In Drake Tax, the option is available in the Backup and Restore dialog box. 98 / 5 stars vs MyTAXPrepOffice which has 103 reviews and a rating of 4. There are two supported authentication code retrieval methods discussed below. Select the radio button Sign online via Drake Portals TM . Select your client and then click on the Messenger tab. A copy of the document appears in the client's From Preparer folder. Read reviews, compare customer ratings, see screenshots and learn more about SecureFilePro. k. Click Change Logo. 02 Broadcast - Catch our Drake Accounting® Classroom Training! CPE TrainingDrake Software | 800. ScheduleE x34. The Drake User Account website, Support. After the PDF is printed, a dialog box displays the client's Drake Portals folders. . K1 x129. Every Drake Portals package, including the 14-day free. 1 year. Expand Advanced Settings. (Requires a Drake Portals (SecureFilePro) account, plus additional fee for e. 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. View the completed return and select the pages that should be included in the eSignature PDF. 14454: State, AMT, and Book Depreciation Amounts Not Updating from Prior Year. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. Click Print. 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. Drake Tax will now allow Form 4562 imports, and the new optional multi-factor authentication can help tax professionals better secure their accounts. We would love to talk more about how Drake Portals and the SecureFilePro app can streamline tax season for you and your client base. Javascript mus22t be enabled for the correct page displayDrake Software Blog Team - November 16, 2023. Yes, SecureFilePro TM now has a mobile app. Account:After a taxpayer has set up their password for their Drake Portals account, they have the option to enable Two-Factor Authentication. 14454: State, AMT, and Book Depreciation Amounts Not Updating from Prior Year. Don’t have an account? Upload or Download files here. At the top, click Create New Exchange. 14454: State, AMT, and Book Depreciation Amounts Not Updating from Prior Year. All documents in SecureFilePro are exchanged in PDF to prevent unauthorized changes on any document that is shared. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928Ryan Norton Friday, October 07, 2022. 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 portalVideos. 1099R x42. securefilepro. 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. 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. 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®. Seamless integration with Drake Tax Software. Email. See KB 10436 or details. Your site may be accessed anywhere the Internet is available. Click Upload File (s). Popular Tags. . “Single sign-on” allows users to sign in to multiple accounts with one set of credentials. 2023-08-14 V5. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. This setting is found in Drake Documents > Setup > SFP Settings > Employees tab. Enter your email address and password to sign in. To rename or delete the folder, select it in the Drake Portals pane and right click. Drake Tax has 89 reviews and a rating of 3. Modified Date. Select the radio button Sign online via SecureFilePro. 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. cloud_upload Upload cloud_download DownloadPricing options. CONS. Hard drive. 2 months. . 1 month. com domain where you and your clients can exchange confidential tax documents safely and conveniently. SecureFilePro is considered an add-on and is purchased separately from Drake Tax. 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). Technology. Guest Exchange. 2 months. Log in to the Drake Software Support website. Select the file to be uploaded and click Open. 15765: Using Drake Portals (SecureFilePro™) in Drake Accounting® (DAS) 2 months: 15699: Trial Software & Activation (DAS) 2 months: 15230: Configure Bitdefender to Allow Drake Accounting Files (DAS) 2 months: 15229: Configure Webroot to Allow Drake Accounting Files (DAS) 2 months:Drake Software is a top-tier provider of professional tax preparation software. 98 / 5 stars vs TurboTax Business which has 240 reviews and a rating of 4. com Referral Program - DIY Online Tax Preparation FAQs. If you want to configure MFA through an Authenticator App, you can do so using the Drake User Manager (see Related Links below). The last update of the app was on September 28, 2023. How long is the trial period? The free trial is 14 days from the date you sign up. You’ll save money by using less paper and toner, and by cutting the staff time. Choose from App Generation or Text Message Authentication below. 10139: Schedule D, Form 8949, GruntWorx Trades Import. A single message is limited to 1000 characters, including spaces. 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. Additional space is available at $9. Enter the New folder name and click OK. 1 month. Bill a client through Payment. Sign up for a SecureFilePro Account. 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. Expand Advanced Settings. A single message is limited to 1000 characters, including spaces. When using SFP eSign, remember: The SFP eSign process is different than using a Signature Pad to e-sign. You have four ways to send or receive files: Preparer – Sending a File. 16562: Drake Portals - Firm/Preparer Multi-Factor Authentication (MFA) 1 year. Use default no-reply@securefilepro. 1 month. Select the relevant report such as Client List (All Clients). Drake Tax. To offer your customers the ability to sign documents remotely, check out Drake E-Sign – Online. 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). 13187: 706 - Line 1 is Blank. On the Connect tab, enter the bill amount. Notifications. Drake Software Support - Single Sign On. Having a convenient list of commonly accessed tax information can make it easier to weather the hectic pace of filing season. 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. In the New Exchange window, enter the following items: Recipient (s) Email Address. Loading; Loading the requested domain. 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. 4. 1 month. To use SFP eSign: First, purchase eSignature events. Taxpayers can download the mobile app from the Google Play Store and the Apple App Store. It is web-based and works with most browsers and computers. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. Type your message in the text field, then click Send. We are always happy to hear from you at (800). To use SFP eSign: First, purchase eSignature events. With the move to a single-sign on model, your entire account is protected with multi-factor authentication by default. . Shipping Address * Shipping Address (cont. Recommended System Requirements • Windows 7, 8 or 10 Professional 64-bit • 2. CONS. 17730: 1040 - K1P Box 20 Code AG. . Click Update. 11507: Form 843 - Claim for Refund and Request for Abatement. Email. 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. 5 Stars. 26 Broadcast - Drake In Depth: Self-Employment and Rental Income - CPE Training New 18312: 2023. 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:. Sign up for a SecureFilePro Account. Click on your username and then select Guest Exchange. 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. All subscriptions to the SecureFilePro™ service are subject to Automated Recurring Billing (ARB), by credit card, for purposes of renewal and continuation of service. In Drake Tax, the option is available in the Backup and Restore dialog box. (“Drake Software”) Billing and Payment Policy for SecureFilePro™ All payments for SecureFilePro™ services are due before delivery of service. 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. Notifications. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. SecureFilePro. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Your site may be accessed anywhere the Internet is available. Log in to the Drake Software Support website. 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. Go to Tools > File Maintenance > Backup. Select the Form & Schedule Options tab. 5 months. Choose Create under the Create Batch Drake Portals Clients section at the bottom of the window. as those in Drake Tax. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. 1 month. The client will: Navigate to your Drake Portals website and locate the Guest Exchange panel: Click Upload. Every Drake Portals package, including the 14-day free trial, has access to all Drake Portals features (Files, Profile, Checklist, Questionnaires, Signatures, and, Payment). To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. 7 months. Quick, informative videos to learn all about Drake Software, including software setup, practice management tools, bank products, e-filing and many more topics. In the New Exchange window, enter the following items: Recipient (s) Email Address. From the Products menu, select Drake Portals. SecureFilePro is a cloud-based service that allows you to exchange files with your clients securely and conveniently. Additional space is available at $9. From the Products menu, select Drake Portals. 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. Store your clients’ documents — Scanned documents and copies of your clients’ returns are stored in electronic folders. Drake Software | 800. Click Change Logo. 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. See why professional preparers vote Drake #1 year after year. 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. 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). After downloading the app, the taxpayer will enter the email address that is associated with. 10671: Drake Tax - Software User's Manual. Lacerte: Best for complex returns, such as consolidations. Learn the basics of Drake Software products with these short instructional videos. Set file expiration dates and customize default expiration dates. Eventually, all Drake users will have only. The Drake e-Sign Online process requires the purchase of e-Sign Events. K1 x129. Drake Portals - SecureFilePro. Log in to the Drake Software Support website. Click the eSign button. "Sent From" Email. It is web-based and works with most browsers and computers. 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. 1 month. If you do not have any e-Sign Events available for use, the radio button will be grayed out. Send and receive instant messages through Messenger. SecureFilePro provides access to the SecureFilePro functions through the four SFP tabs: Files Tab; Connect Tab; Messenger Tab; Signatures Tab; Files Tab. 10. Use Logo on Emails "Sent From" Email. For more information, see the developer’s. 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. ). Loading; Loading the requested domain. To send a message to your client, first check if they’re set up to use Drake Portals. Browse to the graphic image you want to use, select the image file and click Open. 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. Yes, starting in January 2023, Drake Portals now supports gathering electronic signatures for any PDF document; not just those created through Drake Tax. Type your message in the text field, then click Send. Browse to the graphic image you want to use, select the image file and click Open. 890. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. You can delete an individual client through the Drake Portals website. 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. ScheduleA. 10088: 1040 - K1 Code Data Entry. 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. Credit & Debit Card Processing – Give clients more payment options. After a taxpayer has set up their password for their Drake Portals account, they have the option to enable Two-Factor Authentication. 17694: Schedule K1 - Box 21 (Drake21) 2 months. "This app is only designed for taxpayers to login and use; not for the firm or tax preparers. Every Drake Portals package, including the 14-day free. The selected tab’s tree view is presented in the left-hand panel. Shortcut keys and macros simplify data entry and reduce keystrokes. Click the eSign button. The administrator can change this selection by clicking Edit. • The portal provides you with a secure way to exchange confidential. If they’re not set up, see Related Links below for instructions on client setup. Drake Tax vs MyTAXPrepOffice. In Drake Accounting, make the client you want to sync to Portals the active client. This desk reference is a. . Browse to the graphic image you want to use, select the image file and click Open. com Affiliates (OLF) Title. Modified Date. W2 x103. At the top, click Create New Exchange. SecureFilePro Drake Software 3. Yes, SecureFilePro TM now has a mobile app. Drake also. Search for "SecureFilePro. Select the radio button Sign online via SecureFilePro. Actual space requirements will vary based on the number of clients you serve. 890. In the Login Information section of the Preparer Setup, select the checkbox to the right of Enable Multi-Factor Authentication (MFA). With a signature pad, you can let clients use a digital signature quickly on each. Drag and drop file transfer from Drake Portals clients to Drake Documents. New 17009: Update a Client From Prior Year (DAS21 and Future) New 14862: e-Filing Reject - IND-116-01. SecureFilePro has a. 17730: 1040 - K1P Box 20 Code AG. . For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. If you email documents to your clients, Drake Software recommends you password-protect the documents. Enter a memo note, if desired. To rename or delete the folder, select it in the Drake Portals pane and right click. See why professional preparers vote Drake #1 year after year. Click Change Logo. 12109: Enterprise Office Manager (EOM) 2 years. The upload screen is displayed: Complete all informational fields as needed. 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. Drake runs quickly and covers our needs for tax preparation. Enter the New folder name and click OK. Browse to the graphic image you want to use, select the image file and click Open. drake software & securefilepro 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 Under the From Preparer section, click the Upload icon. 17923: Drake Portals - SecureFilePro Mobile App for Taxpayers. Included in Drake Portals. Comparisons. Upload. ScheduleC x39. Many options and can take time to learn navigation. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. Account Tab. If you do not have any e-Sign Events available for use, the radio button will be grayed out. Printer Windows GDI (Graphical Device Interface) or HP-compatible laser printer. 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. Cons: The biggest drawback for Drake is the esignature process through Drake Portals. As a company, Drake Software was first marketed in 1977. Bill a client through Payment. View the completed return and select the pages that should be included in the eSignature PDF. 12109: Enterprise Office Manager (EOM) 2 years. To do so, follow these steps: Select your username from the Home window of your Drake Portals website. "Drake's securefilepro is a disaster. Loading; Loading the requested domain. 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. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Shortcut keys and macros simplify data entry and reduce keystrokes. Use default no-reply@securefilepro. Access SecureFilePro. Title. Enter your email address and password to sign in. Client – Sending a File. Click on any tab. com. Optional: Password protect. Monitor. 2 years. Definition and Software Setup. From the Messenger tab of Drake Portals, you can:. Click “Add/Delete URL” and proceed as instructed. The free trial is 14 days from the date you sign up. 95 per month or $99. Drake Tax from Drake Software is well-suited for small to mid-sized accounting firms that process both individual and business taxes. Send a file to multiple recipients by entering multiple. Select the radio button Sign online via SecureFilePro. See why professional preparers vote Drake #1 year after year. SecureFilePro. To download a file, open Drake Documents and locate the client in the left tree menu. Create an access code with either the last four of the client’s ID number or. While tax clients have always been able to access the web-based client portal from a browser, they can now download the SecureFilePro. The Report Manager window opens. 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. Search for " SecureFilePro. Client – Receiving a File. 1 month. Javascript must be enabled for the correct page display• The 2013 Drake Software User’s Manual in electronic format. Drake Software offers a comprehensive guide to using its portals service, which allows you to share files securely and efficiently with your clients. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. For example, choose Documents from Preparer. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. Click Submit. 11. 45 / 5 stars. 12485: 709 - Move Amount from Schedule A Part I to Part III. Choose to send the documents to your printer, save to Drake Documents (previously DDM), upload to Drake Portals (SecureFilePro in Drake19 and prior), and/or generate fillable PDFs. New 16175: Drake Accounting Manual (DAS) 2 weeks. The administrator can change this selection by clicking Edit. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928 Under the Two-Factor Authentication section, choose App. Modified Date. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. Click the eSign button. Some features, such as Drake e-Sign Online, are only available for use by Drake Tax customers. Guest Exchange. com (also known as the Drake Software Support website or Drake Account), was migrated to the new single sign-on process. From the Form 8879 bank account options drop list at the bottom left select the option you need. Firm Management. TaxAct Professional: Best value for preparing unlimited returns. 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. You can further increase the security of your account by using an authenticator app, such as Google Authenticator. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. Hire remote preparers: QuickCloud Hosting can turn Drake Tax into cloud software starting at $25 per user, per month,. Direct transfer of images or documents captured on the Drake Portals client’s mobile device. Preparer – Receiving a File. Click Select to browse for the file (s) to be uploaded. When the free trial period expires, you will have 30 days to upgrade to a paid subscription before your account is terminated. View the completed return and select the pages that should be included in the eSignature PDF. Drake Portals is a web-based service that lets you create a secure website on the SecureFilePro. More information is available on the Drake Portals page. Sign up for a SecureFilePro Account. Select your client and then click on the Messenger tab. 5 Stars. Drake Accounting Drake Portals (SecureFilePro) provides secure file exchange for your practice, so you and your client can exchange tax documents securely and conveniently. If you need assistance, you can contact Drake Support by phone, email, or chat. Drake E-Sign – Online. New 18313: 2023. 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 the eSign button. 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. Use Logo on Emails "Sent From" Email. Select Rename Folder or Delete Folder from the. 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. com subdomain: <yourbusinessname>. 06. Fixed Asset Manager : Title: Modified DateOn the Files tab in the Drake Portals pane, select the destination folder. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. Click the link SecureFilePro eSign Information. Linking Drake & SecureFilePro Follow these instructions to link your copy of Drake Tax to your SecureFilePro portal account. Customize emails to customers, including logos, text and footer. See Related Links below for details. Under the Actions column, click the icon and choose Delete Client. 235 East Palmer Street. Browse to the graphic image you want to use, select the image file and click Open. Backup Online to SecureFilePro. Try it for free or choose from different plans and pricing options. If they’re not set up, see Related Links below for instructions on client setup. 03 Broadcast - SECURE Act 2. Software Purchase Assistance – Purchase Drake Tax with $0 up-front. 95 per month or $99. Log in to Drake Portals. Clearing this option applies to all documents you print with the Drake PDF printer. Preparer – Receiving a File. Type your message in the text field, then click Send. Click Manual code to set up the app with a code. 9500 Webinars at DrakeSoftware. 0. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Under Email. Check Send to cloud storage. From the 2018 reviews of professional tax preparation systems. 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. Drag and drop file transfer from Drake Portals clients to Drake Documents. Send a file to multiple recipients by entering multiple. Follow the app specific steps to activate the app. 0: NEW Live Webinar with DrakeCPE New 15719: Email Setup - Google Two-Step Verification and App PasswordDrake Portal Orders. More information is available on the Drake Portals page. Don’t have an account? Upload or Download files here. 10. The default settings for each tab set focus to the first form in the list. Click the link SecureFilePro eSign Information. 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.