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Drake Portals Client Profile

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

Laatst bijgewerkt: 2022-02-06 14:05:19

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Toegevoegd door: Lease Link Property Consultants Pty Ltd

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Drake Portals - Employee and Client Settings (Security and ...

Log into your Drake Portals Account. Expand the Client section and locate the client. Under the Actions column, select the icon, and choose Activation Email . …
Url: https://kb.drakesoftware.com/Site/Browse/16381/Drake-Portals-Employee-and-Client-Settings
Drake Portals - Employee and Client Settings (Security and ...

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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). Apply any filters as needed.
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: George Pispini

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Drake Portals - Drake Tax Integration - Connect ...

From the Drake Portals pane of Drake Documents, you can do all of the following: Upload and download client files Upload client information through Client Profile (1040) Collect client information through Questionnaires - Fillable Web Forms View the status of e-Sign Events through Signatures (1040) Bill a client through Payment Notifications
Url: https://kb.drakesoftware.com/Site/Browse/15260/Drake-Portals--Drake-Tax-Integration-Connect-Functionality
Drake Portals - Drake Tax Integration - Connect ...

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Toegevoegd door: Madeline Clarke

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Drake Portals | Drake Software – Professional Tax Software

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.
Url: https://www.drakesoftware.com/products/drake-portals/
Drake Portals | Drake Software – Professional Tax Software

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Toegevoegd door: Greg Norman

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Drake Portals - Website - Connect Functionality

Log in to Drake Portals. Click on your username in the top right. Select Account Settings. Go to the Connect Features tab. Click to enable or disable the listed features. A checkmark indicates enabled while an X indicates the feature is disabled. Client Profile Checklist Questionnaires Messenger Sign Forms Payment
Url: https://kb.drakesoftware.com/Site/Browse/16941/Drake-Portals-Website-Connect-Functionality
Drake Portals - Website - Connect Functionality

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Toegevoegd door: Michelle Bernabe-salazer

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Drake Portals - Overview (e-Sign)

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.
Url: https://kb.drakesoftware.com/Site/Browse/10307/Drake-Portals-SecureFilePro-Overview
Drake Portals - Overview (e-Sign)

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Toegevoegd door: Martin Boland

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Portal Access and Login (DAS) - Drake Software

The Drake Accounting Portals Guide is available on the support website under Support Documents Manuals . 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 ...
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: 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: Tania Vagnoni

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Drake Accounting Portals Guide - Drake Software

In Drake Accounting, make the client you want to sync to Portals the active client. 2. Go to Firm Portal Setup. 3. Make sure Manually Sync is selected. 4. Select a Syncing Conflict Priority. 5. Click Sync Now. 6. A message will display saying "The syncing process has successfully finished." 7. …
Url: https://dasapps.drakesoftware.com/Deployment/Manual/2020DrakeAccountingPortalsGuide.pdf
Drake Accounting Portals Guide - 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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Drake Portals Reports

Drake Portals Reports

Toegevoegd door: Drake Software

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Printing to Drake Document Manager

Printing to Drake Document Manager
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