Gevraagd door: Denis M
VRAAGSTELLER Algemeen

Drake Secure File Portal

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

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

20

Toegevoegd door: Madeline Clarke

Uitlegger

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

UNKNOWN

Maandelijkse bezoeken

0

Alexa Rank

UNKNOWN

Populair in

Up

Service status

Toegevoegd door: Michelle Bernabe-salazer

Uitlegger

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

UNKNOWN

Maandelijkse bezoeken

0

Alexa Rank

UNKNOWN

Populair in

Up

Service status

Toegevoegd door: Susan Symons

Uitlegger

Drake Portals - SecureFilePro

11 rijen · Drake does not target individuals with its professional products and services. When …
Url: https://kb.drakesoftware.com/Site/Browse/74
Drake Portals - SecureFilePro

UNKNOWN

Maandelijkse bezoeken

0

Alexa Rank

UNKNOWN

Populair in

Up

Service status

Toegevoegd door: Michael Loke

Uitlegger

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/SecureFilePro-Client-Setup-SFP
Drake Portals - Client Setup (Security and Passwords)

UNKNOWN

Maandelijkse bezoeken

0

Alexa Rank

UNKNOWN

Populair in

Up

Service status

Toegevoegd door: Guy Gadney

Uitlegger

Using Drake Portals (SecureFilePro™) in Drake Accounting ...

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 …
Url: https://kb.drakesoftware.com/Site/Browse/15765/Using-Drake-Portals-SecureFilePro-in-Drake-Accounting-DAS
Using Drake Portals (SecureFilePro™) in Drake Accounting ...

UNKNOWN

Maandelijkse bezoeken

0

Alexa Rank

UNKNOWN

Populair in

Up

Service status

Toegevoegd door: Louis Klaassen

Uitlegger

Drake Portals - Drake Tax Integration - Send or Receive Files

The Drake Portals Pane displays in the lower right. Enter your Drake Portals Username and Password in the Drake Portals Pane, and then click Login. You will automatically land on the Files tab where you’ll click on Documents from Preparer to open that folder.
Url: https://kb.drakesoftware.com/Site/Browse/15258/SecureFilePro-Drake-Tax-Integration-Send-or-Receive-Files-SFP
Drake Portals - Drake Tax Integration - Send or Receive Files

UNKNOWN

Maandelijkse bezoeken

0

Alexa Rank

UNKNOWN

Populair in

Up

Service status

Toegevoegd door: Rob Pfau

Uitlegger

Portal Basics - Drake Software

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

UNKNOWN

Maandelijkse bezoeken

0

Alexa Rank

UNKNOWN

Populair in

Up

Service status

Toegevoegd door: Michael Murby

Uitlegger

Linking Drake & SecureFilePro - Drake Software

Linking Drake & SecureFilePro Follow these instructions to link your copy of Drake Tax to your SecureFilePro portal account. Other videos from the same category User Accounts Learn how to setup user accounts for DrakeSoftware.com domain. [CC] Quick Start Tutorial
Url: https://www.drakesoftware.com/service-learning/videos/linking-drake-securefilepro/
Linking Drake & SecureFilePro - Drake Software

UNKNOWN

Maandelijkse bezoeken

0

Alexa Rank

UNKNOWN

Populair in

Up

Service status

Toegevoegd door: Washington Vudzi

Uitlegger

Drake Portals - Account and Subscription Settings

On the Drake Tax Integration, follow these steps: Open Drake Tax and go to Documents. Drake Documents opens. Go to Setup SFP Settings. On the Account tab click Change below Firm Logo. Browse to your desired logo and click Open. Settings are saved automatically. How does the Drake Portals auto-renew feature work?
Url: https://kb.drakesoftware.com/Site/Browse/16379/SecureFilePro-Account-and-Subscription-Settings-SFP
Drake Portals - Account and Subscription Settings

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

SecureFilePro Client Settings

SecureFilePro Client Settings

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: Walston Advisory Firm

Uitlegger

Drake Portals - Quick Walkthrough

Drake Portals - Quick Walkthrough
Soortgelijke vraagt
Onlangs bezocht