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Drake Software Client Portal

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

Laatst bijgewerkt: 2022-02-05 13:11:18

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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: 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: Martin Boland

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Portal Access and Login (DAS) - Drake Software

To access the Drake Accounting® Portal, employers will navigate to https://dasapps.drakesoftware.com/. It is recommended that all users set up a bookmark in their internet browser to access this URL. The Drake Accounting Portals Guide is available on the support website under Support Documents Manuals .
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: Michelle Bernabe-salazer

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Drake Portals - Overview (e-Sign) - Drake Software

Drake Portals - SecureFilePro 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) - 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: Robert Spence

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Drake Software – Professional Tax Software

Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. See why professional preparers vote Drake #1 year after year.
Url: https://www.drakesoftware.com/
Drake Software – Professional Tax Software

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Toegevoegd door: Delsie Cook

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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. Click OK. To automatically sync records, complete ...
Url: https://dasapps.drakesoftware.com/Deployment/Manual/2021DrakeAccountingPortalsGuide.pdf
Drake Accounting Portals Guide - Drake Software

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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.
Url: https://kb.drakesoftware.com/Site/Browse/15113/Portal-Overview-DAS
Portal Overview (DAS) - Drake Software

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Toegevoegd door: Chanelle Pearson

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Login Screen - Drake Software

Login: User Name or Email: Password: Forgot your password?
Url: https://dasapps.drakesoftware.com/
Login Screen - 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: Ace Cloud Hosting

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6 Reasons Why You Should Host Drake Software On Cloud

6 Reasons Why You Should Host Drake Software On Cloud
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