1099R x42. Access all your Drake products and services with one login. Right-click and select Create New Folder. CONS. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. Documents for a selected client display on the upper right, in the Documents Pane. Drake E-Sign Online is integrated with Drake Tax and works along with Drake Portals SecureFilePro. Learn the basics of Drake Software products with these short instructional videos. Backup Online to SecureFilePro. The Drake e-Sign Online process requires the purchase of e-Sign Events. Preparer – Receiving a File. 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. 14315: Organizers - New Client Blank Fillable Organizer. There are two supported authentication code retrieval methods discussed below. 11. 11507: Form 843 - Claim for Refund and Request for Abatement. Click Change Logo. Drake eSignature is integrated into SFP and allows your 1040 clients to review and sign tax documents on their mobile devices or computers. com [email protected] the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Backup Online to SecureFilePro. Don’t have an account? Upload or Download files here. More information is available on the Drake Portals page. Loading; Loading the requested domain. Drake Tax has 89 reviews and a rating of 3. 4 GB or more. 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. Click Configure Automatic Backups. 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. Automatic data flow from federal return to state and city returns, with override options. Click Print. Upload. For more information, see the Drake Portals page and Related. Select the relevant report such as Client List (All Clients). It also allows for hardware add-ons, such as a barcode scanner or signature pad. The deadline to comply with GDPR was May 25, 2018. The app will display a six-digit code. Select a date from the calendar control that appears when you click the Uploaded on or before field. Drake Enterprises, Ltd. 02 Broadcast - Catch our Drake Accounting® Classroom Training! CPE TrainingGuest Exchange. Enter the New folder name and click OK. 2. Enter a Name in the Name field. Select the relevant report such as Client List (All Clients). Click File Maintenance. "Drake's securefilepro is a disaster. When the free trial period expires, you will have 30 days to upgrade to a paid subscription before your account is terminated. All documents in SecureFilePro are exchanged in PDF to prevent unauthorized changes on any document that is shared. . From this section, the taxpayer will click on Pay and. Select the menu at the top right and choose Guest Exchange. Select your client and then click on the Messenger tab. cloud_upload Upload cloud_download DownloadPricing options. Drake Tax will now allow Form 4562 imports, and the new optional multi-factor authentication can help tax professionals better secure their accounts. Sign up for a SecureFilePro Account. Password Recovery. If you need assistance, you can contact Drake Support by phone, email, or chat. a. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Sign up for a SecureFilePro Account. Title. How 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. 98 / 5 stars vs MyTAXPrepOffice which has 103 reviews and a rating of 4. Drake also. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928 Under the Two-Factor Authentication section, choose App. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. Username. Right-click and select Create New Folder. The following items may prevent signatures from being uploaded or help you troubleshoot taxpayer failed signatures. Automatic data flow from federal return to state and city returns, with override options. Monitor. 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. All subscriptions to the SecureFilePro™ service are subject to Automated Recurring Billing (ARB), by credit card, for purposes of renewal and continuation of service. All documents in SecureFilePro are exchanged in PDF to prevent unauthorized changes on any document that is shared. Drake Tax vs MyTAXPrepOffice. Related Links. To use SFP eSign: First, purchase eSignature events. The software scans the clients chosen and then displays the Organizer/Proforma – Print Options window. 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. Enter your Drake Portals Username and Password in the Drake Portals Pane, and then click Login. See why professional preparers vote Drake #1 year after year. com; Use custom ; Activation Link Expiration; Under Notifications. You have four ways to send or receive files: Preparer – Sending a File. Password protect — Protect your clients’ documents. Related Links. Second, sign with eSignature events. The setup window opens: Click Enable Automatic Backup. Drake Accounting Drake Portals (SecureFilePro) provides secure file exchange for your practice, so you and your client can exchange 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;. 17730: 1040 - K1P Box 20 Code AG. Log in to the Drake Software Support website. This will load the client creation window. From the Products menu, select Drake Portals. Included in Drake Portals. Use Logo on Emails. Select Rename Folder or Delete Folder from the. Client – Receiving a File. You can further increase the security of your account by using an authenticator app, such as Google Authenticator. Other videos from the same category Follow these instructions to link your copy of Drake Tax to your SecureFilePro portal account. Store your clients’ documents — Scanned documents and copies of your clients’ returns are stored in electronic folders. When they log in to their Drake Portals Account, they click on Payment on the left. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. The administrator can change this selection by clicking Edit. 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. This 2023 Drake tax software review looks at the features that make up this accounting software. Drake Software offers various platforms for tax preparation, including Drake on the Desktop, Drake Tax, Drake Accounting, and Drake Documents. DrakePortals provides tax professionals a Drake Tax®-integrated, SecureFilePro. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. Loading; Loading the requested domain. 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. View the status of e-Sign Events through Signatures. A confirmation dialog will ask if you would like to enable MFA. 5 GHz or faster multi-core processor (Intel Core i5 or equivalent) RAM. 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. 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. Every Drake Portals package, including the 14-day free. Clear the option to Launch Adobe after creating a ‘Drake PDF’. Loading; Loading the requested domain. Yes, SecureFilePro TM now has a mobile app. Calculation results and full return view just a click away. Most other software charges you extra for additional states. Click Submit. Follow the app specific steps to activate the app. Bill a client through Payment. The client will: Navigate to your Drake Portals website and locate the Guest Exchange panel: Click Upload. 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. On the Home window of Drake, select Setup > Printing > Printer Setup. 6 star 14 reviews 10K+ Downloads Everyone info Install About this app arrow_forward SecureFileProTM provides a secure client file exchange, allowing. Check the pros & cons to see if the pricing plans are worth it. 2 years. New 18320: 2023. It is extremely slow and very difficult for users to use. 1 year. Taxpayers can download the mobile app from the Google Play Store and the Apple App Store. When they log in to their Drake Portals Account, they click on Payment on the left. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. 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. Software Purchase Assistance – Purchase Drake Tax with $0 up-front. Compliments of Drake Software 828. Don’t have an account? Upload or Download files here. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. 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 >. Notifications. 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 (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. DrakeEducation. Enter a Name in the Name field. 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. Drake Portals (SecureFilePro TM) Note: This change only affects Drake Portals administrator and preparer accounts. Choose Create under the Create Batch Drake Portals Clients section at the bottom of the window. 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. Popular Tags. Aside from locally installed software, a Drake product requiring an Internet connection also won its category. To a first time user of the software, it can seem extremely complex. Browse to the graphic image you want to use, select the image file and click Open. The last update of the app was on September 28, 2023. Free marketing – Digital and print marketing available to help you grow your business. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. This desk reference is a. 0. Preparer – Receiving a File. Set file expiration dates and customize default expiration dates. This is also the form in the viewing panel. Drake eSignature is integrated into SFP and allows your 1040 clients to review and sign tax documents on their mobile devices or computers. 890. Right-click and select Create New Folder. 17694: Schedule K1 - Box 21 (Drake21) 2 months. 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. It is web-based and works with most browsers and computers. It is web-based and works with most browsers and computers. com; Seamless integration with Drake Tax Software; Set file expiration dates and customize default expiration dates; Customize emails to customers, including logos, text and footer; Guests can send and receive files without going through a portalVideos. Click the link SecureFilePro eSign Information. Click the Bill button to send the bill amount to the taxpayer. Drake Portal Orders Sign up for a SecureFilePro Account 2023-11-09 V5. The responses also. At the top, click Create New Exchange. 12485: 709 - Move Amount from Schedule A Part I to Part III. 11340: 706 - Estate Tax Returns FAQs. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928Ryan Norton Friday, October 07, 2022. If you do not have any e-Sign Events available for use, the radio button will be grayed out. Browse to the graphic image you want to use, select the image file and click Open. 890. com domain where you and your clients can exchange confidential tax documents safely and conveniently. The Drake e-Sign Online process requires the purchase of e-Sign Events. On the New Exchange window, complete the. Under Email. The preparer's e-signature is not applied via this process; it is only designed to gather the taxpayers' electronic signatures. Browse to the graphic image you want to use, select the image file and click Open. Learn how to customize your firm’s Drake Portals (SecureFilePro) account settings, including the custom web address, subscription status, notification options, and more. Open Drake Documents and go to Settings > Clients tab > New Client (s) button. Don’t have an account? Upload or Download files here. Sign up for a SecureFilePro Account. Second, sign with eSignature events. SecureFilePro. Go to Tools > File Maintenance > Backup. About this app. Serial Numbers - Access your current and prior. 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. You can further increase the security of your account by using an authenticator app, such as Google Authenticator. Send a file to multiple recipients by entering multiple. Click the Bill button to send the bill amount to the taxpayer. Select the radio button Sign online via SecureFilePro. Add custom instructions to emails sent to the selected type of client. as those in Drake Tax. 10. 95 per month or $99. Select Options from the drop list. 95 per month or $99. 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. 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. Search for "SecureFilePro. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. After downloading the app, the taxpayer will enter the email address that is associated with. 11. Drag and drop file transfer from Drake Portals clients to Drake Documents. Drake Portals is a web-based service that lets you create a secure website on the SecureFilePro. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. 18 Broadcast - Annual Filing Season Program, Earn Your Record of Completion for 2024. Select your client and then click on the Messenger tab. Don’t have an account? Upload or Download files here. 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. Click Select to browse for the file (s) to be uploaded. 11592: 1120S - M-2 versus Retained Earnings. To rename or delete the folder, select it in the Drake Portals pane and right click. An email will be sent to verify your identity when you log in from a new device. See why professional preparers vote Drake #1 year after year. 1 month. New 10983: Installing Drake Tax New 18321: 2023. 1 month. 1 month. Popular Articles : Title: 13325: Return Due Dates and Deadlines. 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. com Affiliates (OLF) Title. Account Tab. Optional: Password protect. To manually sync records, complete the following: 1. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. There are four tabs on the SecureFilePro Guest Exchange window. You have four ways to send or receive files: Preparer – Sending a File. 10139: Schedule D, Form 8949, GruntWorx Trades Import. Other videos from the same category. Select the radio button Sign online via SecureFilePro. Follow these instructions to link your copy of Drake Software to your SecureFilePro portal account. Follow the app specific steps to activate the app. The Report Manager window opens. In the New Exchange window, enter the following items: Recipient (s) Email Address. The client will receive a notification email that a bill has been sent. Drake Tax. 1 month. Seamless integration with Drake Tax Software. Send a file to multiple recipients by entering multiple. 10. The default settings for each tab set focus to the first form in the list. SecureFilePro provides access to the SecureFilePro functions through the four SFP tabs: Files Tab; Connect Tab; Messenger Tab; Signatures Tab; Files Tab. Click the link SecureFilePro eSign Information. 10671: Drake Tax - Software User's Manual. Modified Date. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. 95 per year, per 25 GB. Under Email. Shipping Address * Shipping Address (cont. 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. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. ". We would love to talk more about how Drake Portals and the SecureFilePro app can streamline tax season for you and your client base. Skip to main content Site Map. Definition and Software Setup. Select the file to be uploaded and click Open. . 26 Broadcast - Drake In Depth: Self-Employment and Rental Income - CPE Training New 18312: 2023. Click Select to browse for the file (s) to be uploaded. Select the file to be uploaded and click Open. 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. 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. You can delete an individual client through the Drake Portals website. 524. SecureFilePro. Create an access code with either the last four of the client’s ID number or. 5 months. 12109: Enterprise Office Manager (EOM) 2 years. 2 months: 15028: Organizers - Custom PagesLoading; Loading the requested domain. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. 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. To rename or delete the folder, select it in the Drake Portals pane and right click. To download a file, open Drake Documents and locate the client in the left tree menu. Drake allows users to store documents of any kind. Clearing this option applies to all documents you print with the Drake PDF printer. 12109: Enterprise Office Manager (EOM) 2 years. com Referral Program - DIY Online Tax Preparation FAQs. . Virtual Currency response field removed when importing Client Profile. To connect with your client, your choices are to: use Drake Portals and upload documents through the secure file transfer system on the SecureFilePro TM exchange (see Related Links below for details),New 18320: 2023. To access Guest Exchange, click on the icon in the SFP pane of Drake Documents. The following items may prevent signatures from being uploaded or help you troubleshoot taxpayer failed signatures. New 10888: Contacting Drake Support. Client – Sending a File. This document may be found here. GruntWorx Drake Software Support - Single Sign On. 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 Portals (SecureFilePro) Drake Portals (SFP) provides a secure client file exchange portal, allowing you to exchange tax documents between you and your client over your own secure site. 1 month. There are two supported authentication code retrieval methods discussed below. A single message is limited to 1000 characters, including spaces. Title. New 18325: Save or Save and Apply All Button Grayed Out (DAS) New 18324: 2023. 03 / 5 stars. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. 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. . Click the eSign button. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. 4. Pros: Drake is a very affordable tax preparation software that doesn't nickel and dime you for every feature. The speed you need – Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. You can upload documents directly from Drake Tax to a secure portal and even send and receive messages instantly. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928Under the Two-Factor Authentication section, choose App. How long is the trial period? The free trial is 14 days from the date you sign up. Educate Yourself on Tax Law Changes. Second, sign with eSignature events. Having a convenient list of commonly accessed tax information can make it easier to weather the hectic pace of filing season. Settings are saved automatically. Receive email the first time. drake software & securefilepro 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 Under the From Preparer section, click the Upload icon. Drake Portal Orders. 0: NEW Live Webinar with DrakeCPE New 15719: Email Setup - Google Two-Step Verification and App PasswordDrake Portal Orders. Click the link SecureFilePro eSign Information. To use SFP eSign: First, purchase eSignature events. The upload screen is displayed: Complete all informational fields as needed. Drake Tax has 89 reviews and a rating of 3. 2 years. To download a file, open Drake Documents and locate the client in the left tree menu. The free trial is 14 days from the date you sign up. ). Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. SecureFilePro. Price range: The desktop version is between $345 and $1,625. When the free trial period expires, you will have 30 days to upgrade to a paid subscription before your account is terminated. GruntWorxClick 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). The client will: Navigate to your Drake Portals website and locate the Guest Exchange panel: Click Upload. K1 Entries. Click Change Logo. Cons: The biggest drawback for Drake is the esignature process through Drake Portals. There are four tabs on the SecureFilePro Guest Exchange window. This setting is found in Drake Documents > Setup > SFP Settings > Employees tab. From the Products menu, select Drake Portals. From this section, the taxpayer will click on Pay and. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Click Change Logo. Drake Tax. Search for " SecureFilePro. Upload from Drake Tax: Whenever you print to Drake Documents with the Drake PDF printer, select the. 11727: 1040. Modified Date. VDOMDHTMLe>Document Moved. Technology. SecureFilePro is considered an add-on and is purchased separately from Drake Tax. Log in to the Drake Software Support website. Select Clients from the Delete all files in drop list. K1 x129.