drake portal review 2020 pdf

drake portal review 2020 pdf

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2020 Review of Drake Tax - CPA Practice Advisor

    https://www.cpapracticeadvisor.com/reviews/review/21140110/2020-review-of-drake-tax
    Jun 17, 2020 · 2020 Review of Drake Tax. June 17, 2020. Drake Tax from Drake Software is best suited for small to mid-sized accounting and CPA firms that are looking for a complete tax solution. A consistent ...
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    https://www.cpapracticeadvisor.com/reviews/review/21140110/2020-review-of-drake-tax

Drake Portals - Uploading Documents for Client Pickup ...

    https://kb.drakesoftware.com/Site/Browse/10423/Drake-Portals-Uploading-Documents-for-Client-Pickup
    In this example, a 2020 PDF is available for upload for taxpayer "Coffee Beans." On the Files tab in the Drake Portals pane, select which Folder into which you want to upload the file. For example, choose Documents from Preparer. The window changes to show this folder and its contents on Drake Portals:
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    https://kb.drakesoftware.com/Site/Browse/10423/Drake-Portals-Uploading-Documents-for-Client-Pickup

Drake Tax Reviews 2022 - Capterra

    https://www.capterra.com/p/176133/Drake-Tax/reviews/
    Pros: I've been using Drake for over 10 years for tax prep. The pay-per-return was a fabulous price for when my practice was very small. Now that I have nearly 200 tax returns, I use the unlimited version and it's priced much better than comparable tax prep software. And their customer service over the years has been amazing.
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    https://www.capterra.com/p/176133/Drake-Tax/reviews/

Drake Portals | Drake Software – Professional Tax Software

    https://www.drakesoftware.com/products/drake-portals/
    Drake Tax cloud backup – You can now also use Drake Portals to back up your Drake Tax files. In Drake Tax, the option is available in the Backup and Restore dialog box. Flexible storage – Drake Portals comes with 5 GB of file transfer space for all plans. Additional space is available at $9.95 per month or $99.95 per year, per 25 GB.
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    https://www.drakesoftware.com/products/drake-portals/

How to Install a Free PDF Reader

    https://www.questionsanswered.net/article/how-install-free-pdf-reader
    A quick introduction to installing a free PDF viewer.
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    https://www.questionsanswered.net/article/how-install-free-pdf-reader

Drake Portals - Drake e-Sign Online (e-Sign) - Drake Software

    https://kb.drakesoftware.com/Site/Browse/15269/Drake-eSign-Online-SFP-Signatures
    While Drake Portals is available for purchase and use by both Drake and non-Drake customers, the e-Sign option functions are only available for active Drake users. Every Drake Portals package, including the 14-day free trial, has access to all Drake Portals features (Files, Profile, Checklist, Questionnaires, Signatures, and, Payment).
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    https://kb.drakesoftware.com/Site/Browse/15269/Drake-eSign-Online-SFP-Signatures

How to Compress a PDF File

    https://www.questionsanswered.net/article/how-compress-pdf-file
    Compress a PDF file with free or professional tools
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    https://www.questionsanswered.net/article/how-compress-pdf-file

Drake Accounting Portals Guide - Drake Software

    https://dasapps.drakesoftware.com/Deployment/Manual/2020DrakeAccountingPortalsGuide.pdf
    Force Sync will override all portal data with Drake Accounting's data. 4. Exit will exit Portal Setup. 5. Access Portal is a link that will go straight to the Portal. Selecting the Correct Year in the Portal
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What’s New at Drake Tax

    https://support.drakesoftware.com/sharedassets/PDF/2020/WhatsNew2020.pdf
    , sign in to Drake Support, and click 2020 Drake Tax User’s Manual. Enhancements to Practice Management . Changes and enhancements for this tax season begin with the new Drake Software Support website. We also have a new cloud-hosting partner, a new research partner, changes to our document-handling program, and file-exchange portals program.
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How to Convert a Document from PDF Format

    https://www.questionsanswered.net/article/how-convert-document-pdf-format
    Learn how to convert a PDF into another document format.
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    https://www.questionsanswered.net/article/how-convert-document-pdf-format

15260: Drake Portals - Drake Tax Integration - Connect Functionality

    https://kb.drakesoftware.com/Site/Browse/15260/Drake-Portals--Drake-Tax-Integration-Connect-Functionality
    In this example, a 2020 PDF is available for upload for taxpayer "Coffee Beans. ... to review the status of the uploaded profile on the Drake Portals pane:.
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    https://kb.drakesoftware.com/Site/Browse/15260/Drake-Portals--Drake-Tax-Integration-Connect-Functionality

Drake Accounting Portals Guide - Drake Software

    https://dasapps.drakesoftware.com/Deployment/Manual/2021DrakeAccountingPortalsGuide.pdf
    • The portal will be synced first. Syncing Drake Accounting and Portals Drake Accounting and Portals must be kept synchronized so no one is seeing old information. Because Drake Accounting is the hub of all payroll activity, those using Drake Accounting must accept or invoke this synchronization (or “sync”).
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Drake Portals - Overview (e-Sign)

    https://kb.drakesoftware.com/Site/Browse/10307/Drake-Portals-Overview
    Each additional PDF that needs to be signed will require an additional e-Sign Event. Use care when sending PDFs for signatures. Review more information and ...
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    https://kb.drakesoftware.com/Site/Browse/10307/Drake-Portals-Overview

2020 Review of Drake Documents | CPA Practice Advisor

    https://www.cpapracticeadvisor.com/reviews/review/21153458/2020-review-of-drake-documents
    21 sept. 2020 ... Drake Documents stores all files as a PDF; users are able to convert a file to PDF easily using the included print driver. Drake Documents ...
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    https://www.cpapracticeadvisor.com/reviews/review/21153458/2020-review-of-drake-documents

e-File a Return - Drake Software

    https://kb.drakesoftware.com/Site/Browse/10529/eFiling-a-Return
    During the 2021 tax year, you can e-file a 2021, 2020, or 2019 return from the corresponding year of Drake Tax. All other prior years must be paper-filed. Assuming that you are e-filing a main federal form (such as the 1040, 1120, 1120-S, 1065, etc), there are four steps to e-filing: Confirm that the return is complete and eligible to be e-filed.
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    https://kb.drakesoftware.com/Site/Browse/10529/eFiling-a-Return

Privacy Policy - 2020 - Drake Software

    https://www.drakesoftware.com/assets/pdf/general/drake%20software%20glb%20privacy%20policy.pdf
    Jan 27, 2020 · Drake will not collect additional information or use the information we collect from you for materially different, unrelated, or incompatible purposes without providing you notice. Sharing Information Drake may disclose your Personal Information and/or Technical Information to a third party:
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Drake Documents - Functions, Setup, and Technical ...

    https://kb.drakesoftware.com/Site/Browse/11067/Drake-Documents-Functions-Setup-and-Technical-Requirements
    Use Drake Documents to store and organize electronic documents such as PDF copies of tax returns, scanned Forms 8879 and 1099-B, and scanned copies of driver’s licenses, Social Security cards, and other forms of ID. Think of Drake Documents' file structure as a virtual filing cabinet where files are saved within folders.
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    https://kb.drakesoftware.com/Site/Browse/11067/Drake-Documents-Functions-Setup-and-Technical-Requirements

Drake E-Sign – In Person | Drake Software – Professional ...

    https://www.drakesoftware.com/products/drake-e-sign/
    Drake E-Sign – In Person is fully integrated in Drake Tax, making it easy to incorporate into your existing workflow. Simply review the return on screen, allow the taxpayer to sign each signature document using a signature pad, and apply your digital signature to complete the process.
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    https://www.drakesoftware.com/products/drake-e-sign/

Drake Accounting 2021 User's Manual - Drake Software

    https://dasapps.drakesoftware.com/Deployment/Manual/2021DrakeAccountingManual.pdf
    Drake Accounting also allows users to create a custom Chart of Accounts either by editing an existing one or creating one from scratch. Users can also export information into Drake Tax Software, reducing data entry time required to prepare clients' tax returns. Use Drake
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Drake Tax System Requirements - Drake Software

    https://www.drakesoftware.com/sharedassets/policy/systemrequirements.pdf
    actual requirements will vary based on your system configuration and the features and other programs you install. • 1 ghz processor • 1 gb of ram for 32-bit os and 2 gb of ram for 64-bit os • 2 gb of available hard drive space • optical drive – cd drive (only required for cd service) • monitor capable of 1024 x 768 screen resolution • internet …
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Whats-New-in-Drake.pdf

    https://drake.us/wp-content/uploads/2021/03/Whats-New-in-Drake.pdf
    2020 Drake Tax User's Manual, available on CD (for those with Drake Software's CD ... Drake Accounting, Drake E-Sign, Drake Portals, GruntWorx, W-2 Imports, ...
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    https://drake.us/wp-content/uploads/2021/03/Whats-New-in-Drake.pdf

Whats-New.pdf

    https://drake.us/wp-content/uploads/2021/11/Whats-New.pdf
    Account Info – Review and, if necessary, update your Drake Account ... to printer, save to PDF/Drake Documents folder, send to client using Drake Portals, ...
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    https://drake.us/wp-content/uploads/2021/11/Whats-New.pdf

Top 10 Super Useful Add-ons For Drake Software - Ace Cloud Hosting

    https://www.acecloudhosting.com/blog/useful-add-ons-drake-software/
    6 nov. 2019 ... Integration of Drake Documents with Drake Tax Software helps to store PDF copies of tax returns, scanned IDs, tax forms, and more electronically ...
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