Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. Click Print. Serial Numbers - Access your current and prior. Comparisons. Select settings: Verify the time. Drake Tax from Drake Software is well-suited for small to mid-sized accounting firms that process both individual and business taxes. The speed you need – Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. On the Home window of Drake, select Setup > Printing > Printer Setup. com (also known as the Drake Software Support website or Drake Account), was migrated to the new single sign-on process. Other videos from the same category Follow these. 10. Drake Tax cloud backup – You can now also use Drake Portals to back up your Drake Tax files. Receive email the first time. A confirmation dialog will ask if you would like to enable MFA. For steps on deleting clients through Drake Tax, see Related Links below. Custom subdomain – <yourbusinessname>. 11. Your site may be accessed anywhere the Internet is available. The upload screen is displayed: Complete all informational fields as needed. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Educate Yourself on Tax Law Changes. Access all your Drake products and services with one login. Drake Software offers a comprehensive guide to using its portals service, which allows you to share files securely and efficiently with your clients. There are two supported authentication code retrieval methods discussed below. 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. Browse to the graphic image you want to use, select the image file and click Open. Click Select to browse for the file (s) to be uploaded. To send a message to your client, first check if they’re set up to use Drake Portals. 235 East Palmer Street. 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. Enter a memo note, if desired. The Drake User Account website, Support. Send a file to multiple recipients by entering multiple. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. The Report Manager window opens. 14454: State, AMT, and Book Depreciation Amounts Not Updating from Prior Year. Select the relevant report such as Client List (All Clients). Notifications. Username. Direct transfer of images or documents captured on the Drake Portals client’s mobile device. Select the Drake PDF Printer from the Select Printer drop list. Select your client and then click on the Messenger tab. Select your client and then click on the Messenger tab. From the Products menu, select Drake Portals. Learn how to access, manage,. 5 months. 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. Choose from App Generation or Text Message Authentication below. More information is available on the Drake Portals page. Drag and drop file transfer from Drake Portals clients to Drake Documents. K1 x129. 59 / 5 stars. com), cloud. Expand Advanced Settings. The upload screen is displayed: Complete all informational fields as needed. To send a message to your client, first check if they’re set up to use Drake Portals. On the Guest Exchange window, choose Create Exchange. Second, sign with eSignature events. Account Tab. Object Moved. Optional: Password protect. Click Change Logo. Recover PasswordIn order to upload a new file to the Outgoing Files section, follow the steps below: Log into Drake Portals. Title. Click Submit. In order to upload a new file to the Outgoing Files section, follow the steps below: Log into Drake Portals. Don’t have an account? Upload or Download files here. All users must purchase e-sign events in order to sign online. DrakePortals provides tax professionals a Drake Tax®-integrated, SecureFilePro. To rename or delete the folder, select it in the Drake Portals pane and right click. Home; Products. See why professional preparers vote Drake #1 year after year. The preparer's e-signature is not applied via this process; it is only designed to gather the taxpayers' electronic signatures. Click the link SecureFilePro eSign Information. To send a message to your client, first check if they’re set up to use Drake Portals. 12485: 709 - Move Amount from Schedule A Part I to Part III. ). The free trial is 14 days from the date you sign up. 17694: Schedule K1 - Box 21 (Drake21) 2 months. Create an access code with either the last four of the client’s ID number or. SecureFilePro. Guest Exchange. 2023-11-09 V5. The client will receive a notification email that a bill has been sent. ScheduleA. 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. 1040. Customize emails to customers, including logos, text and footer. 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. 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. Click the eSign button. For example, choose Documents from Preparer. Click Submit. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. sk8monroe , 04/11/2023. Custom subdomain – <yourbusinessname>. Choose Create under the Create Batch Drake Portals Clients section at the bottom of the window. 8 GHz processor • 4 GB RAM • Monitor capable of 1280 x 1024 screen resolutionLearn the basics of Drake Software products with these short instructional videos. com. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. View the completed return and select the pages that should be included in the eSignature PDF. Drake Portal Orders. Most other software charges you extra for additional states. 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. A single message is limited to 1000 characters, including spaces. 02 Broadcast - Catch our Drake Accounting® Classroom Training! CPE TrainingDrake Software | 800. There are four tabs on the SecureFilePro Guest Exchange window. Log in to Drake Portals. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. It is web-based and works with most browsers and computers. Select the radio button Sign online via SecureFilePro. Once the two-factor authentication has been enabled, the taxpayer. Clearing this option applies to all documents you print with the Drake PDF printer. Select a category below or click. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. SecureFilePro. Direct transfer of images or documents captured on the Drake Portals client’s mobile device. If you do not have any eSignature Events available for use, the radio button will be grayed out. Flexible storage – Drake Portals comes with 5 GB of file transfer space for all plans. 17730: 1040 - K1P Box 20 Code AG. Because Drake Accounting is the hub of all payroll activity, those using Drake Accounting must accept or invoke this synchronization (or “sync”). 1 month. 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). 11507: Form 843 - Claim for Refund and Request for Abatement. If you want to configure MFA through an Authenticator App, you can do so using the Drake User Manager (see Related Links below). Documents can only be signed via Drake Portals if enough e-Sign Events have been purchased and are available. Don’t have an account? Upload or Download files here. Automatic data flow from federal return to state and city returns, with override options. It's rated 4. Under the Actions column, click the icon and choose Delete Client. 11. 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. Click the link eSign Information. It is web-based and works with most browsers and computers. This is also the form in the viewing panel. Click Change Logo. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. Most other software charges you extra for additional states. com subdomain: <yourbusinessname>. Enter your Drake Portals Username and Password in the Drake Portals Pane, and then click Login. You can easily manage your SecureFilePro employee accounts right inside Drake Documents. DrakeEducation. Browse to the graphic image you want to use, select the image file and click Open. Choose Create under the Create Batch Drake Portals Clients section at the bottom of the window. Comparisons. 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. The Drake Portals Guest Exchange allows you to securely share files with anyone who does not have a Drake Portals account. From the selection window, choose the files you wish to download together in a batch and select Download. See below for steps on deleting backups that are stored in Drake Portals. SecureFilePro Drake Software 3. SecureFilePro. See why professional preparers vote Drake #1 year after year. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. Features to help you better serve clients who don’t come into the office: Open Drake Documents: The Cabinet (Working or Archive) displays with a tree of clients on the left. . Lacerte: Best for complex returns, such as consolidations. com. To send a message to your client, first check if they’re set up to use Drake Portals. With a signature pad, you can let clients use a digital signature quickly on each. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. If you do not have any eSignature Events available for use, the radio button will be grayed out. 98 / 5 stars vs ProSeries Tax which has 152 reviews and a rating of 4. The software scans the clients chosen and then displays the Organizer/Proforma – Print Options window. SecureFilePro is ideal for users who prefer paperless options, and the LookBack feature lets you view the prior year’s tax return data. Sign up for a SecureFilePro Account. Don’t have an account? Upload or Download files here. Upon completion of this webcast you will be able to: • Understand the benefits of using Drake Documents and SecureFilePro to streamline and secure workflowDrake Enterprises, Ltd. 7 months. . . 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. 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. ". See Related Links below for details. Compliments of Drake Software 828. 2019 Rating – 4. 10. Modified Date. View the completed return and select the pages that should be included in the eSignature PDF. Don’t have an account? Upload or Download files here. Go to Firm > Portal Setup. Client – Sending a File. On the Connect tab, enter the bill amount. Create an access code with either the last four of the client’s ID number or. Enter the New folder name and click OK. Browse to the graphic image you want to use, select the image file and click Open. Technology. 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. Click the eSign button. 2 months. 11592: 1120S - M-2 versus Retained Earnings. While tax clients have always been able to access the web-based client portal from a browser, they can now download the. Drake Tax offers two platforms: A desktop version and a web-hosted version called Drake Tax in the Cloud. ProSeries Professional: Best overall professional tax preparation software. Drake Tax; Practice Management; Tax Packages; Hosting Solution; Web-based Solutions. This video demonstrates portal basics to the end user, including logging in, sharing files, and account settings. . When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. Use default no-reply@securefilepro. Direct transfer of images or documents captured on the Drake Portals client’s mobile device. Click Print. If you do not have any eSignature Events available for use, the radio button will be grayed out. . You can also use Drake Portals to back up your Drake Tax and Drake Documents files to the cloud. 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. Click Add to upload additional files (optional). SecureFilePro provides secure, off-site document storage and file transfer, so customers can remotely send, receive, and sign important. 8020 > DrakeSoftware. The APK has been available since December 2022. The upload screen is displayed: Complete all informational fields as needed. View the completed return and select the forms that should be included in the PDF for e-signing. To a first time user of the software, it can seem extremely complex. To access Guest Exchange, click on the icon in the SFP pane of Drake Documents. Enter the New folder name and click OK. Clients and taxpayers that use Drake Portals are. GruntWorx Drake Software Support - Single Sign On. We uncover the newest industry insight on tax prep fees in our latest infographic blog post! Drake Software surveyed over 1000 tax preparers to discover their accepted payment methods, anticipated charges per form, pricing approach, and plans to modify fees. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928New 18328: 2023. cloud_upload Upload cloud_download DownloadDrake Portals - SecureFilePro How do I upload documents to Drake Portals for one of my clients to download? To upload files for a specific client in Drake PortalsTM, you have. Guest Exchange. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. Enter a Name in the Name field. Click the link SecureFilePro eSign Information. com [email protected] speed you need – Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. Popular Tags. CPE Training x42. More information is available on the Drake Portals page. No SecureFilePro Found Message. When the free trial period expires, you will have 30 days to upgrade to a paid subscription before your account is terminated. This will load the client creation window. Check Send to cloud storage. You can further increase the. SecureFileProTM provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. Click the eSign button. It is web-based and works with most browsers and computers. As a company, Drake Software was first marketed in 1977. drakesoftware. If accessing your Drake Portals client documents via the Drake Portals Pane in Drake Documents, follow these steps:Backup Online to SecureFilePro. 10671: Drake Tax - Software User's Manual. 11727: 1040. The client will receive a notification email that a bill has been sent. Send and receive instant messages through Messenger. 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. DSL, cable, fiber optic) is recommended for GruntWorx, SecureFilePro, and Google and Outlook Calendar integration. Click Manual code to set up the app with a code. Click Change Logo. When the free trial period expires, you will have 30 days to upgrade to a paid subscription before your account is terminated. " "If there is a problem that arises they fix it asap. Pricing options. 14308: Drake Portals - Making, Storing, Restoring, and Deleting Backups. cloud_upload Upload cloud_download DownloadFor information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. On the Connect tab, enter the bill amount. 18 Broadcast - Annual Filing Season Program, Earn Your Record of Completion for 2024. After a taxpayer has set up their password for their Drake Portals account, they have the option to enable Two-Factor Authentication. Set Number of Weeks to Keep. This 2023 Drake tax software review looks at the features that make up this accounting software. 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. com; Use custom ; Activation Link Expiration; Under Notifications. CPE Training x42. Drake allows users to store documents of any kind. The preparer's e-signature is not applied via this process; it is only designed to gather the taxpayers' electronic signatures. Thanks to the suite of products Drake offers – like SecureFilePro™, Drake Documents, and Client Write-Up – we are able to provide the best possible service to our clients. Shipping Address is the same as the Billing Address. Hire remote preparers: QuickCloud Hosting can turn Drake Tax into cloud software starting at $25 per user, per month,. com Affiliates (OLF) Title. Follow the app specific steps to activate the app. Related Links. From the Form 8879 bank account options drop list at the bottom left select the option you need. Included in Drake Portals. Expand Advanced Settings. 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. Drake 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. You have four ways to send or receive files: Preparer – Sending a File. 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. A song that uses Artificial Intelligence to clone the voices of Drake and The Weeknd has gone viral on social media. 6 months. In the New Exchange window, enter the following items: Recipient (s) Email Address. New 18320: 2023. Shipping ZIP * -10847: Form 9325 After IRS Acceptance - Notifying the Taxpayer. The setup window opens: Click Enable Automatic Backup. 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. com. (“Drake Software”) Billing and Payment Policy for SecureFilePro™ All payments for SecureFilePro™ services are due before delivery of service. Client – Receiving a File. The app will display a six-digit code. 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. Our. Videos. There are two supported authentication code retrieval methods discussed below. 4. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. Drake Software offers various platforms for tax preparation, including Drake on the Desktop, Drake Tax, Drake Accounting, and Drake Documents. Select the radio button Sign online via 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. com, Drake Portals (a. Preparer – 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. View the status of e-Sign Events through Signatures. Backup Online to SecureFilePro. Make sure Manually Sync is. New 16175: Drake Accounting Manual (DAS) 2 weeks. Once the two-factor authentication has been enabled, the taxpayer. (Requires a Drake Portals (SecureFilePro) account, plus additional fee for e. com. 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 Report Manager window opens. Access SecureFilePro. 5 years. PROS. 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. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money. 9500 | Webinars at DrakeSoftware. Click Change Logo. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. 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. Learn the basics of Drake Software products with these short instructional videos. Upload from Drake Tax: Whenever you print to Drake Documents with the Drake PDF printer, select the. Over the next several months, Drake Software will be transitioning to a single sign-on (SSO) model for accessing Drake websites and applications. 1 month. 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). Backup Online to SecureFilePro. 13187: 706 - Line 1 is Blank. 02 Broadcast - Catch our Drake Accounting® Classroom Training! CPE TrainingGuest Exchange. 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. com, onlineefdb. Go to Tools > File Maintenance > Backup. 17624: Preparing for the Individual DeadlineSecureFilePro is a business app developed by Drake Software. 11574: Online Filing (OLF) Help for Taxpayers. If you need assistance renewing Drake Tax, please call our Accounting team at (828) 349-5900. 26 Broadcast - Drake In Depth: Self-Employment and Rental Income - CPE Training New 18312: 2023. Password. See Related Links below for details. When they log in to their Drake Portals Account, they click on Payment on the left. 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. Javascript must be enabled for the correct page displayThis Service Agreement (the “Agreement”) is a binding agreement between you (“Customer” or “you”) and Drake Software, LLC (“Drake”), and governs your use of Drake Portals and any other services or features you purchase or made available to you through Drake Portals, including Drake E-Sign Online (collectively, the “Service”). If they’re not set up, see Related Links below for instructions on client setup. 15844: Hide Return Notes. 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. . An email will be sent to verify your identity when you log in from a new device. You can also use. To do so, follow these steps: Select your username from the Home window of your Drake Portals website. Drake Software. Upload. In addition to sending and receiving files, you can now access the Connect features on the Drake Portals website to do the following: Collect client information through Questionnaire. Popular Tags. 10. 14454: State, AMT, and Book Depreciation Amounts Not Updating from Prior Year. The administrator can change this selection by clicking Edit. 9500 Webinars at DrakeSoftware. 00 out of 5 stars, based on 11 ratings. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928Ryan Norton Friday, October 07, 2022. You can further increase the security of your account by using an authenticator app, such as Google Authenticator. 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. Set Number of Weeks to Keep. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. 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 >. Taxpayer Portal Basics. Javascript must be enabled for the correct page displayLoading; Loading the requested domain. 890. com) with an Administrator or Preparer login. 11727: 1040. Documents can only be signed via Drake Portals if enough e-Sign Events have been purchased and are available. The app will display a six-digit code. View the completed return and select the forms that should be included in the PDF for e-signing. " This. 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. . Drag and drop file transfer from Drake Portals clients to Drake Documents. 1 month. . For more information, see the Drake Portals page and Related. 06. SecureFilePro provides access to the SecureFilePro functions through the four SFP tabs: Files Tab; Connect Tab; Messenger Tab; Signatures Tab; Files Tab. Some features, such as Drake e-Sign Online, are only available for use by Drake Tax customers. Email. 7. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. Click Change Logo. 11.