To a first time user of the software, it can seem extremely complex. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. 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. Modified Date. (“Drake Software”) Billing and Payment Policy for SecureFilePro™ All payments for SecureFilePro™ services are due before delivery of service. Firm Management. Review. 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®. Under Email. You’ll save money by using less paper and toner, and by cutting the staff time. Tax professionals will be able to accept credit card payments remotely, collect e-signatures from clients who can’t make it into the office, and send and receive instant messages with SecureFilePro. Seamless integration with Drake Tax Software. Comparisons. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. Clients and taxpayers that use Drake Portals are. 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. Shipping Address * Shipping Address (cont. 10523: Shipment Letter for Drake Software Release. 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 Print. Click Print. Set file expiration dates and customize default expiration dates. . You can upload documents directly from Drake Tax to a secure portal and even send and receive messages instantly. We would love to talk more about how Drake Portals and the SecureFilePro app can streamline tax season for you and your client base. It rapidly grew from a family tax practice into a national brand by providing tax professionals with. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money. When using SFP eSign, remember: The SFP eSign process is different than using a Signature Pad to e-sign. You can also print to a real printer at this step if desired. Actual space requirements will vary based on the number of clients you serve. On the Guest Exchange window, choose Create Exchange. 2 years. Your site may be accessed anywhere the Internet is available. Drake eSignature is integrated into SFP and allows your 1040 clients to review and sign tax documents on their mobile devices or computers. Select return (s) to view and click View. Taxpayers can download the mobile app from the Google Play Store and the Apple App Store. 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. 6. You can also use. Click the eSign button. 9500 | Webinars at DrakeSoftware. There are lots of video tutorials and an nice set of help. As a company, Drake Software was first marketed in 1977. com. 2. Drake Portal Orders. Click the link SecureFilePro eSign Information. "This app is only designed for taxpayers to login and use; not for the firm or tax preparers. There are two supported authentication code retrieval methods discussed below. 8 GHz processor • 4 GB RAM • Monitor capable of 1280 x 1024 screen resolutionLearn the basics of Drake Software products with these short instructional videos. 11665: 1065 - Entering Partner Capital Accounts. Object moved to here. Notifications. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. On the Home window of Drake, select Setup > Printing > Printer Setup. Taxpayer Portal Basics. Click here for more information. The Guest Exchange is a panel that shows up on your Drake Portals login page, which clients can use to upload files to you or as an alternate method to download guest exchange files from you. Recommended System Requirements • Windows 7, 8 or 10 Professional 64-bit • 2. Drake Software Support - Single Sign On. At the top, click Create New Exchange. . 10088: 1040 - K1 Code Data Entry. Backup Online to SecureFilePro. Under Email. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. 26 Broadcast - Drake In Depth: Self-Employment and Rental Income - CPE Training New 18312: 2023. Additional space is available at $9. cloud_upload Upload cloud_download DownloadFor information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. Click Change Logo. Log in to the Drake Software Support website. Drake eSignature is integrated into SFP and allows your 1040 clients to review and sign tax documents on their mobile devices or computers. On the Guest Exchange window, choose Create Exchange. Skip to main content Site Map. Log in to Drake Portals. Virtual Currency response field removed when importing Client Profile. Set file expiration dates and customize default expiration dates. Drake Tax, part of Drake Software, is well suited for small to mid-sized accounting firms that process a high number of individual and business returns. Javascript must be enabled for the correct page displayProcessor. com subdomain: <yourbusinessname>. VDOMDHTMLe>Document Moved. com. Use Logo on Emails. The Drake Portals Pane displays in the lower right. 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. See why professional preparers vote Drake #1 year after year. Access all your Drake products and services with one login. Clearing this option applies to all documents you print with the Drake PDF printer. 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. Save the PDF of the return. 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. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. 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. If you do not have any eSignature Events available for use, the radio button will be grayed out. No SecureFilePro Found Message. 18 Broadcast - Annual Filing Season Program, Earn Your Record of Completion for 2024. Password protect — Protect your clients’ documents. Client – Receiving a File. 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. Compliments of Drake Software 828. Select Rename Folder or Delete Folder from the. 1099R x42. 1 month. Learn the basics of Drake Software products with these short instructional videos. 10671: Drake Tax - Software User's Manual. 8020 > DrakeSoftware. 11. Go to Firm > Portal Setup. com; Use custom ; Activation Link Expiration; Under Notifications. While Drake Portals is integrated with Drake Software as well as the Drake Documents, documents produced by other software. 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). 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. 2019 Rating – 4. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. New 10983: Installing Drake Tax New 18321: 2023. Yes, SecureFilePro TM now has a mobile app. From the selection window, choose the files you wish to download together in a batch and select Download. CONS. Use default no-reply@securefilepro. 11340: 706 - Estate Tax Returns FAQs. Below are some of the things you can do within the Working Cabinet. 1 month. 16562: Drake Portals - Firm/Preparer Multi-Factor Authentication (MFA) 1 year. 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. com domain where you and your clients can exchange confidential tax documents safely and conveniently. 00 out of 5 stars, based on 11 ratings. Simply select . Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. 2 GB or more of available hard drive space. Select a date from the calendar control that appears when you click the Uploaded on or before field. See why professional preparers vote Drake #1 year after year. No SecureFilePro Found Message. New 16175: Drake Accounting Manual (DAS) 2 weeks. 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. Click Manual code to set up the app with a code. Drake Enterprises, Ltd. If you want to configure MFA through an Authenticator App, you can do so using the Drake User Manager (see Related Links below). Select Rename Folder or Delete Folder from the. If accessing your Drake Portals client documents via the Drake Portals Pane in Drake Documents, follow these steps:Backup Online to SecureFilePro. 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. Some features, such as Drake e-Sign Online, are only available for use by Drake Tax customers. Shortcut keys and macros simplify data entry and reduce keystrokes. Bill a client through Payment. . Modified Date. To access Guest Exchange, click on the icon in the SFP pane of Drake Documents. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. Receive email the first time. 06. Drake Portal Orders Sign up for a SecureFilePro Account 2023-11-09 V5. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. DrakeSoftware. In Drake Tax, the option is available in the Backup and Restore dialog box. Other videos from the same category Follow these. Every Drake Portals package, including the 14-day free. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. How long is the trial period? The free trial is 14 days from the date you sign up. Select settings: Verify the time. 4. In Drake Tax, the option is available in the Backup and Restore dialog box. Modified Date. 10671: Drake Tax - Software User's Manual. 13 Broadcast - NEW! Drake Accounting® Classroom. SecureFilePro. . Documents for a selected client display on the upper right, in the Documents Pane. 1 month. . You can also print to a real printer at this step if desired. If your account is terminated for failing to upgrade to a paid subscription, the subdomain you chose will be recycled. You have four ways to send or receive files: Preparer – Sending a File. Account Tab. 18 Broadcast - Annual Filing Season Program, Earn Your Record of Completion for 2024. At the top, click Create New Exchange. Sign InFrom the Messenger tab of Drake Portals, you can:. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. 2. Select your client and then click on the Messenger tab. SecureFilePro has a. Send an email to these Drake Software departments directly, or reach out to us using the contact info at the bottom of your screen. More information is available on the Drake Portals page. Choose from App Generation or Text Message Authentication below. Drake Tax: Best value for preparing 30 or fewer individual and business returns. Custom subdomain – <yourbusinessname>. 15260: Drake Portals - Drake Tax Integration - Connect Functionality. You have four ways to send or receive files: Preparer – Sending a File. 15626: EU General Data Protection Regulation Law - Drake Portals and Drake Websites. 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. Second, sign with eSignature events. SecureFilePro. On the New Exchange window, complete the. Enter a Name in the Name field. Because Drake Accounting is the hub of all payroll activity, those using Drake Accounting must accept or invoke this synchronization (or “sync”). View the completed return and select the pages that should be included in the eSignature PDF. Click the eSign button. More information is available on the Drake Portals page. 00 out of 5 stars, based on 11 ratings. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. 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. Having a convenient list of commonly accessed tax information can make it easier to weather the hectic pace of filing season. Bill a client through Payment. 59 / 5 stars. 0. Save the PDF of the return. "Sent From" Email. 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. Click the eSign button. New 17009: Update a Client From Prior Year (DAS21 and Future) New 14862: e-Filing Reject - IND-116-01. At the top, click Create New Exchange. Drake Portal users access the Preparer portal site by logging in to their Drake Portals website (InsertYourSiteName. 13355: Federal Forms - Drake e-Sign (in-Person or Online) 1 year. The client will receive a notification email that a bill has been sent. Drake Tax has 89 reviews and a rating of 3. Right-click and select Create New Folder. Many options and can take time to learn navigation. Cons: The biggest drawback for Drake is the esignature process through Drake Portals. SecureFilePro is a cloud-based service that allows you to exchange files with your clients securely and conveniently. Click on your username and then select Guest Exchange. 5 months. New 18313: 2023. 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.