drake portal securefilepro
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SecureFilePro
- https://securefilepro.com/
- on the SecureFilePro.com domain. Get your own piece of the cloud . for safe and convenient client file transfer. Send and receive client documents. on your own secure site, anytime, anywhere. Back up your critical Drake Tax files offsite. to protect your business. Get files from your client. Your client uploads files to you, which speeds up return preparation and saves …
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Drake Portals - SecureFilePro
- https://kb.drakesoftware.com/Site/Browse/74
- Drake Portals - SecureFilePro. Title. Modified Date. New 16764: Drake e-Sign Online - Signature Troubleshooting. 1 week. 15269: Drake Portals - Drake e-Sign Online. 1 month. 16381: Drake Portals - Employee and Client Settings. 2 months.
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Linking Drake & SecureFilePro - Drake Software
- https://www.drakesoftware.com/service-learning/videos/linking-drake-securefilepro/
- Linking Drake & SecureFilePro Follow these instructions to link your copy of Drake Tax to your SecureFilePro portal account. Other videos from the same category
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Drake Portals | Drake Software - Professional Tax Software
- https://www.drakesoftware.com/products/drake-portals/
- Drake Portals provides your practice a secure website on the SecureFilePro.com domain where you and your clients can exchange confidential documents safely and conveniently. Spend less time printing, faxing, emailing and mailing returns and other documents. Just upload PDFs, and let your clients access at their convenience.
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Drake Portal Orders - SecureFilePro
- https://securefilepro.com/portalorder/buy.aspx
- Are you a current Drake Software customer? Sign in to my Drake account. I want to create a NEW account
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Using Drake Portals (SecureFilePro™) in Drake Accounting ...
- https://kb.drakesoftware.com/Site/Browse/15765/Using-Drake-Portals-SecureFilePro-in-Drake-Accounting-DAS
- Drake Portals (SFP) is not installed or integrated with Drake Accounting ®, but reports can be uploaded to the Drake Portal from any location to which you have saved the report. For example You can save a PDF report to a folder on your desktop, navigate to it from your portal and upload it.
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Drake Portals - Account and Subscription Settings
- https://kb.drakesoftware.com/Site/Browse/16379/SecureFilePro-Account-and-Subscription-Settings-SFP
- On the Drake Portals website, follow these steps: Click on your username and choose Account Settings.; On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed.; Click Change Logo.; Browse to the graphic image you want to use, select the image file and click Open.; You are returned to the Firm Name and Logo …
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Drake Portals - Overview (e-Sign)
- https://kb.drakesoftware.com/Site/Browse/10307/Drake-Portals-SecureFilePro-Overview
- Drake Portals - SecureFilePro What is Drake Portals and what features are available? 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. It is web-based and works with most browsers and computers.
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All Results for Drake Portal Securefilepro
- https://www.convert2f.com/drake-portal-securefilepro
- Drake Portals provides your practice a secure website on the SecureFilePro.com domain where you and your clients can exchange confidential documents safely and conveniently. Spend less time printing, faxing, emailing and mailing returns and other documents. Just upload PDFs, and let your clients access at their convenience.
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Drake Portals - Account and Subscription Settings
- https://kb.drakesoftware.com/Site/Browse/16379/Drake-Portals-SecureFilePro-Account-and-Subscription-Settings-SFP
- Drake Portals - SecureFilePro Choose from the following frequently asked questions about Drake Portals - SecureFileProTM account settings: Forgotten Username or Password File Expiration Changing Domain Name (Portal Address) Adding or Changing a Logo Subscription Auto-Renewal Upgrading or Downgrading Subscription Cancelling Subscription
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Sign Online via SecureFilePro - drakesoftware.com
- https://www.drakesoftware.com/sharedassets/help/2020/sign-online-via-securefilepro.html
- Click the link SecureFilePro eSign Information and log in to the Drake Software support website to purchase eSignature Events You cannot choose to add a password to the upload as the document is already protected by SecureFilePro security measures. Optionally, you can add watermarks to the document Click Continue
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Portal Basics - Drake Software
- https://www.drakesoftware.com/service-learning/videos/portal-basics/
- Portal Basics This video demonstrates portal basics to the end user, including logging in, sharing files, and account settings. We invite Drake Portals (SecureFilePro) customers to share this video with taxpayers to promote secure communications with taxpayers. [CC] Other videos from the same category
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Drake Portals - Drake Tax Integration - Send or Receive Files
- https://kb.drakesoftware.com/Site/Browse/15258/SecureFilePro-Drake-Tax-Integration-Send-or-Receive-Files-SFP
- Log into Drake Portals. Note: The web application will be the URL of the SecureFilePro domain followed by "/connect". For example, domainname.securefilepro.com/connect. Click on the Files menu. Click on Upload File in the To Preparer section. A browse window opens. Locate and open the desired file (s).
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All Results for Securefilepro Sign In
- https://www.convert2f.com/securefilepro-sign-in
- To log in to your SecureFile Pro Portal Account: 1. You will receive an email from Precision Accounting. That email will contain your username and a link to access the portal account. Click that link. 2. You will be directed to the portal log-in. Your username will be pre-filled; just enter your password. More Info At www.precisionacct.com ››
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All Results for Drake Portals Secure File Pro
- https://www.convert2f.com/drake-portals-secure-file-pro
- Drake Portals provides your practice a secure website on the SecureFilePro.com domain where you and your clients can exchange confidential documents safely and conveniently. Spend less time printing, faxing, emailing and mailing returns and other documents. Just upload PDFs, and let your clients access at their convenience.
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Drake Client Portal - Interstate Tax Experts
- https://interstatetaxexperts.com/secured-client-portal/
- Drake Client Portal. Home. Drake Client Portal. Drake Portals (SecureFilePro) enables our tax firm and clients to have access to an easy and secure cloud solution to exchange confidential tax documents securely and conveniently. Sending files through mail, email or fax may leave our clients vulnerable to long delays or cyber threats. ...
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All Results for Securefilepro Login
- https://www.convert2f.com/securefilepro-login
- Drake Portals - SecureFilePro ... An existing client can reset their own password by using the Forgot UserName/Password link on their portal login page. In the Drake Tax Integration, you can reset a password by going to Drake Documents > Setup > SFP Settings > Clients tab > select client > Reset. More Info At kb.drakesoftware.com ››
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All Results for Securefilepro Portal
- https://www.convert2f.com/securefilepro-portal
- Drake Portals provides your practice a secure website on the SecureFilePro.com domain where you and your clients can exchange confidential documents safely and conveniently. Spend less time printing, faxing, emailing and mailing returns and other documents. Just upload PDFs, and let your clients access at their convenience.
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Drake to Debut SecureFilePro | Accounting Today
- https://www.accountingtoday.com/news/drake-to-debut-securefilepro
- December 07, 2011, 9:51 a.m. EST 1 Min Read Tax products and services provider Drake Software is readying the launch of SecureFilePro, an online document transfer portal that will be available in January. The application allows users to exchange documents such as tax returns and profit and loss statements with clients from their own Web site.
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Drake Support - Drake Software
- https://support.drakesoftware.com/
- If you are a current Drake Software customer, contact our accounting department at (828) 349-5900 for help filling out the renewal form below. If you are new to Drake Software, you can purchase online here, or fill out the New Sale pdf below and fax it to our sales department at (828) 369-9928 or call us at (800) 890-9500 .
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Drake Documents | Drake Software - Professional Tax Software
- https://www.drakesoftware.com/products/drake-documents/
- Free with Drake Tax, Drake Documents is an electronic filing cabinet for client tax documents, records and returns. It greatly reduces paper handling and storage needs for paper documents. You'll save money by using less paper and toner, and by cutting the staff time needed to search, sort and shuffle paper files.
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