Learn the basics of Drake Software products with these short instructional videos. ScheduleA. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. We would love to talk more about how Drake Portals and the SecureFilePro app can streamline tax season for you and your client base. 11507: Form 843 - Claim for Refund and Request for Abatement. . Called Heart On My Sleeve, the track simulates. 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. To use SFP eSign: First, purchase eSignature events. 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. Lacerte: Best for complex returns, such as consolidations. Send a file to multiple recipients by entering multiple. Click Change Logo. Copy files to CD — Copy Drake Documents files directly to a CD. Set file expiration dates and customize default expiration dates. 1 year. The setup window opens: Click Enable Automatic Backup. 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 >. Enter your Drake Portals Username and Password in the Drake Portals Pane, and then click Login. Click Change Logo. " This. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. Modified Date. securefilepro. 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. Drake Tax from Drake Software is well-suited for small to mid-sized accounting firms that process both individual and business taxes. 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:. The Report Manager window opens. Having a convenient list of commonly accessed tax information can make it easier to weather the hectic pace of filing season. Modified Date. View the status of e-Sign Events through Signatures. 5 months. All files are stored as a PDF, so users must print to the included. The app will display a six-digit code. An email will be sent to verify your identity when you log in from a new device. cloud_upload Upload cloud_download DownloadFor information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. The client will: Navigate to your Drake Portals website and locate the Guest Exchange panel: Click Upload. Send an email to these Drake Software departments directly, or reach out to us using the contact info at the bottom of your screen. On the New Exchange window, complete the. Clients and taxpayers that use Drake Portals are. Learn how to access, manage, and customize your portals account, as well as troubleshoot common issues and questions. 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. Loading; Loading the requested domain. . Documents can only be signed via Drake Portals if enough e-Sign Events have been purchased and are available. Select your client and then click on the Messenger tab. From the Form 8879 bank account options drop list at the bottom left select the option you need. In order to upload a new file to the Outgoing Files section, follow the steps below: Log into Drake Portals. Taxpayers can download the mobile app from the Google Play Store and the Apple App Store. 12485: 709 - Move Amount from Schedule A Part I to Part III. Click Submit. Videos. Type your message in the text field, then click Send. 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®. 18 Broadcast - Annual Filing Season Program, Earn Your Record of Completion for 2024. Click the eSign button. SecureFilePro provides access to the SecureFilePro functions through the four SFP tabs: Files Tab; Connect Tab; Messenger Tab; Signatures Tab; Files Tab. Drake Software offers a comprehensive guide to using its portals service, which allows you to share files securely and efficiently with your clients. 5 years. Browse to the graphic image you want to use, select the image file and click Open. Select the menu at the top right and choose Guest Exchange. In Drake Accounting, make the client you want to sync to Portals the active client. Log in to Drake Portals. 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. • The portal provides you with a secure way to exchange confidential. 0: NEW Live Webinar with DrakeCPE New 15719: Email Setup - Google Two-Step Verification and App PasswordDrake Portal Orders. 98 / 5 stars vs ProSeries Tax which has 152 reviews and a rating of 4. Taxpayers can download the mobile app from the Google Play Store and the Apple App Store. Expand Advanced Settings. Title: Classroom Training CPE Author: Drake Software Created Date:Thu Nov 16 2023 - 4:35:12 PM4. Search for " SecureFilePro. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. K1 Entries. Direct transfer of images or documents captured on the Drake Portals client’s mobile device. Click Print. Drag and drop file transfer from Drake Portals clients to Drake Documents. The APK has been available since December 2022. 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. Included in Drake Portals. Javascript must be enabled for the correct page displayProcessor. Click the Bill button to send the bill amount to the taxpayer. 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. 524. You can further increase the. SecureFilePro. On the New Exchange window, complete the. View the completed return and select the pages that should be included in the eSignature PDF. Drake Tax cloud backup – You can now also use Drake Portals to back up your Drake Tax files. Account Tab. Notifications. 11574: Online Filing (OLF) Help for Taxpayers. Resources - Download Drake Tax, Drake Accounting, and conversion software; order supplemental resources and Drake-compatible supplies; look up federal and state facts; access the Drake Broadcast Center; learn about SecureFilePro; participate in forums; and find answers to your questions in the Drake Knowledge Base. Drake Tax. Open Drake Documents and go to Settings > Clients tab > New Client (s) button. Click on your username and then select Guest Exchange. When using SFP eSign, remember: The SFP eSign process is different than using a Signature Pad to e-sign. 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. Access SecureFilePro. 03 / 5 stars. Guest Exchange. . 06. The Uniform Resource Locators (URLs) of all Web sites from which the Provider collects information from taxpayers, either directly or through third parties, for electronic filing of federal returns. Click on your username and then select Guest Exchange. cloud_upload Upload cloud_download DownloadFor information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. ProConnect Tax Online: Best for QuickBooks Online ProAdvisors. Sending organizers is easier than ever, thanks to Drake Software’s SecureFilePro option, and Drake Tax produces professional letters with just a couple mouse clicks. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Drake eSignature is integrated into SFP and allows your 1040 clients to review and sign tax documents on their mobile devices or computers. Select the relevant report such as Client List (All Clients). Under the From Preparer section, click the Upload icon. SecureFileProTM provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. If you need assistance, you can contact Drake Support by phone, email, or chat. To use SFP eSign: First, purchase eSignature events. 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. 10. Loading; Loading the requested domain. New 18323: Multi-Site Account Maintenance. drakezero. New 18313: 2023. The developer, Drake Software Mobile, indicated that the app’s privacy practices may include handling of data as described below. 95 per year, per 25 GB. While Drake Portals is integrated with Drake Software as well as the Drake Documents, documents produced by other software. Some features, such as Drake e-Sign Online, are only available for use by Drake Tax customers. 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. Click the eSign button. 11507: Form 843 - Claim for Refund and Request for Abatement. As a company, Drake Software was first marketed in 1977. Access all your Drake products and services with one login. Drake Tax. Drake allows users to store documents of any kind. com Domain Personalize your portal real estate for easy client recognition by choosing a unique SecureFilePro. Click the link SecureFilePro eSign Information. Click Change Logo. 11592: 1120S - M-2 versus Retained Earnings. Enter the New folder name and click OK. 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. There are lots of video tutorials and an nice set of help. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. "This app is only designed for taxpayers to login and use; not for the firm or tax preparers. When the free trial period expires, you will have 30 days to upgrade to a paid subscription before your account is terminated. You can delete an individual client through the Drake Portals website. Don’t have an account? Upload or Download files here. Linking Drake & SecureFilePro Follow these instructions to link your copy of Drake Tax to your SecureFilePro portal account. . Direct transfer of images or documents captured on the Drake Portals client’s mobile device. View the completed return and select the forms that should be included in the PDF for e-signing. Drag and drop file transfer from Drake Portals clients to Drake Documents. 2 months. Learn the basics of Drake Software products with these short instructional videos. To send a message to your client, first check if they’re set up to use Drake Portals. Create an access code with either the last four of the client’s ID number or. Free with Drake Tax, Drake Documents is an electronic filing cabinet for client tax documents, records and returns. 12511: Drake Software Status Page (Website) 2 months. New 18320: 2023. As a company, Drake Software was first marketed in 1977. 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. SecureFilePro provides secure, off-site document storage and file transfer, so customers can remotely send, receive, and sign important. Click the link eSign Information. Drake runs quickly and covers our needs for tax preparation. 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. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. To a first time user of the software, it can seem extremely complex. 2 years. 4 GB or more. A single message is limited to 1000 characters, including spaces. It is web-based and works with most browsers and computers. Select Rename Folder or Delete Folder from the. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. Search for " SecureFilePro. SFP clients can send SecureFilePro domain name change requests from Drake Portals Settings in Drake Documents. Drake Documents is part of Drake Tax, and is well suited for small to mid-sized accounting firms that currently use other Drake Software. Receive email the first time. Client – Receiving a File. 14315: Organizers - New Client Blank Fillable Organizer. The administrator can change this selection by clicking Edit. You can view and change these settings though the Drake Tax integration (continue below) or in the Drake Portals website (see Related Links). The feature Add Signature Fields to Any Document is available for all Drake Portals customers. 11507: Form 843 - Claim for Refund and Request for Abatement. 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. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. The deadline to comply with GDPR was May 25, 2018. Drake eSignature is integrated into SFP and allows your 1040 clients to review and sign tax documents on their mobile devices or computers. Many options and can take time to learn navigation. Click Manual code to set up the app with a code. Aside from locally installed software, a Drake product requiring an Internet connection also won its category. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. Under the Two-Factor Authentication section, choose App. 16381: Drake Portals - Employee and Client Settings. 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 learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. Pros: Drake is a very affordable tax preparation software that doesn't nickel and dime you for every feature. 12109: Enterprise Office Manager (EOM) 2 years. Browse to the graphic image you want to use, select the image file and click Open. An email will be sent to verify your identity when you log in from a new device. Modified Date. 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. Click 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 Portals - SecureFilePro. Select the radio button Sign online via SecureFilePro. Seamless integration with Drake Tax Software. Browse to the graphic image you want to use, select the image file and click Open. 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. A phone app is available for taxpayers to use as well. On the Home page, expand the Clients section. Learn the basics of Drake Software products with these short instructional videos. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. You can view and change these settings though the Drake Tax integration (continue below) or in the Drake Portals website (see Related Links). The following items may prevent signatures from being uploaded or help you troubleshoot taxpayer failed signatures. com. Select the radio button Sign online via SecureFilePro. 1 month. Settings are saved automatically. The Drake User Account website, Support. Drake Portal Orders Sign up for a SecureFilePro Account 2023-11-09 V5. 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). To send a message to your client, first check if they’re set up to use Drake Portals. It's rated 4. You have four ways to send or receive files: Preparer – Sending a File. . 95 per year, per 25 GB. Click Change Logo. 13 Broadcast - NEW! Drake Accounting® Classroom. 11. SecureFileProTM provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. To send a message to your client, first check if they’re set up to use Drake Portals. A single message is limited to 1000 characters, including spaces. 10088: 1040 - K1 Code Data Entry. Serial Numbers - Access your current and prior. Object Moved. Title. 1 month. It is web-based and works with most browsers and computers. Drake Portals is a web-based service that lets you create a secure website on the SecureFilePro. SecureFilePro has a. Upload from Drake Tax: Whenever you print to Drake Documents with the Drake PDF printer, select the. Drake provides the tools and support tax professionals need to build their businesses and attract new clients. Select Options from the drop list. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. A song that uses Artificial Intelligence to clone the voices of Drake and The Weeknd has gone viral on social media. Select the radio button Sign online via SecureFilePro. Preparer – Receiving a File. K1 x129. Select the menu at the top right and choose Guest Exchange. 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. If you need assistance renewing Drake Tax, please call our Accounting team at (828) 349-5900. The app will display a six-digit code. 7. Yes, SecureFilePro TM now has a mobile app. k. Click Add to upload additional files (optional). Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928Ryan Norton Friday, October 07, 2022. New 18313: 2023. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. ProSeries Professional: Best overall professional tax preparation software. 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. Search for "SecureFilePro. 8020 > DrakeSoftware. 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. 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. 12109: Enterprise Office Manager (EOM) 2 years. 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 >. 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. Type your message in the text field, then click Send. Select Rename Folder or Delete Folder from the. It's currently not in the top ranks. Drake Tax offers two platforms: A desktop version and a web-hosted version called Drake Tax in the Cloud. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. . Bill a client through Payment. From the Products menu, select Drake Portals. See why professional preparers vote Drake #1 year after year. The app will display a six-digit code. ScheduleE x34. Software Purchase Assistance – Purchase Drake Tax with $0 up-front. Comparisons. Client – Sending a File. com (also known as the Drake Software Support website or Drake Account), was migrated to the new single sign-on process. Password protect — Protect your clients’ documents. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. 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 >. Select your client and then click on the Messenger tab. Drake Portals is a web-based service that lets you create a secure website on the SecureFilePro. 5 months. Other videos from the same category Follow these instructions to link your copy of Drake Tax to your SecureFilePro portal account. Client – Sending a File. 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. Enterprise Office Manager. New 18320: 2023. 26 Broadcast - Drake In Depth: Self-Employment and Rental Income - CPE Training New 18312: 2023. Technology. The Drake e-Sign Online process requires the purchase of e-Sign Events. While tax clients have always been able to access the web-based client portal from a browser, they can now download the SecureFilePro. Click on your username and then select Guest Exchange. 11. About this app. 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. Drake Tax has 89 reviews and a rating of 3. If they’re not set up, see Related Links below for instructions on client setup. The preparer's e-signature is not applied via this process; it is only designed to gather the taxpayers' electronic signatures. 11340: 706 - Estate Tax Returns FAQs. Browse to the graphic image you want to use, select the image file and click Open. On the Guest Exchange window, choose Create Exchange. A single message is limited to 1000 characters, including spaces. For example, choose Documents from Preparer. 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. 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 learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. DrakePortals provides tax professionals a Drake Tax®-integrated, SecureFilePro. PROS. To rename or delete the folder, select it in the Drake Portals pane and right click. 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. Marketing Pro – Manage your business and your marketing from one digital platform. This document may be found here. Drake E-Sign – Online. Click Upload File (s). 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 the link SecureFilePro eSign Information. The Drake e-Sign Online process requires the purchase of e-Sign Events. 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. The following items may prevent signatures from being uploaded or help you troubleshoot taxpayer failed signatures. Click the link SecureFilePro eSign Information. 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. 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). Browse to the graphic image you want to use, select the image file and click Open. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Sales: (800) 890-9500 Sign In. 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 Tax will now allow Form 4562 imports, and the new optional multi-factor authentication can help tax professionals better secure their accounts. When using SFP eSign, remember: The SFP eSign process is different than using a Signature Pad to e-sign. 26 Broadcast - Drake In Depth: Self-Employment and Rental Income - CPE Training New 18312: 2023. Sign up for a SecureFilePro Account. Your site may be accessed anywhere the Internet is available. 03 / 5 stars. Drake Software offers a comprehensive guide to using its portals service, which allows you to share files securely and efficiently with your clients. 4. On the Connect tab, enter the bill amount. Account Tab. If you do not have any e-Sign Events available for use, the radio button will be grayed out. 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 rename or delete the folder, select it in the Drake Portals pane and right click. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928Under the Two-Factor Authentication section, choose App. Monitor. 2 months: 15028: Organizers - Custom PagesLoading; Loading the requested domain. Access all your Drake products and services with one login. Click the link SecureFilePro eSign Information. 2 months. If they’re not set up, see Related Links below for instructions on client setup. Click File Maintenance. Second, sign with eSignature events. 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. It rapidly grew from a family tax practice into a national brand by providing tax professionals with. Select the relevant report such as Client List (All Clients). E-file Password - Manage your Drake e-filing password from within the Drake Support website. Skip to main content Site Map. Click here for more information. Click Print.