#File secure pro pdf
#File secure pro update
#File secure pro software

We make every commercially reasonable effort to be fully compliant with rules under sections 67 of the Internal Revenue Code.

All data is maintained and backed-up on a regular schedule to provide adequate redundancy and ensure that the integrity of information is never jeopardized.

In addition, we use SSL to secure the transmission of data from the internet to our systems.

All data collected through our website is protected by a secure server.

This security measure is working when you see either the symbol of an unbroken key or closed lock (depending on your browser) on the bottom of your browser window. The SSL encryption is designed to make the information unreadable by anyone but us.

#File secure pro software

When you make a purchase on the Drake Software website, we use Secure Sockets Layer (SSL) encryption technology to safeguard your credit card information while it is being sent to us.What security measures are used by Drake Portals? The Drake Portals website times out after 15 minutes of inactivity.You must sign up for e-Pay Merchant Card Processing through EPS before you can process paymentsĭoes Drake Portals time-out? Can I change that setting? Note that you will be prompted to log in to the Drake Software Support website before accessing this link.įile Transfer, Connect Questionnaires, MessengerĪvailable through Non-refundable e-Sign Events, purchased separately Review more information and purchase e-Sign Events here.Use care when sending PDFs for signatures.

#File secure pro pdf

Each additional PDF that needs to be signed will require an additional e-Sign Event. Each e-Sign Event purchased will allow the taxpayer and/or spouse to fully sign a single PDF document, which can include multiple signature pages.The preparer must have sufficient e-Sign Events available for taxpayers to be able to sign PDFs that they receive through SFP. The signature option requires the purchase of e-Sign Events by the preparer. Documents can only be signed via SFP if enough e-Sign Events have been purchased and are available.The Drake e-Sign Online process requires the purchase of e-Sign Events.The e-Sign Online function is only available to Drake Tax customers.Drake e-Sign In Person allows you to have a client e-sign documents in your office with a signature pad. The Drake e-Sign Online process through SFP is different than using Drake e-Sign In Person.When using Drake e-Sign Online, remember:.See Related Links for details on signing up for e-Pay merchant card processing. Pricing depends on which program you choose. Merchant card processing through e-Pay functions through the new interface.*The e-Pay and Drake e-Sign Online features require additional fees. For an overview and demonstration of these features, watch the video Portal Overview. Provide clients with a website optimized for mobile devices and accessible with a standard web browser in iOS, Android, or on their computer.įunctionality varies depending on whether you are accessing Drake Portals through the website or through the Drake Tax integration in Drake Documents see Related Links below for details.Additional fees apply s ee below for details *.Capture remote e-Signatures with Drake e-Sign Online.

Questionnaires include Health Care Coverage, Due Diligence, Education Credits and Deductions, EIC, CTC, AOTC, and more.

#File secure pro update

The client can then update their demographic information and you can import that information into their return.

Some image files are also compatible with GruntWorx.

Clients may view and access only their own documents.

All transmissions are secured with 256-bit SSL encryption, and files are encrypted at rest on the server.

The site and client files are protected by tough, industry-standard security measures.

Unlimited firm accounts for staff/employees.

Be sure to bookmark this URL for future use.

A custom URL (website address) for your site.

Option to brand your site with your company’s logo and name.

Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or mailing returns and other documents to clients when they need a copy. It is web-based and works with most browsers and computers. What is Drake Portals and what features are available?ĭrake Portals on the SecureFilePro TM domain provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently.