See Related Links below for details. 1099R x42. In Drake Accounting, make the client you want to sync to Portals the active client. 4. Linking Drake & SecureFilePro Follow these instructions to link your copy of Drake Tax to your SecureFilePro portal account. 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. New 18328: 2023. Seamless integration with Drake Tax Software. 5 months. Account Tab. An email will be sent to verify your identity when you log in from a new device. 3. Recover PasswordIn order to upload a new file to the Outgoing Files section, follow the steps below: Log into Drake Portals. A copy of the document appears in the client's From Preparer folder. Virtual Currency response field removed when importing Client Profile. 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. There are four tabs on the Drake Portals - SecureFilePro™ Guest Exchange window: Drake Portals - SecureFilePro How 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. Send a file to multiple recipients by entering multiple. 1099R x42. 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. Save the PDF of the return. You can also use. In the last 30 days, the app was downloaded about 470 times. Calculation results and full return view just a click away. You have four ways to send or receive files: Preparer – Sending a File. The default settings for each tab set focus to the first form in the list. 1 year. To access Guest Exchange, click on the icon in the SFP pane of Drake Documents. Select a date from the calendar control that appears when you click the Uploaded on or before field. Right-click and select Create New Folder. In the Login Information section of the Preparer Setup, select the checkbox to the right of Enable Multi-Factor Authentication (MFA). 1 year. 03 / 5 stars. All subscriptions to the SecureFilePro™ service are subject to Automated Recurring Billing (ARB), by credit card, for purposes of renewal and continuation of service. Email. Over the next several months, Drake Software will be transitioning to a single sign-on (SSO) model for accessing Drake websites and applications. Password. Click “Add/Delete URL” and proceed as instructed. Right-click and select Create New Folder. 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 >. Customize emails to customers, including logos, text and footer. PROS. 890. Log in to Drake Portals. Drake Portals is a web-based service that lets you create a secure website on the SecureFilePro. The upload screen is displayed: Complete all informational fields as needed. The upload screen is displayed: Complete all informational fields as needed. Click Change Logo. 5 months. Preparer – Receiving a File. Click here for more information. 5 GHz or faster multi-core processor (Intel Core i5 or equivalent) RAM. 16381: Drake Portals - Employee and Client Settings. SecureFilePro. Other videos from the same category Follow these instructions to link your copy of Drake Tax to your SecureFilePro portal account. The responses also. 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. 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. 11507: Form 843 - Claim for Refund and Request for Abatement. 17694: Schedule K1 - Box 21 (Drake21) 2 months. See why professional preparers vote Drake #1 year after year. 524. Yes, SecureFilePro TM now has a mobile app. This 2023 Drake tax software review looks at the features that make up this accounting software. Store your clients’ documents — Scanned documents and copies of your clients’ returns are stored in electronic folders. Drake Tax. On the Connect tab, enter the bill amount. Shipping Address is the same as the Billing Address. Select a category below or click. 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. Among other things, the law can apply to non-EU companies who. If you need assistance, you can contact Drake Support by phone, email, or chat. New 18313: 2023. 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. 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”). . A confirmation dialog will ask if you would like to enable MFA. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. Select Clients from the Delete all files in drop list. Don’t have an account? Upload or Download files here. Drake Tax has 89 reviews and a rating of 3. Drake eSignature is integrated into SFP and allows your 1040 clients to review and sign tax documents on their mobile devices or computers. If you do not have any eSignature Events available for use, the radio button will be grayed out. 2 years. Go to Tools > File Maintenance > Backup. From the Messenger tab of Drake Portals, you can:. It is web-based and works with most browsers and computers. 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. Automatic data flow from federal return to state and city returns, with override options. The setup window opens: Click Enable Automatic Backup. SecureFilePro. It is web-based and works with most browsers and computers. If you want to configure MFA through an Authenticator App, you can do so using the Drake User Manager (see Related Links below). For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. From the Messenger tab of Drake Portals, you can:. (“Drake Software”) Billing and Payment Policy for SecureFilePro™ All payments for SecureFilePro™ services are due before delivery of service. K1 Entries. Read reviews, compare customer ratings, see screenshots and learn more about SecureFilePro. PROS. New 18328: 2023. Yes, SecureFilePro TM now has a mobile app. 12485: 709 - Move Amount from Schedule A Part I to Part III. Drake Tax: Best value for preparing 30 or fewer individual and business returns. It's currently not in the top ranks. 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. Direct transfer of images or documents captured on the Drake Portals client’s mobile device. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. 6 star 14 reviews 10K+ Downloads Everyone info Install About this app arrow_forward SecureFileProTM provides a secure client file exchange, allowing. Other videos from the same category. Included in 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. All documents in SecureFilePro are exchanged in PDF to prevent unauthorized changes on any document that is shared. As a company, Drake Software was first marketed in 1977. Choose Create under the Create Batch Drake Portals Clients section at the bottom of the window. Client – Receiving a File. 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). Sales: (800) 890-9500 Sign In. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. Create an access code with either the last four of the client’s ID number or. 15626: EU General Data Protection Regulation Law - Drake Portals and Drake Websites. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. com (also known as the Drake Software Support website or Drake Account), was migrated to the new single sign-on process. 5 years. When they log in to their Drake Portals Account, they click on Payment on the left. In order to upload a new file to the Outgoing Files section, follow the steps below: Log into Drake Portals. Drake Portal Orders. 14454: State, AMT, and Book Depreciation Amounts Not Updating from Prior Year. 10088: 1040 - K1 Code Data Entry. Learn the basics of Drake Software products with these short instructional videos. 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. The setup window opens: Click Enable Automatic Backup. Right-click and select Create New Folder. This document may be found here. Click Upload File (s). Open Drake Documents and go to Settings > Clients tab > New Client (s) button. Click File Maintenance. See Related Links below for details. Drake Accounting® Classroom Training - CPE Training. 11507: Form 843 - Claim for Refund and Request for Abatement. Most other software charges you extra for additional states. Drake provides the tools and support tax professionals need to build their businesses and attract new clients. Drake Single Sign-On: Where We Are, and Where We’re Going. 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. You have four ways to send or receive files: Preparer – Sending a File. DrakeEducation. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928Under the Two-Factor Authentication section, choose App. . 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. From the Products menu, select Drake Portals. Hard drive. SecureFilePro. From the selection window, choose the files you wish to download together in a batch and select Download. Account:After a taxpayer has set up their password for their Drake Portals account, they have the option to enable Two-Factor Authentication. . Custom subdomain – <yourbusinessname>. A song that uses Artificial Intelligence to clone the voices of Drake and The Weeknd has gone viral on social media. Our. Account Tab. com Referral Program - DIY Online Tax Preparation FAQs. 0. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. com Affiliates (OLF) Title. If you need assistance, you can contact Drake Support by phone, email, or chat. Loading; Loading the requested domain. . Send and receive instant messages through Messenger. 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. Set file expiration dates and customize default expiration dates. You have four ways to send or receive files: Preparer – Sending a File. Type your message in the text field, then click Send. If you want to configure MFA through an Authenticator App, you can do so using the Drake User Manager (see Related Links below). After a taxpayer has set up their password for their Drake Portals account, they have the option to enable Two-Factor Authentication. 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. Select the radio button Sign online via SecureFilePro. From the Products menu, select Drake Portals. The client will receive a notification email that a bill has been sent. To a first time user of the software, it can seem extremely complex. Drake E-Sign Online is integrated with Drake Tax and works along with Drake Portals SecureFilePro. Click the eSign button. 17730: 1040 - K1P Box 20 Code AG. 4 GB or more. Click the link SecureFilePro eSign Information. Settings are saved automatically. To access Guest Exchange, click on the icon in the SFP pane of Drake Documents. com subdomain: <yourbusinessname>. DrakePortals provides tax professionals a Drake Tax®-integrated, SecureFilePro. And that is where SecureFilePro from Drake Software is a critical technology for accounting and other financial services firms. Drake eSignature is integrated into SFP and allows your 1040 clients to review and sign tax documents on their mobile devices or computers. CPE Training x42. The speed you need – Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. At the top, click Create New Exchange. GruntWorxModified Date. 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. Clients and taxpayers that use Drake Portals are. Backup Online to SecureFilePro. Actual space requirements will vary based on the number of clients you serve. 11. 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. Check the pros & cons to see if the pricing plans are worth it. 1 month. See why professional preparers vote Drake #1 year after year. . Related Links. 1 month. 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. 1 month. 95 per month or $99. Modified Date. View the completed return and select the forms that should be included in the PDF for e-signing. Loading; Loading the requested domain. 890. Check Send to cloud storage. Clients and taxpayers that use Drake Portals are. ProConnect Tax Online: Best for QuickBooks Online ProAdvisors. It is web-based and works with most browsers and computers. 11. To send a message to your client, first check if they’re set up to use Drake Portals. Select the (F8) Edit Printer Settings tab. A phone app is available for taxpayers to use as well. 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. We would love to talk more about how Drake Portals and the SecureFilePro app can streamline tax season for you and your client base. Drake Portals on the SecureFileProTM domain provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. Additional space is available at $9. CONS. Guests can send and receive files without going through a portal. To send a message to your client, first check if they’re set up to use Drake Portals. 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. ScheduleA. 10671: Drake Tax - Software User's Manual. Modified Date. Cons: The biggest drawback for Drake is the esignature process through Drake Portals. Select the radio button Sign online via Drake Portals TM . 13 Broadcast - NEW! Drake Accounting® Classroom. 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. From the Products menu, select Drake Portals. It is web-based and works with most browsers and computers. 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. No SecureFilePro Found Message. There are two supported authentication code retrieval methods discussed below. Click Select to browse for the file (s) to be uploaded. Your site may be accessed anywhere the Internet is available. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. New 18313: 2023. The selected tab’s tree view is presented in the left-hand panel. 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 Drake Portals website, follow these steps: Click on your username and choose Account Settings. 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. Save the PDF of the return. drakesoftware. Make sure Manually Sync is. ScheduleE x34. Printer Windows GDI (Graphical Device Interface) or HP-compatible laser printer. Many options and can take time to learn navigation. 95 per month or $99. Select Rename Folder or Delete Folder from the. It is web-based and works with most browsers and computers. Second, sign with eSignature events. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. The Report Manager window opens. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. File View Returns View/Print Tax Returns - Enhanced View Sign Online via SecureFilePro Drake eSignature is integrated into SFP and allows your 1040 clients to review and sign. 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. Select your client and then click on the Messenger tab. View the completed return and select the pages that should be included in the eSignature PDF. SecureFilePro provides access to the SecureFilePro functions through the four SFP tabs: Files Tab; Connect Tab; Messenger Tab; Signatures Tab; Files Tab. 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. Guest Exchange. Click Add to upload additional files (optional). Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. Modified Date. Select your client and then click on the Messenger tab. Taxpayers can download the mobile app from the Google Play Store and the Apple App Store. 06. On the Guest Exchange window, choose Create Exchange. For help using Drake Portals, go to the Drake Software Knowledge Base and review articles in the Drake Software > Drake Portals - SecureFilePro category on the Browse tab, or search Drake Portals. Modified Date. 11727: 1040. 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 message to your client, first check if they’re set up to use Drake Portals. under the Guest Exchange and complete the displayed page. Browse to the graphic image you want to use, select the image file and click Open. To rename or delete the folder, select it in the Drake Portals pane and right click. 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. Username. Click the Bill button to send the bill amount to the taxpayer. 1 month. An email will be sent to verify your identity when you log in from a new device. Drake Portal Orders. Click Change Logo. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money. SecureFilePro is considered an add-on and is purchased separately from Drake Tax. 235 East Palmer Street. PROS. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. Loading; Loading the requested domain. 95 per month or $99. Download SecureFilePro and enjoy it on your iPhone, iPad, and iPod touch. Copy files to CD — Copy Drake Documents files directly to a CD. While Drake Portals is integrated with Drake Software as well as the Drake Documents, documents produced by other software. 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. cloud_upload Upload cloud_download DownloadPricing options. Comparisons. Select Options from the drop list. Learn the basics of Drake Software products with these short instructional videos. The preparer's e-signature is not applied via this process; it is only designed to gather the taxpayers' electronic signatures. 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. 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. View the status of e-Sign Events through Signatures. Type your message in the text field, then click Send. Preparer – Receiving a File. You can further increase the security of your account by using an authenticator app, such as Google Authenticator. View the status of e-Sign Events through Signatures. In Drake Tax, the option is available in the Backup and Restore dialog box. Choose Create under the Create Batch Drake Portals Clients section at the bottom of the window. Software Purchase Assistance – Purchase Drake Tax with $0 up-front. Select a category below or click. This process allows you to easily add signature fields to a PDF document of your choice/creation, and then send that PDF to a taxpayer for electronic signatures. Email. The client will: Navigate to your Drake Portals website and locate the Guest Exchange panel: Click Upload. 10139: Schedule D, Form 8949, GruntWorx Trades Import. See why professional preparers vote Drake #1 year after year. Drake runs quickly and covers our needs for tax preparation. Browse to the graphic image you want to use, select the image file and click Open. The Drake e-Sign Online process requires the purchase of e-Sign Events. 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. A single message is limited to 1000 characters, including spaces. 0. com. Account Tab. To manually sync records, complete the following: 1. Click Submit. It is web-based and works with most browsers and computers. SecureFilePro. Search for " SecureFilePro. Drake Portals - SecureFilePro. 11. Click the link SecureFilePro eSign Information. As a company, Drake Software was first marketed in 1977. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. Drake also. 2. More information is available on the Drake Portals page. Click Upload File (s). It also allows for hardware add-ons, such as a barcode scanner or signature pad. Expand Advanced Settings. Password. Drake Accounting Drake Portals (SecureFilePro) provides secure file exchange for your practice, so you and your client can exchange tax documents securely and conveniently. Don’t have an account? Upload or Download files here. 0: NEW Live Webinar with DrakeCPE New 15719: Email Setup - Google Two-Step Verification and App PasswordDrake Portal Orders. 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 Drake Portals Pane displays in the lower right. K1 x129. 13355: Federal Forms - Drake e-Sign (in-Person or Online) 1 year. Having a convenient list of commonly accessed tax information can make it easier to weather the hectic pace of filing season. Create an access code with either the last four of the client’s ID number or. It rapidly grew from a family tax practice into a national brand by providing tax professionals with. SecureFilePro. 4. 10523: Shipment Letter for Drake Software Release. From this section, the taxpayer will click on Pay and. Sign up for a SecureFilePro Account. Under the Two-Factor Authentication section, choose App. For example, choose Documents from Preparer.