Guest Exchange. 26 Broadcast - Drake In Depth: Self-Employment and Rental Income - CPE Training New 18312: 2023. All files are stored as a PDF, so users must print to the included. Right-click and select Create New Folder. Drake Single Sign-On: Where We Are, and Where We’re Going. Store your clients’ documents — Scanned documents and copies of your clients’ returns are stored in electronic folders. Shipping Address * Shipping Address (cont. com MACRS Recovery PeriodHow 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. View the completed return and select the forms that should be included in the PDF for e-signing. . The preparer's e-signature is not applied via this process; it is only designed to gather the taxpayers' electronic signatures. This will load the client creation window. Select Clients from the Delete all files in drop list. 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. Account:How long is the trial period? The free trial is 14 days from the date you sign up. Drake allows users to store documents of any kind. 1 month. (“Drake Software”) Billing and Payment Policy for SecureFilePro™ All payments for SecureFilePro™ services are due before delivery of service. On the Guest Exchange window, choose Create Exchange. 14 Are you a current Drake Software customer? Sign in to my account I'm not a current Drake customerConnecting Read reviews, compare customer ratings, see screenshots, and learn more about SecureFilePro. Sign up for a SecureFilePro Account. 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. Read reviews, compare customer ratings, see screenshots and learn more about SecureFilePro. Click Print. Under Email. As a company, Drake Software was first marketed in 1977. 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. Click Change Logo. If your tabs are limited, your account type may be Preparer instead of Admin inside the Employee setup in Drake Portals (not Setup > Preparers in Drake Tax). 00 out of 5 stars, based on 11 ratings. 15844: Hide Return Notes. The General Data Protection Regulation (GDPR), a regulation in European Union (EU) law, is a new set of rules that changes the way personal data of individuals inside the European Economic Area (EEA) can be collected and processed. Loading; Loading the requested domain. On the Connect tab, enter the bill amount. 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. Pros: Drake is a very affordable tax preparation software that doesn't nickel and dime you for every feature. 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. To rename or delete the folder, select it in the Drake Portals pane and right click. The selected tab’s tree view is presented in the left-hand panel. Drake Tax from Drake Software is well-suited for small to mid-sized accounting firms that process both individual and business taxes. Seamless integration with Drake Tax Software. Documents can only be signed via Drake Portals if enough e-Sign Events have been purchased and are available. Calculation results and full return view just a click away. SFP clients can send SecureFilePro domain name change requests from Drake Portals Settings in Drake Documents. 2. 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. com), cloud. " "If there is a problem that arises they fix it asap. Pricing options. 1 month. 17694: Schedule K1 - Box 21 (Drake21) 2 months. com; Seamless integration with Drake Tax Software; Set file expiration dates and customize default expiration dates; Customize emails to customers, including logos, text and footer; Guests can send and receive files without going through a portalDrake Software | 800. How long is the trial period? The free trial is 14 days from the date you sign up. 1 month. More information is available on the Drake Portals page. Taxpayers can download the mobile app from the Google Play Store and the Apple App Store. g. . PROS. 11391: 709 - Gift Tax Return Overview. 10088: 1040 - K1 Code Data Entry. drakezero. It's rated 4. Select settings: Verify the time. 5. Calculation results and full return view just a click away. " This app is only designed for taxpayers to login and use; not for the firm or tax preparers. DrakeEducation. 10. Recover PasswordIn order to upload a new file to the Outgoing Files section, follow the steps below: Log into Drake Portals. Automatic data flow from federal return to state and city returns, with override options. On the Home page, expand the Clients section. Receive email the first time. 890. The responses also. Object moved to here. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. 524. Select Rename Folder or Delete Folder from the. Flexible storage – Drake Portals comes with 5 GB of file transfer space for all plans. 10523: Shipment Letter for Drake Software Release. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Drake Tax offers two platforms: A desktop version and a web-hosted version called Drake Tax in the Cloud. 1 month. To rename or delete the folder, select it in the Drake Portals pane and right click. 14454: State, AMT, and Book Depreciation Amounts Not Updating from Prior Year. Home; Products. The app will display a six-digit code. 16381: Drake Portals - Employee and Client Settings. (“Drake Software”) Billing and Payment Policy for SecureFilePro™ All payments for SecureFilePro™ services are due before delivery of service. No SecureFilePro Found Message. Clients and taxpayers that use Drake Portals are. Guests can send and receive files without going through a portal. The upload screen is displayed: Complete all informational fields as needed. Drake E-Sign Online is integrated with Drake Tax and works along with Drake Portals SecureFilePro. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. as those in Drake Tax. 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. 2 months. "Drake's securefilepro is a disaster. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. Drake Tax has 89 reviews and a rating of 3. Select your client and then click on the Messenger tab. Select the Form & Schedule Options tab. Try it for free or choose from different plans and pricing options. SecureFilePro provides access to the SecureFilePro functions through the four SFP tabs: Files Tab; Connect Tab; Messenger Tab; Signatures Tab; Files Tab. Log in to the Drake Software Support website. 11. View the completed return and select the pages that should be included in the eSignature PDF. New 16175: Drake Accounting Manual (DAS) New 15170: 1040 - Printing a Bank Check. Click Submit. 1 year. There are four tabs on the Drake Portals - SecureFilePro™ Guest Exchange. . Drake Accounting Drake Portals (SecureFilePro) provides secure file exchange for your practice, so you and your client can exchange tax documents securely and conveniently. The app will display a six-digit code. Bill a client through Payment. 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. PROS. Copy files to CD — Copy Drake Documents files directly to a CD. Additional space is available at $9. 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. 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. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money. 1 year. See why professional preparers vote Drake #1 year after year. Bill a client through Payment. 12109: Enterprise Office Manager (EOM) 2 years. 03 Broadcast - SECURE Act 2. 4. Enter the New folder name and click OK. Use default no-reply@securefilepro. 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. Choose the client type from the drop list and then click Edit. 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. Drake Portals - Firm/Preparer Multi-Factor Authentication (MFA) 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. Custom subdomain – <yourbusinessname>. 1 year. Select your client and then click on the Messenger tab. 14454: State, AMT, and Book Depreciation Amounts Not Updating from Prior Year. Client – Sending a File. 12109: Enterprise Office Manager (EOM) 2 years. . The software scans the clients chosen and then displays the Organizer/Proforma – Print Options window. Use default no-reply@securefilepro. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. Additional space is available at $9. Free marketing – Digital and print marketing available to help you grow your business. Learn how to access, manage,. If they’re not set up, see Related Links below for instructions on client setup. Drake Accounting is a ground-up rebuild of Drake Software's Accounting/Payroll application using the latest in computer technology. It's currently not in the top ranks. DrakeSoftware. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Drag and drop file transfer from Drake Portals clients to Drake Documents. Client – Sending a File. When the free trial period expires, you will have 30 days to upgrade to a paid subscription before your account is terminated. 7. Second, sign with eSignature events. Go to Tools > File Maintenance > Backup. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. If you need assistance, you can contact Drake Support by phone, email, or chat. DrakeSoftware. Learn how to customize your firm’s Drake Portals (SecureFilePro) account settings, including the custom web address, subscription status, notification options, and more. You have four ways to send or receive files: Preparer – Sending a File. Drake Tax has 89 reviews and a rating of 3. While tax clients have always been able to access the web-based client portal from a browser, they can now download the. com MACRS Recovery PeriodHow 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. Every Drake Portals package, including the 14-day free trial, has access to all Drake Portals features (Files, Profile, Checklist, Questionnaires, Signatures, and, Payment). 98 / 5 stars vs MyTAXPrepOffice which has 103 reviews and a rating of 4. Go to Tools > File Maintenance > Backup. Browse to the graphic image you want to use, select the image file and click Open. Drake Tax offers several tax package. Your site may be accessed anywhere the Internet is available. Enter your email address and password to sign in. 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. Select the radio button Sign online via Drake Portals TM . SecureFilePro. 06. Select a category below or click. You can view and change these settings though the Drake Tax integration (continue below) or in the Drake Portals website (see Related Links). SecureFilePro is considered an add-on and is purchased separately from Drake Tax. 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. Yes, SecureFilePro TM now has a mobile app. Drag and drop file transfer from Drake Portals clients to Drake Documents. ". New 18313: 2023. ProSeries Professional: Best overall professional tax preparation software. Drake Tax, part of Drake Software, is well suited for small to mid-sized accounting firms that process a high number of individual and business returns. New 17009: Update a Client From Prior Year (DAS21 and Future) New 14862: e-Filing Reject - IND-116-01. See below for steps on deleting backups that are stored in Drake Portals. Search for "SecureFilePro. It is web-based and works with most browsers and computers. In the Drake Portals pane, click on the Files tab and open the folder Documents to Preparer. The Report Manager window opens. A copy of the document appears in the client's From Preparer folder. cloud_upload Upload cloud_download DownloadPricing options. You have four ways to send or receive files: Preparer – Sending a File. We invite Drake Portals (SecureFilePro) customers to share this video with taxpayers to promote secure communications with taxpayers. Drake Software System Requirements 2019 Created Date: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. 00 out of 5 stars, based on 11 ratings. Type your message in the text field, then click Send. 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. Create an access code with either the last four of the client’s ID number or. com, onlineefdb. When using SFP eSign, remember: The SFP eSign process is different than using a Signature Pad to e-sign. Documents for a selected client display on the upper right, in the Documents Pane. 890. Browse to the graphic image you want to use, select the image file and click Open. Modified Date. Select the file to be uploaded and click Open. If they’re not set up, see Related Links below for instructions on client setup. If you do not have any eSignature Events available for use, the radio button will be grayed out. Direct transfer of images or documents captured on the Drake Portals client’s mobile device. ScheduleA. 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. Browse to the graphic image you want to use, select the image file and click Open. Preparer – Receiving a File. A single message is limited to 1000 characters, including spaces. Pros: Drake is a very affordable tax preparation software that doesn't nickel and dime you for every feature. Modified Date. It's rated 4. internet access (e. Optional: Password protect. 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. Click Change Logo. com. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. 6 months. 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 free trial is 14 days from the date you sign up. 15260: Drake Portals - Drake Tax Integration - Connect Functionality. Customize emails to customers, including logos, text and footer. Files you download through your browser are saved to your browser's default location, unless you select another location. . Customize emails to customers, including logos, text and footer. If you need assistance renewing Drake Tax, please call our Accounting team at (828) 349-5900. 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. You’ll save money by using less paper and toner, and by cutting the staff time. 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). 10671: Drake Tax - Software User's Manual. Select the menu at the top right and choose Guest Exchange. Modified Date. See why professional preparers vote Drake #1 year after year. Drake Software requires a third party email account from an online provider to send email to any address other than DrakeSoftware. 14308: Drake Portals - Making, Storing, Restoring, and Deleting Backups. 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. The Drake Portals Pane displays in the lower right. Simply select . 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. 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. This will load the client creation window. SecureFilePro. 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. In the New Exchange window, enter the following items: Recipient (s) Email Address. 0. Date Posted: 12/7/2011 Drake Software Introduces Secure File Pro Franklin, NC (December, 2011) - Drake Software will soon unveil another great product, SecureFilePro – a safe and convenient document exchange program that will allow tax professionals to exchange documents such as tax returns and profit and loss statements with their clients. Drake Accounting® Classroom Training - CPE Training. Drake Software offers various platforms for tax preparation, including Drake on the Desktop, Drake Tax, Drake Accounting, and Drake Documents. Receive email the first time. 11. Client – Receiving a File. Deleting a Batch of Clients:One of the things that Gary attributes to his company’s continuing success is his tax preparation software: “I recommend Drake Tax anytime I get the chance. Documents can only be signed via Drake Portals if enough e-Sign Events have been purchased and are available. Title. Enter a Name in the Name field. 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. 1 year. Comparisons. Log in to the Drake Software Support website. Guests can send and receive files without going through a portal. Send and receive instant messages through Messenger. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. You can also use Drake Portals to back up your Drake Tax and Drake Documents files to the cloud. More information is available on the Drake Portals page. Sign up for a SecureFilePro Account. sk8monroe , 04/11/2023. 95 per year, per 25 GB. Click “Add/Delete URL” and proceed as instructed. Upload from Drake Tax: Whenever you print to Drake Documents with the Drake PDF printer, select the. A copy of the document appears in the client's From Preparer folder. SecureFilePro is ideal for users who prefer paperless options, and the LookBack feature lets you view the prior year’s tax return data. View the status of e-Sign Events through Signatures. Set Number of Weeks to Keep. 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. Access all your Drake products and services with one login. The Drake e-Sign Online process requires the purchase of e-Sign Events. Skip to main content Site Map. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Customize emails to customers, including logos, text and footer. 11507: Form 843 - Claim for Refund and Request for Abatement. 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. Drake Tax. 13355: Federal Forms - Drake e-Sign (in-Person or Online) 1 year. 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. Included in Drake Portals. 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. Additional space is available at $9. 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. Create an access code with either the last four of the client’s ID number or. Because Drake Accounting is the hub of all payroll activity, those using Drake Accounting must accept or invoke this synchronization (or “sync”). 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. Sign InSelect File > View; the "EF Selector" dialog opens. Drag and drop file transfer from Drake Portals clients to Drake Documents. Included in Drake Portals. Settings are saved automatically. 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. Open Drake Documents and go to Settings > Clients tab > New Client (s) button. Set file expiration dates and customize default expiration dates. Under Email. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. New 18320: 2023. Modified Date. Preparer – Receiving a File. Save the PDF of the return. 11592: 1120S - M-2 versus Retained Earnings. The client will receive a notification email that a bill has been sent. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money. At the top, click Create New Exchange. Upload. New 15218: Installing Drake Accounting (DAS) New 16181: TX - Generating Texas Franchise Reports. Password. Create an access code with either the last four of the client’s ID number or. Recommended System Requirements • Windows 7, 8 or 10 Professional 64-bit • 2. To send a message to your client, first check if they’re set up to use Drake Portals. New 18313: 2023. In the New Exchange window, enter the following items: Recipient (s) Email Address. Click the eSign button. . There are two supported authentication code retrieval methods discussed below. Optional: Password protect. Enter the New folder name and click OK. 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. If you do not have any eSignature Events available for use, the radio button will be grayed out. Select the relevant report such as Client List (All Clients). 17694: Schedule K1 - Box 21 (Drake21) 2 months. To offer your customers the ability to sign documents remotely, check out Drake E-Sign – Online. Every Drake Portals package, including the 14-day free. 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. Drake Software offers a comprehensive guide to using its portals service, which allows you to share files securely and efficiently with your clients. Password protect — Protect your clients’ documents. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-99282017 Rating – 4. Drake Portals - SecureFilePro. Enter your email address and password to sign in. 14. Drake Software offers various platforms for tax preparation, including Drake on the Desktop, Drake Tax, Drake Accounting, and Drake Documents. 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. SecureFilePro has a. The Drake e-Sign Online process requires the purchase of e-Sign Events. 1099R x42. Select the file to be uploaded and click Open. Account Tab. Click the Bill button to send the bill amount to the taxpayer. Credit & Debit Card Processing – Give clients more payment options. Shipping ZIP * -10847: Form 9325 After IRS Acceptance - Notifying the Taxpayer. Click on your username and then select Guest Exchange. 13 Broadcast - NEW! Drake Accounting® Classroom. Over the next several months, Drake Software will be transitioning to a single sign-on (SSO) model for accessing Drake websites and applications. com domain where you and your clients can exchange confidential tax documents safely and conveniently. Select the relevant report such as Client List (All Clients). Fixed Asset Manager : Title: Modified DateOn the Files tab in the Drake Portals pane, select the destination folder. For example, choose Documents from Preparer. . All subscriptions to the SecureFilePro™ service are subject to Automated Recurring Billing (ARB), by credit card, for purposes of renewal and continuation of service. The APK has been available since December 2022. 06. Browse to the graphic image you want to use, select the image file and click Open. SecureFilePro Drake Software 3. Account:After a taxpayer has set up their password for their Drake Portals account, they have the option to enable Two-Factor Authentication. This video demonstrates portal basics to the end user, including logging in, sharing files, and account settings. Log in to Drake Portals. 2 months: 15028: Organizers - Custom PagesLoading; Loading the requested domain. Store your clients’ documents — Scanned documents and copies of your clients’ returns are stored in electronic folders. 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. See KB 10436 or details.