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Drake Client Portal

Link van Drake Client Portal pagina wordt hieronder gegeven. Pagina's met betrekking tot Drake Client Portal worden ook vermeld.

Laatst bijgewerkt: 2022-02-05 13:11:32

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Toegevoegd door: Tullio Curcio

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Drake Portals - Client Setup (Security and Passwords)

Open Drake Documents and go to Settings Clients tab New Client (s) button. This will load the client creation window. Choose Create under the Create Batch Drake Portals Clients section at the bottom of the window. The Report Manager window opens. Select the relevant report such as Client List (All Clients).
Url: https://kb.drakesoftware.com/Site/Browse/15363/Drake-Portals-Client-Setup
Drake Portals - Client Setup (Security and Passwords)

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Toegevoegd door: Madeline Clarke

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Drake Portals | Drake Software – Professional Tax Software

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. Features to help you better serve clients who don’t come into the office:
Url: https://www.drakesoftware.com/products/drake-portals/
Drake Portals | Drake Software – Professional Tax Software

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Toegevoegd door: Martin Boland

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Portal Access and Login (DAS) - Drake Software

Users of Drake Accounting® can access the portal by going to: Firm Portal Setup Access Portal. Employees Payroll Portal Batch Access Portal. Help Web Links Access Portal. This will bring you to the login page for the Drake Accounting® Portal. Sign in with your username or email along with your password.
Url: https://kb.drakesoftware.com/Site/Browse/15133/Portal-Access-and-Login-DAS
Portal Access and Login (DAS) - Drake Software

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Toegevoegd door: Chester Wayn

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Drake Portals - Folder Options

From your Drake Portals website: Expand the Clients menu. Select the client and open the client default folder in which you want to add a custom folder. Click the Add Folder icon. On the Create Folder window, name the new folder and click Submit. To rename or delete the new folder, locate the actions icon to the right of the folder and then ...
Url: https://kb.drakesoftware.com/Site/Browse/16384/Drake-Portals-Folder-Options
Drake Portals - Folder Options

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Toegevoegd door: Kyle Grundy

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Drake Client Portal - Interstate Tax Experts

Drake Portals gives us the reassurance that any documents sent by our clients, and vice versa, are encrypted and secured. If you are interested to sign up for Drake Portals to send/receive your tax documents securely or if you would like to file your return remotely using Drake Portal service, please contact us today at 347-484-9079 to register.
Url: https://interstatetaxexperts.com/secured-client-portal/
Drake Client Portal - Interstate Tax Experts

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Toegevoegd door: Michelle Bernabe-salazer

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Drake Portals - Overview (e-Sign)

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. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or ...
Url: https://kb.drakesoftware.com/Site/Browse/10307/Drake-Portals-SecureFilePro-Overview
Drake Portals - Overview (e-Sign)

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Toegevoegd door: Rob Pfau

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Portal Basics - Drake Software

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]
Url: https://www.drakesoftware.com/service-learning/videos/portal-basics/
Portal Basics - Drake Software

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Toegevoegd door: Tanya Djukic

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Drake Portals - Uploading Documents for Client Pickup ...

Whenever you print to Drake Documents with the Drake PDF printer, select the Upload to Client's Portal (Upload to SecureFileProTM in Drake19 and prior) option to upload the selected documents to the client's Drake Portals folder. After the PDF is printed, a dialog box displays the client's Drake Portals folders. Select Documents from Preparer.
Url: https://kb.drakesoftware.com/Site/Browse/10423/Drake-Portals-Uploading-Documents-for-Client-Pickup
Drake Portals - Uploading Documents for Client Pickup ...

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Toegevoegd door: David Macrae

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Portal Overview (DAS) - Drake Software

The Drake Accounting ® Portal is a web-based service designed to let employers supply their employee information directly rather than you having to enter it in DAS. It lets your client send employee information to a secure Drake web site that you can access with Drake Accounting ® to update your client’s current information. This includes time card information from which …
Url: https://kb.drakesoftware.com/Site/Browse/15113/Portal-Overview-DAS
Portal Overview (DAS) - Drake Software

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Toegevoegd door: Drake Software

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Drake Portals Overview

Drake Portals Overview

Toegevoegd door: Drake Software

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What is a Drake Portal?

What is a Drake Portal?

Toegevoegd door: Drake Software

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Drake Portals Preparer Site

Drake Portals Preparer Site

Toegevoegd door: Drake Software

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Portal Overview

Portal Overview

Toegevoegd door: Drake Software

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Portal Basics

Portal Basics

Toegevoegd door: Drake Software

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Drake Portals

Drake Portals

Toegevoegd door: Drake Software

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e Pay & Drake Portals

e Pay & Drake Portals

Toegevoegd door: Walston Advisory Firm

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Drake Portals - Quick Walkthrough

Drake Portals - Quick Walkthrough

Toegevoegd door: Drake Software

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Client Setup

Client Setup
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