Enter your Drake Portals Username and Password in the Drake Portals Pane, and then click Login. Bill a client through Payment. Quick, informative videos to learn all about Drake Software, including software setup, practice management tools, bank products, e-filing and many more topics. Shipping Address is the same as the Billing Address. Drake Tax cloud backup – You can now also use Drake Portals to back up your Drake Tax files. If they’re not set up, see Related Links below for instructions on client setup. Click Submit. New 15218: Installing Drake Accounting (DAS) New 16181: TX - Generating Texas Franchise Reports. Select settings: Verify the time. . New 18320: 2023. Sign up for a SecureFilePro Account. Click Change Logo. 11340: 706 - Estate Tax Returns FAQs. Drake offers desktop, web-based and hosted software types. 11665: 1065 - Entering Partner Capital Accounts. 18 Broadcast - Annual Filing Season Program, Earn Your Record of Completion for 2024. Go to Tools > File Maintenance > Backup. All documents in SecureFilePro are exchanged in PDF to prevent unauthorized changes on any document that is shared. You can also print to a real printer at this step if desired. 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. Save the PDF of the return. 26 Broadcast - Drake In Depth: Self-Employment and Rental Income - CPE Training New 18312: 2023. Related Links. After the PDF is printed, a dialog box displays the client's Drake Portals folders. 12511: Drake Software Status Page (Website) 2 months. com (also known as the Drake Software Support website or Drake Account), was migrated to the new single sign-on process. New 18313: 2023. To send a message to your client, first check if they’re set up to use Drake Portals. Solid-state (SSD) hard drives can enhance system performance. Upload from Drake Tax: Whenever you print to Drake Documents with the Drake PDF printer, select the. When they log in to their Drake Portals Account, they click on Payment on the left. 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 >. Drake allows users to store documents of any kind. New 17009: Update a Client From Prior Year (DAS21 and Future) New 14862: e-Filing Reject - IND-116-01. Drake Portals - SecureFilePro. 7. Most other software charges you extra for additional states. 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. Guests can send and receive files without going through a portal. Account:How long is the trial period? The free trial is 14 days from the date you sign up. K1 Entries. Client – Sending a File. Drake eSignature is integrated into SFP and allows your 1040 clients to review and sign tax documents on their mobile devices or computers. Client – Receiving a File. 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. 0. 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. 95 per year, per 25 GB. Browse to the graphic image you want to use, select the image file and click Open. Select settings: Verify the time. As a company, Drake Software was first marketed in 1977. Menu. Clearing this option applies to all documents you print with the Drake PDF printer. Password protect — Protect your clients’ documents. Drake Tax. . 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. Preparer – 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). 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. Direct Deposit Information - Update direct deposit info for your add-on fees and Bank Rewards (if you partner with a bank product provider). Modified Date. There are two supported authentication code retrieval methods discussed below. (“Drake Software”) Billing and Payment Policy for SecureFilePro™ All payments for SecureFilePro™ services are due before delivery of service. When using SFP eSign, remember: The SFP eSign process is different than using a Signature Pad to e-sign. 2023-08-14 V5. 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. Browse to the graphic image you want to use, select the image file and click Open. Password. . 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. Linking Drake & SecureFilePro Follow these instructions to link your copy of Drake Tax to your SecureFilePro portal account. From the Products menu, select Drake Portals. 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 >. It is web-based and works with most browsers and computers. . View the completed return and select the forms that should be included in the PDF for e-signing. Select the radio button Sign online via SecureFilePro. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. Pros: Drake is a very affordable tax preparation software that doesn't nickel and dime you for every feature. On the Guest Exchange window, choose Create Exchange. E-file Password - Manage your Drake e-filing password from within the Drake Support website. SecureFilePro provides access to the SecureFilePro functions through the four SFP tabs: Files Tab; Connect Tab; Messenger Tab; Signatures Tab; Files Tab. 1 month. Click Change Logo. Settings are saved automatically. Drake Portals (SecureFilePro) is a secure file exchange tool for tax professionals and their clients, as well as a payment solution and a card processing program. 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. Many options and can take time to learn navigation. And that is where SecureFilePro from Drake Software is a critical technology for accounting and other financial services firms. Cons: The biggest drawback for Drake is the esignature process through Drake Portals. If accessing your Drake Portals client documents via the Drake Portals Pane in Drake Documents, follow these steps:Backup Online to SecureFilePro. Upon completion of this webcast you will be able to: • Understand the benefits of using Drake Documents and SecureFilePro to streamline and secure workflowThe feature Add Signature Fields to Any Document is available for all Drake Portals customers. com, onlineefdb. Make sure Manually Sync is. 11. Click the link SecureFilePro eSign Information. New 16175: Drake Accounting Manual (DAS) 2 weeks. 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. "This app is only designed for taxpayers to login and use; not for the firm or tax preparers. Choose Create under the Create Batch Drake Portals Clients section at the bottom of the window. 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. 18 Broadcast - Annual Filing Season Program, Earn Your Record of Completion for 2024. . ScheduleA. 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. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. ". com), cloud. It rapidly grew from a family tax practice into a national brand by providing tax professionals with. Username. 11. 11. New 10983: Installing Drake Tax New 18321: 2023. Click Configure Automatic Backups. DrakeSoftware. com domain where you and your clients can exchange confidential tax documents safely and conveniently. 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. About this app. Under Email. To send a message to your client, first check if they’re set up to use Drake Portals. 5 years. com; Use custom ; Activation Link Expiration; Under Notifications. From the Products menu, select Drake Portals. 98 / 5 stars vs ProSeries Tax which has 152 reviews and a rating of 4. From the selection window, choose the files you wish to download together in a batch and select Download. 2 months. Every Drake Portals package, including the 14-day free. Learn the basics of Drake Software products with these short instructional videos. . 2 months. There are four tabs on the Drake Portals - SecureFilePro™ Guest Exchange. In Drake Tax, the option is available in the Backup and Restore dialog box. Click the Bill button to send the bill amount to the taxpayer. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. drakezero. com domain where you and your clients can exchange confidential tax documents safely and conveniently. 00 out of 5 stars, based on 11 ratings. Virtual Currency response field removed when importing Client Profile. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Receive email the first time. ". Object moved to here. DrakePortals provides tax professionals a Drake Tax®-integrated, SecureFilePro. See why professional preparers vote Drake #1 year after year. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. Preparer – Receiving a File. Comparisons. Fixed Asset Manager : Title: Modified DateOn the Files tab in the Drake Portals pane, select the destination folder. Password protect — Protect your clients’ documents. i use drake software & securefilepro hand in hand when signing documents online with clients, and needing a high security way to do it —- thumbs up for securefilepro —- the best product out there for signing & secure file transfer — user friendly. The responses also. Open Drake Documents and go to Settings > Clients tab > New Client (s) button. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. 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. Select the menu at the top right and choose Guest Exchange. SecureFilePro is a cloud-based service that allows you to exchange files with your clients securely and conveniently. 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. Download SecureFilePro and enjoy it on your iPhone, iPad and iPod touch. You can view and change these settings though the Drake Tax integration (continue below) or in the Drake Portals website (see Related Links). Because Drake Accounting is the hub of all payroll activity, those using Drake Accounting must accept or invoke this synchronization (or “sync”). If you do not have any eSignature Events available for use, the radio button will be grayed out. You can also use. Drake Portals - SecureFilePro. 7 months. Your site may be accessed anywhere the Internet is available. From the Products menu, select Drake Portals. Other videos from the same category Follow these. 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). 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. Upload from Drake Tax: Whenever you print to Drake Documents with the Drake PDF printer, select the Upload to Client's Portal (Upload to SecureFilePro TM in Drake19 and prior) option to upload the selected documents to the client's Drake Portals folder. Below are some of the things you can do within the Working Cabinet. 12109: Enterprise Office Manager (EOM) 2 years. Email Footer - Click edit to customize the text that appears at the bottom of all emails sent to clients from Drake Portals. Access all your Drake products and services with one login. In order to upload a new file to the Outgoing Files section, follow the steps below: Log into Drake Portals. New 18323: Multi-Site Account Maintenance. In Drake Tax, the option is available in the Backup and Restore dialog box. 3. Optional: Password protect. Guest Exchange. Browse to the graphic image you want to use, select the image file and click Open. New 18325: Save or Save and Apply All Button Grayed Out (DAS) New 18324: 2023. Set file expiration dates and customize default expiration dates. Enter a Name in the Name field. The client will: Navigate to your Drake Portals website and locate the Guest Exchange panel: Click Upload. An email will be sent to verify your identity when you log in from a new device. Log in to the Drake Software Support website. To send a message to your client, first check if they’re set up to use Drake Portals. More information is available on the Drake Portals page. Most other software charges you extra for additional states. 11. View the completed return and select the pages that should be included in the eSignature PDF. Custom branded with your company name, logo and a custom web address. Bill a client through Payment. SecureFilePro has a. 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. Javascript mus22t be enabled for the correct page displayDrake Software Blog Team - November 16, 2023. While Drake Portals is integrated with Drake Software as well as the Drake Documents, documents produced by other software. 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. com subdomain: <yourbusinessname>. 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. Select a category below or click. Drake Portal Orders. SecureFileProTM provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. 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. Javascript must be enabled for the correct page display• The 2013 Drake Software User’s Manual in electronic format. 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. com. 26 Broadcast - Drake In Depth: Self-Employment and Rental Income - CPE Training New 18312: 2023. Drag and drop file transfer from Drake Portals clients to Drake Documents. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Click the eSign button. 2 years. Email Footer - Click edit to customize the text that appears at the bottom of all emails sent to clients from Drake Portals. Click File Maintenance. From the Messenger tab of Drake Portals, you can:. Upload. Guest Exchange. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. If your account is terminated for failing to upgrade to a paid subscription, the subdomain you chose will be recycled. Drake provides the tools and support tax professionals need to build their businesses and attract new clients. Access SecureFilePro. Review. Cons: The biggest drawback for Drake is the esignature process through Drake Portals. SecureFilePro is considered an add-on and is purchased separately from Drake Tax. Other videos from the same category. 16381: Drake Portals - Employee and Client Settings. 10. DrakePortals provides tax professionals a Drake Tax®-integrated, SecureFilePro. (“Drake Software”) Billing and Payment Policy for SecureFilePro™ All payments for SecureFilePro™ services are due before delivery of service. Click Change Logo. 2 months. 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®. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. You can further increase the security of your account by using an authenticator app, such as Google Authenticator. Click Upload File (s). 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. 17624: Preparing for the Individual DeadlineSecureFilePro is a business app developed by Drake Software. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. In the New Exchange window, enter the following items: Recipient (s) Email Address. Documents can only be signed via Drake Portals if enough e-Sign Events have been purchased and are available. Compliments of Drake Software 828. "Sent From" Email. . On the Connect tab, enter the bill amount. 11507: Form 843 - Claim for Refund and Request for Abatement. Enter your Drake Portals Username and Password in the Drake Portals Pane, and then click Login. We would love to talk more about how Drake Portals and the SecureFilePro app can streamline tax season for you and your client base. Type your message in the text field, then click Send. 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. SecureFilePro has a. Firm Management. Expand Advanced Settings. Select the (F8) Edit Printer Settings tab. 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. Use default no-reply@securefilepro. If your account is terminated for failing to upgrade to a paid subscription, the subdomain you chose will be recycled. Click on your username and then select Guest Exchange. All users must purchase e-sign events in order to sign online. You can upload documents directly from Drake Tax to a secure portal and even send and receive messages instantly. The Drake User Account website, Support. Software Purchase Assistance – Purchase Drake Tax with $0 up-front. 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. 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. g. Don’t have an account? Upload or Download files here. The administrator can change this selection by clicking Edit. 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. K1 x129. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. The setup window opens: Click Enable Automatic Backup. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. “Single sign-on” allows users to sign in to multiple accounts with one set of credentials. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. Try it for free or choose from different plans and pricing options. It is web-based and works with most browsers and computers. The preparer's e-signature is not applied via this process; it is only designed to gather the taxpayers' electronic signatures. The client will receive a notification email that a bill has been sent. 95 per month or $99. 1 year. Drake Tax; Practice Management; Tax Packages; Hosting Solution; Web-based Solutions. Create an access code with either the last four of the client’s ID number or. With the move to a single-sign on model, your entire account is protected with multi-factor authentication by default. Click the eSign button. View the completed return and select the pages that should be included in the eSignature PDF. 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. On the Home window of Drake, select Setup > Printing > Printer Setup. The Drake User Account website, Support. Calculation results and full return view just a click away. 5 Stars. Calculation results and full return view just a click away. Type your message in the text field, then click Send. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. 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. Drag and drop file transfer from Drake Portals clients to Drake Documents. Backup Online to SecureFilePro. 45 / 5 stars. 17923: Drake Portals - SecureFilePro Mobile App for Taxpayers. On the Connect tab, enter the bill amount. Videos. 17730: 1040 - K1P Box 20 Code AG. 10139: Schedule D, Form 8949, GruntWorx Trades Import. Select the radio button Sign online via Drake Portals TM . For more information, see the Drake Portals page and Related. Account Tab. 0. The speed you need – Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. To use SFP eSign: First, purchase eSignature events. 11507: Form 843 - Claim for Refund and Request for Abatement. A confirmation dialog will ask if you would like to enable MFA. It is extremely slow and very difficult for users to use. Check Send to cloud storage. On the New Exchange window, complete the. com Referral Program - DIY Online Tax Preparation FAQs. Click Change Logo. . Follow the app specific steps to activate the app. The following items may prevent signatures from being uploaded or help you troubleshoot taxpayer failed signatures. Drake Software offers a comprehensive guide to using its portals service, which allows you to share files securely and efficiently with your clients. Click the link SecureFilePro eSign Information. See why professional preparers vote Drake #1 year after year. Select the radio button Sign online via SecureFilePro. Click Upload File (s). 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. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Automatic data flow from federal return to state and city returns, with override options. Click Configure Automatic Backups. For example, choose Documents from Preparer. Send an email to these Drake Software departments directly, or reach out to us using the contact info at the bottom of your screen. Hard drive. Compliments of Drake Software 828. 14454: State, AMT, and Book Depreciation Amounts Not Updating from Prior Year. Drake Portals is a web-based service that lets you create a secure website on the SecureFilePro. 524. It also allows for hardware add-ons, such as a barcode scanner or signature pad. See why professional preparers vote Drake #1 year after year. 06. Click on your username and then select Guest Exchange. Store your clients’ documents — Scanned documents and copies of your clients’ returns are stored in electronic folders. Loading; Loading the requested domain. File Download. If you need assistance, you can contact Drake Support by phone, email, or chat. Sign up for a SecureFilePro Account. Title: Classroom Training CPE Author: Drake Software Created Date:Thu Nov 16 2023 - 4:35:12 PM4. 11727: 1040. Drake Portals - SecureFilePro. 1 month. Drake E-Sign – Online. SecureFilePro. Additional space is available at $9. Set Number of Weeks to Keep. . 02 Broadcast - Catch our Drake Accounting® Classroom Training! CPE TrainingGuest Exchange. 10671: Drake Tax - Software User's Manual. Choose the client type from the drop list and then click Edit. Check the pros & cons to see if the pricing plans are worth it. When using SFP eSign, remember: The SFP eSign process is different than using a Signature Pad to e-sign. Popular Articles : Title: 13325: Return Due Dates and Deadlines. Automatic data flow from federal return to state and city returns, with override options. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. New 18313: 2023. Select the radio button Sign online via SecureFilePro. Among other things, the law can apply to non-EU companies who. The app will display a six-digit code. Choose from App Generation or Text Message Authentication below. On the Guest Exchange window, choose Create Exchange. In Drake Tax, the option is available in the Backup and Restore dialog box. To use SFP eSign: First, purchase eSignature events. SecureFilePro. 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. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. GruntWorxModified Date. New 18328: 2023. In order to upload a new file to the Outgoing Files section, follow the steps below: Log into Drake Portals. 14.