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. ScheduleC x39. The Drake Portals Pane displays in the lower right. 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. With a signature pad, you can let clients use a digital signature quickly on each. 890. Create an access code with either the last four of the client’s ID number or. New 17009: Update a Client From Prior Year (DAS21 and Future) New 14862: e-Filing Reject - IND-116-01. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. 14454: State, AMT, and Book Depreciation Amounts Not Updating from Prior Year. More information is available on the Drake Portals page. 2019 Rating – 4. The upload screen is displayed: Complete all informational fields as needed. Printer Windows GDI (Graphical Device Interface) or HP-compatible laser printer. Drake Accounting Drake Portals (SecureFilePro) provides secure file exchange for your practice, so you and your client can exchange tax documents securely and conveniently. An email will be sent to verify your identity when you log in from a new device. 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. 1 month. 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. How long is the trial period? The free trial is 14 days from the date you sign up. com, onlineefdb. 1 year. 95 per month or $99. It greatly reduces paper handling and storage needs for paper documents. Open Drake Documents and go to Settings > Clients tab > New Client (s) button. 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). See why professional preparers vote Drake #1 year after year. 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. com [email protected] speed you need – Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. Drake Tax will now allow Form 4562 imports, and the new optional multi-factor authentication can help tax professionals better secure their accounts. Account Tab. If you need assistance renewing Drake Tax, please call our Accounting team at (828) 349-5900. Browse to the graphic image you want to use, select the image file and click Open. Firm Management. Cons: The biggest drawback for Drake is the esignature process through Drake Portals. You can also print to a real printer at this step if desired. 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. Eventually, all Drake users will have only. Enterprise Office Manager. You can also use Drake Portals to back up your Drake Tax and Drake Documents files to the cloud. Send an email to these Drake Software departments directly, or reach out to us using the contact info at the bottom of your screen. Choose Create under the Create Batch Drake Portals Clients section at the bottom of the window. To a first time user of the software, it can seem extremely complex. 2 months. Drake Portal Orders. There are four tabs on the Drake Portals - SecureFilePro™ Guest Exchange. 02 Broadcast - Catch our Drake Accounting® Classroom Training! CPE TrainingTo give a firm’s employees access to SecureFilePro, create employee accounts. 2 months. Enter the New folder name and click OK. The software verifies individuals are at least 18 years old prior to uploading signable documents to Drake Portals. 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. Taxpayers can download the mobile app from the Google Play Store and the Apple App Store. Sign InSelect File > View; the "EF Selector" dialog opens. SECUREFILEPRO SecureFileProTM, an HTTPS file-sharing site, allows you to send and receive documents on your own secure WebFrom the Messenger tab of Drake Portals, you can:. (Requires a Drake Portals (SecureFilePro) account, plus additional fee for e. com. 2023-08-14 V5. Title: Classroom Training CPE Author: Drake Software Created Date:Thu Nov 16 2023 - 4:35:12 PM4. Drake Tax offers two platforms: A desktop version and a web-hosted version called Drake Tax in the Cloud. Drake runs quickly and covers our needs for tax preparation. Javascript mus22t be enabled for the correct page displayDrake Software Blog Team - November 16, 2023. Marketing Pro – Manage your business and your marketing from one digital platform. Save the PDF of the return. Drake runs quickly and covers our needs for tax preparation. Send and receive instant messages through Messenger. DrakeEducation. At the top, click Create New Exchange. 6. New 18313: 2023. 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. Comparisons. Drake Tax. More information is available on the Drake Portals page. 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. Having a convenient list of commonly accessed tax information can make it easier to weather the hectic pace of filing season. Among other things, the law can apply to non-EU companies who. com (also known as the Drake Software Support website or Drake Account), was migrated to the new single sign-on process. 1 year. Popular Tags. If you do not have any eSignature Events available for use, the radio button will be grayed out. If they’re not set up, see Related Links below for instructions on client setup. We would love to talk more about how Drake Portals and the SecureFilePro app can streamline tax season for you and your client base. Enter a Name in the Name field. Pricing options. 1 year. New 10983: Installing Drake Tax New 18321: 2023. There are two supported authentication code retrieval methods discussed below. Many options and can take time to learn navigation. CONS. This 2023 Drake tax software review looks at the features that make up this accounting software. Simply select . Drake's cloud software also offers high levels of security and quick deployment since it is deployed over the internet. In order to upload a new file to the Outgoing Files section, follow the steps below: Log into Drake Portals. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928 Under the Two-Factor Authentication section, choose App. Choose from App Generation or Text Message Authentication below. Drag and drop file transfer from Drake Portals clients to Drake Documents. sk8monroe , 04/11/2023. Enter a memo note, if desired. Fixed Asset Manager : Title: Modified DateOn the Files tab in the Drake Portals pane, select the destination folder. It is web-based and works with most browsers and computers. From the Products menu, select Drake Portals. GruntWorxDrake Software Support - Single Sign On. Select settings: Verify the time. Create, organize and find documents, without ever needing a paper copy. Drake provides the tools and support tax professionals need to build their businesses and attract new clients. Enter a Name in the Name field. Client – Receiving a File. Preparer – Receiving a File. 890. 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. This setting is found in Drake Documents > Setup > SFP Settings > Employees tab. Every Drake Portals package, including the 14-day free. Drake Portals - SecureFilePro. 15626: EU General Data Protection Regulation Law - Drake Portals and Drake Websites. 17730: 1040 - K1P Box 20 Code AG. SecureFilePro. See KB 10436 or details. Check Send to cloud storage. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. Most other software charges you extra for additional states. All documents in SecureFilePro are exchanged in PDF to prevent unauthorized changes on any document that is shared. PROS. Offsite Backup Back up your critical client data files to a secure server using the integrated Drake Portals backup option in Drake Tax. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. Learn how to access, manage, and customize your portals account, as well as troubleshoot common issues and questions. The APK has been available since December 2022. This will load the client creation window. If accessing your Drake Portals client documents via the Drake Portals Pane in Drake Documents, follow these steps:Backup Online to SecureFilePro. 2 years. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. Read reviews, compare customer ratings, see screenshots and learn more about SecureFilePro. There are lots of video tutorials and an nice set of help. Client – Receiving a File. ". Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money. 03 / 5 stars. Click here for more information. . ProSeries Professional: Best overall professional tax preparation software. In order to upload a new file to the Outgoing Files section, follow the steps below: Log into Drake Portals. If you do not have any eSignature Events available for use, the radio button will be grayed out. Click the eSign button. Click the eSign button. View the completed return and select the pages that should be included in the eSignature PDF. Click Change Logo. To download a file, open Drake Documents and locate the client in the left tree menu. The following items may prevent signatures from being uploaded or help you troubleshoot taxpayer failed signatures. . An email will be sent to verify your identity when you log in from a new device. Right-click and select Create New Folder. . Menu. SecureFilePro is a service of Drake Software, a professional tax and accounting software provider that we've used for years to securely prepare and e-file your returns. . When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. drakesoftware. Notifications. Guest Exchange. Password protect — Protect your clients’ documents. Backup Online to SecureFilePro. K1 Entries. Under Email. For more information, see the Drake Portals page and Related. To rename or delete the folder, select it in the Drake Portals pane and right click. 10. 95 per month or $99. Other videos from the same category Follow these. SFP clients can send SecureFilePro domain name change requests from Drake Portals Settings in Drake Documents. Enter your Drake Portals Username and Password in the Drake Portals Pane, and then click Login. Drake allows users to store documents of any kind. Drake eSignature is integrated into SFP and allows your 1040 clients to review and sign tax documents on their mobile devices or computers. Modified Date. 03 Broadcast - SECURE Act 2. cloud_upload Upload cloud_download DownloadPricing options. Access all your Drake products and services with one login. File Download. New 16175: Drake Accounting Manual (DAS) 2 weeks. Notifications. It is web-based and works with most browsers and computers. Other videos from the same category Follow these instructions to link your copy of Drake Tax to your SecureFilePro portal account. Documents can only be signed via Drake Portals if enough e-Sign Events have been purchased and are available. You can view and change these settings though the Drake Tax integration (continue below) or in the Drake Portals website (see Related Links). CONS. It is extremely slow and very difficult for users to use. SecureFilePro is a business app developed by Drake Software. com. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. . Shipping Address is the same as the Billing Address. 17694: Schedule K1 - Box 21 (Drake21) 2 months. 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. SecureFilePro. 06. When using SFP eSign, remember: The SFP eSign process is different than using a Signature Pad to e-sign. It's rated 4. 12109: Enterprise Office Manager (EOM) 2 years. The Drake Portals Guest Exchange allows you to securely share files with anyone who does not have a Drake Portals account. The Preparer site is used to manage your Drake Portals account, access secure document exchange and other interactive functions as well as portal site settings, client. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928Ryan Norton Friday, October 07, 2022. Send a file to multiple recipients by entering multiple. 15626: EU General Data Protection Regulation Law - Drake Portals and Drake Websites. There are four tabs on the SecureFilePro Guest Exchange window. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Click Change Logo. On the New Exchange window, complete the. Drake Software Support - Single Sign On. At the top, click Create New Exchange. 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. Preparer – Receiving a File. From the Products menu, select Drake Portals. 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. Loading; Loading the requested domain. You can send the customer documents via Drake Portals (SecureFilePro), and the customer can sign them on their mobile device or computer. Receive email the first time. 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. The administrator can change this selection by clicking Edit. SecureFilePro provides access to the SecureFilePro functions through the four SFP tabs: Files Tab; Connect Tab; Messenger Tab; Signatures Tab; Files Tab. Free with Drake Tax, Drake Documents is an electronic filing cabinet for client tax documents, records and returns. W2 x103. Try it for free or choose from different plans and pricing options. 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. Drake Accounting is a ground-up rebuild of Drake Software's Accounting/Payroll application using the latest in computer technology. Javascript must be enabled for the correct page display• The 2013 Drake Software User’s Manual in electronic format. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. There are two supported authentication code retrieval methods discussed below. Download SecureFilePro and enjoy it on your iPhone, iPad, and iPod touch. 10671: Drake Tax - Software User's Manual. Click here for more information. . Skip to main content Site Map. A song that uses Artificial Intelligence to clone the voices of Drake and The Weeknd has gone viral on social media. 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 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. If they’re not set up, see Related Links below for instructions on client setup. The following items may prevent signatures from being uploaded or help you troubleshoot taxpayer failed signatures. From the Form 8879 bank account options drop list at the bottom left select the option you need. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money. com Referral Program - DIY Online Tax Preparation FAQs. 14315: Organizers - New Client Blank Fillable Organizer. Use Logo on Emails "Sent From" Email. Copy files to CD — Copy Drake Documents files directly to a CD. In Drake Tax, the option is available in the Backup and Restore dialog box. com. It rapidly grew from a family tax practice into a national brand by providing tax professionals with. And that is where SecureFilePro from Drake Software is a critical technology for accounting and other financial services firms. internet access (e. 16381: Drake Portals - Employee and Client Settings. For example, choose Documents from Preparer. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. Click the eSign button. There are four tabs on the SecureFilePro Guest Exchange window. Enter the New folder name and click OK. There are two supported authentication code retrieval methods discussed below. com (also known as the Drake Software Support website or Drake Account), was migrated to the new single sign-on process. 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. com. Select the radio button Sign online via SecureFilePro. “Single sign-on” allows users to sign in to multiple accounts with one set of credentials. Clients and taxpayers that use Drake Portals are. From the selection window, choose the files you wish to download together in a batch and select Download. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-99282017 Rating – 4. To offer your customers the ability to sign documents remotely, check out Drake E-Sign – Online. 26 Broadcast - Drake In Depth: Self-Employment and Rental Income - CPE Training New 18312: 2023. Make sure Manually Sync is. 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. Drake Tax offers several tax package. SecureFileProTM provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. Modified Date. 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 >. 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. Click Manual code to set up the app with a code. ). Modified Date. All documents in SecureFilePro are exchanged in PDF to prevent unauthorized changes on any document that is shared. You have four ways to send or receive files: Preparer – Sending a File. Optional: Password protect. 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. When the free trial period expires, you will have 30 days to upgrade to a paid subscription before your account is terminated. 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. K1 x129. Send a file to multiple recipients by entering multiple. About this app. . 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. Once the two-factor authentication has been enabled, the taxpayer. 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. Click File Maintenance. Type your message in the text field, then click Send. To make life a little easier for you, we produce a desk reference guide containing items ranging from due diligence requirements to MACRS recovery periods every year. New 16175: Drake Accounting Manual (DAS) 2 weeks. Drag and drop file transfer from Drake Portals clients to Drake Documents. 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. Drake Software requires a third party email account from an online provider to send email to any address other than DrakeSoftware. com Domain Personalize your portal real estate for easy client recognition by choosing a unique SecureFilePro. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. 12511: Drake Software Status Page (Website) 2 months. Custom branded with your company name, logo and a custom web address. If your account is terminated for failing to upgrade to a paid subscription, the subdomain you chose will be recycled. DrakeSoftware. The app will display a six-digit code. Drake Software | 800. Select return (s) to view and click View. To rename or delete the folder, select it in the Drake Portals pane and right click. 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. In the Drake Portals pane, click on the Files tab and open the folderDocuments to Preparer. Click Configure Automatic Backups. 2 months. Firm Management. To send a message to your client, first check if they’re set up to use Drake Portals. 02 Broadcast - Catch our Drake Accounting® Classroom Training! CPE TrainingDrake Software | 800. Comparisons. Click Change Logo. 8020 > DrakeSoftware. Definition and Software Setup. Expand Advanced Settings. If you do not have any eSignature Events available for use, the radio button will be grayed out. Yes, SecureFilePro TM now has a mobile app. 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. An email will be sent to verify your identity when you log in from a new device. Open Drake Documents and go to Settings > Clients tab > New Client (s) button. Called Heart On My Sleeve, the track simulates. Drake Tax vs MyTAXPrepOffice. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. The preparer's e-signature is not applied via this process; it is only designed to gather the taxpayers' electronic signatures. Client – Sending a File. You can upload documents directly from Drake Tax to a secure portal and even send and receive messages instantly. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Browse to the graphic image you want to use, select the image file and click Open. 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. Select your client and then click on the Messenger tab. If you do not have any eSignature Events available for use, the radio button will be grayed out. 1 month. Object moved to here. If you need assistance, you can contact Drake Support by phone, email, or chat. Don’t have an account? Upload or Download files here. SecureFilePro. Modified Date. Click the link SecureFilePro eSign Information. A single message is limited to 1000 characters, including spaces. Shortcut keys and macros simplify data entry and reduce keystrokes. Automatic data flow from federal return to state and city returns, with override options. Set Number of Weeks to Keep. Under Email. The responses also. 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. As a company, Drake Software was first marketed in 1977. Automatic data flow from federal return to state and city returns, with override options. There are lots of video tutorials and an nice set of help. Client – Sending a File. Drake Tax has 89 reviews and a rating of 3. Select your client and then click on the Messenger tab. If you are a Drake Software customer, you can access your. On the Files tab in the Drake Portals pane, select the destination folder. . On the Drake Portals website, follow these steps: Click on your username and choose Account Settings.