Our detailed Tax Organizers are available for you to download and bring to your tax interview. They provide valuable information to help ensure you and your preparer cover all areas relevant to your unique tax situation. Dec 31, 2016 - The naming format Drake Tax uses for storing forms, schedule, worksheets, and other documents has been After your tax delivery appointment you will receive an email with a link to download your tax return securely using the “Guest File Transfer” option, or you can click on the secure link above. Simply follow the instructions within your… Also, if you prefer our longer version of this questionnaire from prior years it can still be found on our website. Access to this section of our website is reserved for clients who have requested our services. This is a secure extension of our website designed to allow If your clients don’t regularly get email notifications from the IRS, then you can pass along these basic steps. 4. You had wages of $108.28 or more from a church or qualified church-controlled organization that is exempt from employer Social
To upload files for a specific client in SecureFilePro TM (SFP), you have three can also upload public documents to the Public folder for any client to download.
your SecureFile Pro Login. It is a quick and easy way for you to upload or download files at any time, from any com security measures. SecureFilePro 14 Dec 2018 From the 2018 reviews of Document Management and Documents All documents in SecureFilePro are exchanged in PDF to prevent A complete user's manual is also available to access or download if necessary. Once signed in, the client can receive the message, view or download files. Depending on the portal and industry, the client may also be able to take other 9 Jun 2016 How to activate Secure File Pro - Drake Portal for Peter A. Burgos CPA, PC www.pburgoscpa.com. Download a file. On your Android phone or tablet, open the Google Drive app. Next to the file's name, tap More More and then Download. Access and sync your files anywhere. app to access all of your files from your Android or iOS device. Get it on Google Play Download on the Apple App Store
User`s Manual - Drake Software | manualzz.com
You can always sign-in to SecureFilePro, and navigate to the uploaded file directly. Electronic file sharing and client portal integration: Whether the tax software helps gather information from and send completed tax returns to clients digitally, including printing returns to a client portal, or have clients fill out a… For our clients that we are working with remotely, we use a secure file exchange web portal for you to upload your tax documents instead of via email. Secure File Pro is a service of Drake Software, a professional tax and accounting software provider that we've used for years to securely prepare and e-file your returns.
Drake Software is loaded with features to help you quickly and efficiently prepare and process returns. So you can stay focused on the important stuff — working with clients and building your business.
User`s Manual - Drake Software | manualzz.com SecureFilePro is a secure client file exchange web portal, letting you and your clients exchange confidential documents securely and conveniently. You can always sign-in to SecureFilePro, and navigate to the uploaded file directly. Electronic file sharing and client portal integration: Whether the tax software helps gather information from and send completed tax returns to clients digitally, including printing returns to a client portal, or have clients fill out a… For our clients that we are working with remotely, we use a secure file exchange web portal for you to upload your tax documents instead of via email.
After your tax delivery appointment you will receive an email with a link to download your tax return securely using the “Guest File Transfer” option, or you can click on the secure link above. Simply follow the instructions within your… Also, if you prefer our longer version of this questionnaire from prior years it can still be found on our website. Access to this section of our website is reserved for clients who have requested our services. This is a secure extension of our website designed to allow If your clients don’t regularly get email notifications from the IRS, then you can pass along these basic steps. 4. You had wages of $108.28 or more from a church or qualified church-controlled organization that is exempt from employer Social Combining the power of Drake Tax Software with advanced cloud computing technology, Drake Hosted helps accounting and tax professionals prepare and file tax returns at anytime from anywhere.
To upload files for a specific client in SecureFilePro TM (SFP), you have three can also upload public documents to the Public folder for any client to download.
Download a file. On your Android phone or tablet, open the Google Drive app. Next to the file's name, tap More More and then Download. Access and sync your files anywhere. app to access all of your files from your Android or iOS device. Get it on Google Play Download on the Apple App Store Keep track of your downloaded files in Opera Touch. Open files directly from the browser without having to search for them in your phone's file manager.