WebFollow these instructions to link your copy of Drake Tax to your SecureFilePro portal account. Skip to main content Site Map. Menu. Sales: (800) 890-9500 Sign In. Home; … WebSave the documents you want to upload to a location to which you can easily browse. Open your browser and log in to your Drake Portals website. On the Home window, select the client from the Clients section. Under the From Preparer section, click the Upload icon. Select the file to be uploaded and click Open.
Drake Portals - SecureFilePro
WebDrake Portals Drake Portals Work remotely with clients using your own secure web portal. Other videos from the same category Web7 gen 2024 · The following table lists various tools you can use with Drake Tax software: Add-ons. Use. Drake Accounting. Accounting and payroll. Drake Portals (SecureFilePro) Secure file exchange. GruntWorx. Automation of data entry, source file organizations, and investment trades from within the Drake Document manager. hair master covington wa
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Web16 gen 2024 · 1 Price includes additional features such as a website, besides the secure client portal. 2 Pricing is not transparent on provider website and is obtained from other sources.. Standalone Secure Client Portals. These products offer a portal by itself. They can usually be easily integrated into your website. Files produced by your tax, payroll, or … Web23 set 2024 · Client portals for accountants, such as TitanFile, offer free client accounts with two-factor authentication and data retention, so client collaboration is made easy and secure. Therefore, if you require an online client portal that serves the best interest of you and external clients, you may need to look elsewhere. 5. TitanFile WebDrake Portals Overview Drake Software 5.09K subscribers Subscribe Like Share 6.1K views 2 years ago Drake Portals Learn how to use Drake Portals to work with your … hair massager that works