Gevraagd door: Leia Dillon
VRAAGSTELLER Algemeen

Drake Portal Setup

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

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

12

Toegevoegd door: Tullio Curcio

Uitlegger

Drake Portals - Client Setup (Security and Passwords)

Create a Drake Portals Account for a Current Drake Tax Client Open the client’s return in Drake Tax. Click the Documents button on the top of the Data Entry screen. After Drake Documents opens, click the Create button in the Drake Portals pane. Enter the client’s email address. Check the Send activation email box. Click Create.
Url: https://kb.drakesoftware.com/Site/Browse/15363/Drake-Portals-Client-Setup
Drake Portals - Client Setup (Security and Passwords)

UNKNOWN

Maandelijkse bezoeken

0

Alexa Rank

UNKNOWN

Populair in

Up

Service status

Toegevoegd door: Lynn Russell

Uitlegger

Portal User Setup (DAS) - Drake Software

The User Setup screen is only visible by the administrative user. To get started, select the Active Client (at the top of the screen). Go to User User Setup. The list of existing users will be shown. Click New. Complete the following demographic fields for the new user: Login Name First Name Last Name Email
Url: https://kb.drakesoftware.com/Site/Browse/15219/Portal-User-Setup-DAS
Portal User Setup (DAS) - Drake Software

UNKNOWN

Maandelijkse bezoeken

0

Alexa Rank

UNKNOWN

Populair in

Up

Service status

Toegevoegd door: Justine Rasink

Uitlegger

Drake Zero - Drake Portals Setup

Click Setup Drake Portals Setup: The window refreshes. Complete the Account number, Username, and Password fields (use your Drake Portals - SFP credentials). Click Link Account. If the account needs to be unlinked at any time, click Unlink Account: Taxpayer Setup: After you have linked your Drake Zero and Drake Portal accounts, you can ...
Url: https://kb.drakesoftware.com/Site/Browse/17522/Drake-Zero-Drake-Portals-Setup
Drake Zero - Drake Portals Setup

UNKNOWN

Maandelijkse bezoeken

0

Alexa Rank

UNKNOWN

Populair in

Up

Service status

Toegevoegd door: Nicole Schild

Uitlegger

Drake Portals - Client Setup - Drake Software

Create a Drake Portals Account for a Current Drake Tax Client Open the client’s return in Drake Tax. Click the Documents button on the top of the Data Entry screen. After Drake Documents opens, click the Create button in the Drake Portals pane. Enter the client’s email address. Check the Send activation email box. Click Create.
Url: https://kb.drakesoftware.com/Site/Print15363.aspx
Drake Portals - Client Setup - Drake Software

UNKNOWN

Maandelijkse bezoeken

0

Alexa Rank

UNKNOWN

Populair in

Up

Service status

Toegevoegd door: Laila Franzen

Uitlegger

Drake Portals - Account and Subscription Settings

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.
Url: https://kb.drakesoftware.com/Site/Browse/16379/Drake-Portals-Account-and-Subscription-Settings
Drake Portals - Account and Subscription Settings

UNKNOWN

Maandelijkse bezoeken

0

Alexa Rank

UNKNOWN

Populair in

Up

Service status

Toegevoegd door: Madeline Clarke

Uitlegger

Drake Portals | Drake Software – Professional Tax Software

Easy to use – Drake Portals is web-based, and works with just about any browser and computer. Uses folders and files, just like your computer. Uploading, downloading, renaming, and deleting files is simple, obvious and quick. Drake Tax cloud backup – You can now also use Drake Portals to back up your Drake Tax files.
Url: https://www.drakesoftware.com/products/drake-portals/
Drake Portals | Drake Software – Professional Tax Software

UNKNOWN

Maandelijkse bezoeken

0

Alexa Rank

UNKNOWN

Populair in

Up

Service status

Toegevoegd door: Martin Boland

Uitlegger

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

UNKNOWN

Maandelijkse bezoeken

0

Alexa Rank

UNKNOWN

Populair in

Up

Service status

Toegevoegd door: Dimitra Pitiris

Uitlegger

Drake Portals - Drake Tax Integration - Settings & Reports

To access settings, click on the settings icon (gear) in the upper right corner of the Drake Portals - SFP pane or go to Setup SFP Settings from the Drake Documents home window. There are seven tabs on the settings window: Account – Customize elements of your Account Email – Customize the content of Emails Clients – Search for Clients’ details
Url: https://kb.drakesoftware.com/Site/Browse/15910/Drake-Portals-Drake-Tax-Integration-Settings-Reports
Drake Portals - Drake Tax Integration - Settings & Reports

UNKNOWN

Maandelijkse bezoeken

0

Alexa Rank

UNKNOWN

Populair in

Up

Service status

Toegevoegd door: Drake Software

Uitlegger

Drake Portals Overview

Drake Portals Overview

Toegevoegd door: Drake Software

Uitlegger

What is a Drake Portal?

What is a Drake Portal?

Toegevoegd door: Drake Software

Uitlegger

Drake Portals Preparer Site

Drake Portals Preparer Site

Toegevoegd door: Drake Software

Uitlegger

Portal Overview

Portal Overview

Toegevoegd door: Drake Software

Uitlegger

Portal Basics

Portal Basics

Toegevoegd door: Drake Software

Uitlegger

Drake Portals

Drake Portals

Toegevoegd door: Drake Software

Uitlegger

e Pay & Drake Portals

e Pay & Drake Portals

Toegevoegd door: Drake Software

Uitlegger

Setting Up Your Drake Demo

Setting Up Your Drake Demo

Toegevoegd door: Drake Software

Uitlegger

Firm Setup

Firm Setup
Soortgelijke vraagt
Onlangs bezocht