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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 ...
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Drake Software – Professional Tax Software
- https://www.drakesoftware.com/
- Drake Portals (SecureFilePro) provides secure file exchange for your practice, so you and your client can exchange tax documents securely and conveniently. More ...
- Status:Page Online
Drake Portals - Overview (e-Sign)
- https://kb.drakesoftware.com/Site/Browse/10307/Drake-Portals-Overview
- Drake Portals on the SecureFileProTM domain provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax ...
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Drake Portals - Drake Tax Integration - Send or Receive Files
- https://kb.drakesoftware.com/Site/Browse/15258/Drake-Portals-Drake-Tax-Integration-Send-or-Receive-Files
- Integration of Drake Portals into Drake Documents via the Drake Portals (SecureFilePro in Drake19 and prior) pane allows quicker and easier access to Drake ...
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Drake Portals - Client Setup (Security and Passwords)
- https://kb.drakesoftware.com/Site/Browse/15363/Drake-Portals-Client-Setup
- 15363: Drake Portals - Client Setup · Open Drake Documents and go to Settings > Clients tab > New Client(s) button. · Choose Create under the Create Batch Drake ...
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Drake Portals - Drake Tax Integration - Connect Functionality
- https://kb.drakesoftware.com/Site/Browse/15260/Drake-Portals--Drake-Tax-Integration-Connect-Functionality
- How do I use the Drake Portals Pane in Drake Documents to interact with my ... the results of the questionnaires can be imported into the tax software.
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Drake Portals and Drake e-Sign Events - Plans and Pricing
- https://kb.drakesoftware.com/Site/Browse/16066/Drake-Portals-and-Drake-eSign-Events-Plans-and-Pricing
- 16066: Drake Portals and Drake e-Sign Events - Plans and Pricing · Monthly Plan. Costs $14.95 per month. Includes 5 Gb of file transfer space. Add additional ...
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