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Why Use Drake Portals

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Laatst bijgewerkt: 2022-02-05 18:21:17

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Toegevoegd door: Madeline Clarke

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Drake Portals | Drake Software – Professional Tax …

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

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Toegevoegd door: Michelle Bernabe-salazer

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Drake Portals - Overview (e-Sign)

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)

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Toegevoegd door: Moses Younis

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Drake Portals Plans – Image Description | Drake Software ...

Drake Portals is available with the following plans and features: Monthly Plan. Costs $14.95 per month. Includes 5 Gb of file transfer space. Add additional storage for $9.95/month per 25 Gb. Yearly Plan. Costs $149.95 per year. Includes 5 Gb of file transfer space. Add additional storage for $99.95/year per 25 Gb. Trial – You may use Drake ...
Url: https://www.drakesoftware.com/products/drake-portals/drake-portals-plans-image-description/
Drake Portals Plans – Image Description | Drake Software ...

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Toegevoegd door: Tullio Curcio

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Drake Portals - Client Setup (Security and Passwords)

If Drake Portals will only be used to transfer files and sign documents, you can simply upload a file to the client and the invitation email will be sent. Create a Drake Portals Account for a Current Drake Tax Client. Open the client’s return in Drake Tax.
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: Chester Wayn

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Drake Portals - Folder Options

Drake Portals allows you to post informational documents for public review by anyone logged in to your portal, or for private review only by your logged in employees. The PUBLIC folder allows review by all clients and office employees with portal access. A PUBLIC folder document appears in every portal user's PUBLIC folder.
Url: https://kb.drakesoftware.com/Site/Browse/16384/Drake-Portals-Folder-Options
Drake Portals - Folder Options

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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: 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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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: Janna OP

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Tyler1 reacts to Hextech Drake PORTALS

Tyler1 reacts to Hextech Drake PORTALS
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