On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. If they’re not set up, see Related Links below for instructions on client setup. ProConnect Tax Online: Best for QuickBooks Online ProAdvisors. Type your message in the text field, then click Send. 5. Enter your Drake Portals Username and Password in the Drake Portals Pane, and then click Login. You have four ways to send or receive files: Preparer – Sending a File. DrakeSoftware. You can delete an individual client through the Drake Portals website. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. It is extremely slow and very difficult for users to use. Backup Online to SecureFilePro. 2 months. Select the relevant report such as Client List (All Clients). From the Products menu, select Drake Portals. View the completed return and select the pages that should be included in the eSignature PDF. 11391: 709 - Gift Tax Return Overview. It is web-based and works with most browsers and computers. Lacerte: Best for complex returns, such as consolidations. Title. Your site may be accessed anywhere the Internet is available. We invite Drake Portals (SecureFilePro) customers to share this video with taxpayers to promote secure communications with taxpayers. Drake Software offers various platforms for tax preparation, including Drake on the Desktop, Drake Tax, Drake Accounting, and Drake Documents. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. Enter a Name in the Name field. Clearing this option applies to all documents you print with the Drake PDF printer. Backing up Online to SecureFilePro When using the automatic backup feature of saving custom backups, Drake Tax clients who want to store their files at an off-site location, can now back up their files to SecureFilePro. Clients and taxpayers that use Drake Portals are. Other videos from the same category Follow these. An email will be sent to verify your identity when you log in from a new device. 17730: 1040 - K1P Box 20 Code AG. See below for steps on deleting backups that are stored in Drake Portals. More information is available on the Drake Portals page. The client will: Navigate to your Drake Portals website and locate the Guest Exchange panel: Click Upload. Modified Date. CPE Training x42. If your account is terminated for failing to upgrade to a paid subscription, the subdomain you chose will be recycled. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. under the Guest Exchange and complete the displayed page. To send a file to someone who does not have a Drake Portals account, click on the Guest Exchange icon in the Drake Portals - SecureFilePro Pane of Drake Documents, then: In the Recipient Email pane, click on a blank row under Email. 1 year. SecureFileProTM provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. Select Rename Folder or Delete Folder from the. See why professional preparers vote Drake #1 year after year. Preparer – Receiving a File. You can also print to a real printer at this step if desired. Search for "SecureFilePro. Select the Form & Schedule Options tab. 1 month. Drake Portal users access the Preparer portal site by logging in to their Drake Portals website (InsertYourSiteName. Bill a client through Payment. Browse to the graphic image you want to use, select the image file and click Open. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. It rapidly grew from a family tax practice into a national brand by providing tax professionals with. Drake Software Classroom Training Drake Documents and SecureFileProTM Webcast Course Description: This 4-hour webcast covers the ins and outs of Drake Documents and SecureFilePro. Optional: Password protect. Calculation results and full return view just a click away. Email. The free trial is 14 days from the date you sign up. Drake Portals - SecureFilePro. . If you need assistance renewing Drake Tax, please call our Accounting team at (828) 349-5900. CONS. 10523: Shipment Letter for Drake Software Release. If you need assistance, you can contact Drake Support by phone, email, or chat. Shortcut keys and macros simplify data entry and reduce keystrokes. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Under Email. Don’t have an account? Upload or Download files here. Preparer – Receiving a File. Drake Portals - SecureFilePro How do I set up Multi-factor Authentication for Drake Portals (SecureFilePro TM )? With the move to a single-sign on model, your entire account is. Your site may be accessed anywhere the Internet is available. Javascript mus22t be enabled for the correct page displayDrake Software Blog Team - November 16, 2023. 1 month. View the completed return and select the pages that should be included in the eSignature PDF. 98 / 5 stars vs ProSeries Tax which has 152 reviews and a rating of 4. Click Print. Files you download through your browser are saved to your browser's default location, unless you select another location. Drake Software Classroom Training Drake Documents and SecureFileProTM Webcast Course Description: This 4-hour webcast covers the ins and outs of Drake Documents and SecureFilePro. Open Drake Documents and go to Settings > Clients tab > New Client (s) button. 11507: Form 843 - Claim for Refund and Request for Abatement. In Drake Accounting, make the client you want to sync to Portals the active client. The Drake User Account website, Support. Drake Portals - SecureFilePro Choose from the following frequently asked questions about folders available in Drake Portals: Adding, Deleting, and Renaming Custom FoldersDrake Software conducted a comprehensive survey involving over 1,000 tax professionals to understand their pricing strategies for the upcoming 2023 tax filing. Choose Create under the Create Batch Drake Portals Clients section at the bottom of the window. Exchange messages with your client; Export a transcript of your conversations (from the Drake Documents integration only) To disable messaging for all clients, go to Drake Documents > Setup > SFP Settings > Connect Features tab > uncheck the Messenger box > the Settings Saved message displays >. Drake Portal Orders. Direct transfer of images or documents captured on the Drake Portals client’s mobile device. For help using Drake Portals, go to the Drake Software Knowledge Base and review articles in the Drake Software > Drake Portals - SecureFilePro category on the Browse tab, or search Drake Portals. 10 - Drake22 Updates New 11763: Attachments for e-Filing - General InformationHow do I use the Drake e-Sign Online function in Drake Portals - SecureFilePro TM? Starting with Drake17, both current and prior year returns can be signed via Drake e-Sign Online. Loading; Loading the requested domain. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. A copy of the document appears in the client's From Preparer folder. Drake Tax cloud backup – You can now also use Drake Portals to back up your Drake Tax files. Sign up for a SecureFilePro Account. Click the eSign button. Click the link SecureFilePro eSign Information. Click the link eSign Information. Optional: Password protect. SecureFilePro is a cloud-based service that allows you to exchange files with your clients securely and conveniently. “Single sign-on” allows users to sign in to multiple accounts with one set of credentials. ". View the completed return and select the pages that should be included in the eSignature PDF. ScheduleC x39. Drake 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. Deleting a Batch of Clients:One of the things that Gary attributes to his company’s continuing success is his tax preparation software: “I recommend Drake Tax anytime I get the chance. To manually sync records, complete the following: 1. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. Pros: Drake is a very affordable tax preparation software that doesn't nickel and dime you for every feature. Drake Portals. On the Files tab in the Drake Portals pane, select the destination folder. Type your message in the text field, then click Send. Direct transfer of images or documents captured on the Drake Portals client’s mobile device. Click Upload File (s). Click the eSign button. Notifications. Second, sign with eSignature events. 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. 14454: State, AMT, and Book Depreciation Amounts Not Updating from Prior Year. Drake recommends using Drake Portals – SecureFilePro TM to securely send and receive sensitive data instead. SFP provides the secure transfer of files and information between you and your clients including: Drag and drop file transfer from Drake Documents to clientsEmail Footer - Click edit to customize the text that appears at the bottom of all emails sent to clients from Drake Portals. Select a category below or click. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. After downloading SecureFilePro ® on Google Play or the Apple App Store, clients can simply login with the email address they use to access their client portal. The software verifies individuals are at least 18 years old prior to uploading signable documents to Drake Portals. Modified Date. Click Configure Automatic Backups. Taxpayers can download the mobile app from the Google Play Store and the Apple App Store. Included in Drake Portals. Shipping Address * Shipping Address (cont. . In the New Exchange window, enter the following items: Recipient (s) Email Address. . To offer your customers the ability to sign documents remotely, check out Drake E-Sign – Online. 1040. See why professional preparers vote Drake #1 year after year. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. We would love to talk more about how Drake Portals and the SecureFilePro app can streamline tax season for you and your client base. Click the eSign button. To rename or delete the folder, select it in the Drake Portals pane and right click. Type your message in the text field, then click Send. You can send the customer documents via Drake Portals (SecureFilePro), and the customer can sign them on their mobile device or computer. You can also use. W2 x103. From this section, the taxpayer will click on Pay and. Browse to the graphic image you want to use, select the image file and click Open. Settings are saved automatically. Set file expiration dates and customize default expiration dates. Enter the New folder name and click OK. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. The Drake Portals Pane displays in the lower right. Under Email. Drake Accounting is a ground-up rebuild of Drake Software's Accounting/Payroll application using the latest in computer technology. View the completed return and select the forms that should be included in the PDF for e-signing. The app will display a six-digit code. If you need assistance, you can contact Drake Support by phone, email, or chat. If accessing your Drake Portals client documents via the Drake Portals Pane in Drake Documents, follow these steps:Backup Online to SecureFilePro. For example, choose Documents from Preparer. Monitor. In use by hundreds of Drake Software customers, SecureFilePro offers a more secure way to send files to clients (tax return and other documents)and receive files from clients (W2, Organizer, etc. SECUREFILEPRO SecureFileProTM, an HTTPS file-sharing site, allows you to send and receive documents on your own secure WebFrom the Messenger tab of Drake Portals, you can:. Select the radio button Sign online via SecureFilePro. Taxpayer Portal Basics. You can further increase the security of your account by using an authenticator app, such as Google Authenticator. The preparer's e-signature is not applied via this process; it is only designed to gather the taxpayers' electronic signatures. Enter the New folder name and click OK. In order to upload a new file to the Outgoing Files section, follow the steps below: Log into Drake Portals. For more information, see the developer’s. • The portal provides you with a secure way to exchange confidential. Your site may be accessed anywhere the Internet is available. Receive email the first time. internet access (e. CONS. Documents for a selected client display on the upper right, in the Documents Pane. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. Drake Portals is a web-based service that lets you create a secure website on the SecureFilePro. Create, organize and find documents, without ever needing a paper copy. com [email protected] speed you need – Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. 10. Password. 8020 > DrakeSoftware. Taxpayers can download the mobile app from the Google Play Store and the Apple App Store. In the last 30 days, the app was downloaded about 470 times. Learn how to access, manage, and customize your portals account, as well as troubleshoot common issues and questions. 12109: Enterprise Office Manager (EOM) 2 years. . To download a file, open Drake Documents and locate the client in the left tree menu. 1 year. Drake Tax offers two platforms: A desktop version and a web-hosted version called Drake Tax in the Cloud. 2. Second, sign with eSignature events. This setting is found in Drake Documents > Setup > SFP Settings > Employees tab. 1 month. At the top, click Create New Exchange. You can view and change these settings though the Drake Tax integration (continue below) or in the Drake Portals website (see Related Links). Automatic data flow from federal return to state and city returns, with override options. Email Footer - Click edit to customize the text that appears at the bottom of all emails sent to clients from Drake Portals. New 18328: 2023. You can upload documents directly from Drake Tax to a secure portal and even send and receive messages instantly. This will load the client creation window. In the Drake Portals pane, click on the Files tab and open the folder Documents to Preparer. If your tabs are limited, your account type may be Preparer instead of Admin inside the Employee setup in Drake Portals (not Setup > Preparers in Drake Tax). Email. com; Seamless integration with Drake Tax Software; Set file expiration dates and customize default expiration dates; Customize emails to customers, including logos, text and footer; Guests can send and receive files without going through a portalDrake Software | 800. Drake eSignature is integrated into SFP and allows your 1040 clients to review and sign tax documents on their mobile devices or computers. Modified Date. This 2023 Drake tax software review looks at the features that make up this accounting software. Select your client and then click on the Messenger tab. To use SFP eSign: First, purchase eSignature events. Drake Portals (SecureFilePro TM) Note: This change only affects Drake Portals administrator and preparer accounts. Click Select to browse for the file (s) to be uploaded. Serial Numbers - Access your current and prior. Included in Drake Portals. Using your cellular device, link the app to the Drake Portals account by completing one of the following: Scan the authentication barcode (QR code), or. New 13370: State. Select the menu at the top right and choose Guest Exchange. An email will be sent to verify your identity when you log in from a new device. Most other software charges you extra for additional states. Account:How long is the trial period? The free trial is 14 days from the date you sign up. 11727: 1040. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. The Drake Portals Guest Exchange allows you to securely share files with anyone who does not have a Drake Portals account. New Outgoing – Select and send files; Incoming File Summary – Review files you’ve received; Outgoing File Summary – Review files you’ve sent; Settings – Customize Guest Exchange; New OutgoingDrake Software is a complete professional tax preparation program for federal and state returns, business and individual. 03 Broadcast - SECURE Act 2. Shipping Address is the same as the Billing Address. Drake Documents is part of Drake Tax, and is well suited for small to mid-sized accounting firms that currently use other Drake Software. View the completed return and select the forms that should be included in the PDF for e-signing. Sending organizers is easier than ever, thanks to Drake Software’s SecureFilePro option, and Drake Tax produces professional letters with just a couple mouse clicks. There are two supported authentication code retrieval methods discussed below. View the completed return and select the pages that should be included in the eSignature PDF. Tax professionals will be able to accept credit card payments remotely, collect e-signatures from clients who can’t make it into the office, and send and receive instant messages with SecureFilePro. TaxAct Professional: Best value for preparing unlimited returns. 1 month. Educate Yourself on Tax Law Changes. If your account is terminated for failing to upgrade to a paid subscription, the subdomain you chose will be recycled. Search for " SecureFilePro. 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. com (including Web1040 and Drake Zero), and (collectively referred to as the “Sites”) as well as to the associated products and services offered by Drake. Click the eSign button. Automatic data flow from federal return to state and city returns, with override options. Select the radio button Sign online via SecureFilePro. The Drake e-Sign Online process requires the purchase of e-Sign Events. Drake Software System Requirements 2019 Created Date:Drake 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. All users must purchase e-sign events in order to sign online. Actual space requirements will vary based on the number of clients you serve. New 18313: 2023. Account Tab. If you need assistance renewing Drake Tax, please call our Accounting team at (828) 349-5900. Direct transfer of images or documents captured on the Drake Portals client’s mobile device. The default settings for each tab set focus to the first form in the list. On the Guest Exchange window, choose Create Exchange. . In the Drake Portals pane, click on the Files tab and select the client default folder in which you want to add a custom folder. You can view and change these settings though the Drake Tax integration (continue below) or in the Drake Portals website (see Related Links). Direct transfer of images or documents captured on the Drake Portals client’s mobile device. 11. The app will display a six-digit code. GruntWorxModified Date. Enter your Drake Portals Username and Password in the Drake Portals Pane, and then click Login. Notifications. Taxpayers can download the mobile app from the Google Play Store and the Apple App Store. Don’t have an account? Upload or Download files here. To rename or delete the folder, select it in the Drake Portals pane and right click. Store your clients’ documents — Scanned documents and copies of your clients’ returns are stored in electronic folders. 11. Choose from App Generation or Text Message Authentication below. Log in to the Drake Software Support website. Many options and can take time to learn navigation. Popular Articles : Title: 13325: Return Due Dates and Deadlines. Quick, informative videos to learn all about Drake Software, including software setup, practice management tools, bank products, e-filing and many more topics. cloud_upload Upload cloud_download DownloadDrake Portals - SecureFilePro How do I upload documents to Drake Portals for one of my clients to download? To upload files for a specific client in Drake PortalsTM, you have. This is also the form in the viewing panel. com) with an Administrator or Preparer login. Manage EFINs - See KB 11426 for details. Select the relevant report such as Client List (All Clients). Browse to the graphic image you want to use, select the image file and click Open. When the free trial period expires, you will have 30 days to upgrade to a paid subscription before your account is terminated. Learn how to customize your firm’s Drake Portals (SecureFilePro) account settings, including the custom web address, subscription status, notification options, and more. Popular Tags. Access all your Drake products and services with one login. New 18328: 2023. Select your client and then click on the Messenger tab. . In the New Exchange window, enter the following items: Recipient (s) Email Address. Drake Portal Orders. Click Submit. Drake runs quickly and covers our needs for tax preparation. The preparer's e-signature is not applied via this process; it is only designed to gather the taxpayers' electronic signatures. Drake Software Support - Single Sign On. Learn the basics of Drake Software products with these short instructional videos. Account Tab. The verification software must be able to match both taxpayer and spouse to the address in order to ask the appropriate Knowledge-Based Authentication (KBA) questions of the taxpayer and. The selected tab’s tree view is presented in the left-hand panel. 5 months. Backing up Online to SecureFilePro When using the automatic backup feature of saving custom backups, Drake Tax clients who want to store their files at an off-site location, can now back up their files to SecureFilePro. Email Footer - Click edit to customize the text that appears at the bottom of all emails sent to clients from Drake Portals. Open Drake Documents and go to Settings > Clients tab > New Client (s) button. It's currently not in the top ranks. 0. Drake Tax has 89 reviews and a rating of 3. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. After downloading the app, the taxpayer will enter the email address that is associated with. Firm Management. Click the Print icon and select Upload to Client's portal (Upload to SecureFilePro in Drake19 and prior) on the printer dialog (this will also save a copy to Drake Documents). Select a category below or click. 18 Broadcast - Annual Filing Season Program, Earn Your Record of Completion for 2024. There are lots of video tutorials and an nice set of help. Using your cellular device, link the app to the Drake Portals account by completing one of the following: Scan the authentication barcode (QR code), or. Having a convenient list of commonly accessed tax information can make it easier to weather the hectic pace of filing season. Resources - Download Drake Tax, Drake Accounting, and conversion software; order supplemental resources and Drake-compatible supplies; look up federal and state facts; access the Drake Broadcast Center; learn about SecureFilePro; participate in forums; and find answers to your questions in the Drake Knowledge Base. For help using Drake Portals, go to the Drake Software Knowledge Base and review articles in the Drake Software > Drake Portals - SecureFilePro category on the Browse tab, or search Drake Portals. Log in to the Drake Software Support website. Choose from App Generation or Text Message Authentication below. The app will display a six-digit code. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. 10088: 1040 - K1 Code Data Entry. Shortcut keys and macros simplify data entry and reduce keystrokes. ) Shipping City * Shipping State *. DSL, cable, fiber optic) is recommended for GruntWorx, SecureFilePro, and Google and Outlook Calendar integration. There are lots of video tutorials and an nice set of help. Drake Accounting® Classroom Training - CPE Training. Upon completion of this webcast you will be able to: • Understand the benefits of using Drake Documents and SecureFilePro to streamline and secure workflowDrake Enterprises, Ltd. Modified Date. This desk reference is a. GruntWorxDrake Software Support - Single Sign On. 11. If they’re not set up, see Related Links below for instructions on client setup. To send a message to your client, first check if they’re set up to use Drake Portals. This desk reference is a. The client will receive a notification email that a bill has been sent. There are four tabs on the Drake Portals - SecureFilePro™ Guest Exchange. 2 months. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. Drag and drop file transfer from Drake Portals clients to Drake Documents. Access all your Drake products and services with one login. 890. DrakeEducation. Upon completion of this webcast you will be able to: • Understand the benefits of using Drake Documents and SecureFilePro to streamline and secure workflowThe feature Add Signature Fields to Any Document is available for all Drake Portals customers. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. If you do not have any eSignature Events available for use, the radio button will be grayed out. com-subdomain website for exchanging tax documents, communicating with clients, collecting signatures and payments, and more. 98 / 5 stars vs MyTAXPrepOffice which has 103 reviews and a rating of 4. cloud_upload Upload cloud_download DownloadDrake Portals - SecureFilePro How do I set up Multi-factor Authentication for Drake Portals (SecureFilePro TM )? With the move to a single-sign on model, your entire account is protected with multi-factor authentication by default. (“Drake Software”) Billing and Payment Policy for SecureFilePro™ All payments for SecureFilePro™ services are due before delivery of service. Exchange messages with your client; Export a transcript of your conversations (from the Drake Documents integration only) To disable messaging for all clients, go to Drake Documents > Setup > SFP Settings > Connect Features tab > uncheck the Messenger box > the Settings Saved message displays >. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. Drake Tax offers two platforms: A desktop version and a web-hosted version called Drake Tax in the Cloud. In the Drake Portals pane, click on the Files tab and select the client default folder in which you want to add a custom folder. 2 months. Drake also. When the free trial period expires, you will have 30 days to upgrade to a paid subscription before your account is terminated. Click Change Logo. Enter a memo note, if desired. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928Ryan Norton Friday, October 07, 2022. CPE Training x42. Review. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. There are four tabs on the Drake Portals - SecureFilePro™ Guest Exchange window: Drake Portals - SecureFilePro How does a taxpayer set up two-factor authentication with their Drake Portals - SecureFilePro TM account? After a taxpayer has set up their password for their Drake Portals account, they have the option to enable Two-Factor Authentication. 1 week. Don’t have an account? Upload or Download files here. Sales: (800) 890-9500 Sign In. Expand Advanced Settings. Below are some of the things you can do within the Working Cabinet. 5 months. Click Print. A single message is limited to 1000 characters, including spaces. File Download. Fixed Asset Manager : Title: Modified DateOn the Files tab in the Drake Portals pane, select the destination folder. Enter the New folder name and click OK. 18 Broadcast - Annual Filing Season Program, Earn Your Record of Completion for 2024. See why professional preparers vote Drake #1 year after year. New 16175: Drake Accounting Manual (DAS) New 15170: 1040 - Printing a Bank Check. 18 Broadcast - Annual Filing Season Program, Earn Your Record of Completion for 2024. com MACRS Recovery PeriodHow does a taxpayer set up two-factor authentication with their Drake Portals - SecureFilePro TM account? After a taxpayer has set up their password for their Drake Portals account, they have the option to enable Two-Factor Authentication. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. 11507: Form 843 - Claim for Refund and Request for Abatement. Drake Tax will now allow Form 4562 imports, and the new optional multi-factor authentication can help tax professionals better secure their accounts. . Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. . Client – Receiving a File. 95 per year, per 25 GB. The General Data Protection Regulation (GDPR), a regulation in European Union (EU) law, is a new set of rules that changes the way personal data of individuals inside the European Economic Area (EEA) can be collected and processed. Click Change Logo. 2023-08-14 V5. 1 month. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. Don’t have an account? Upload or Download files here. The speed you need – Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. About this app. Drake Portals (SecureFilePro) Drake Portals (SFP) provides a secure client file exchange portal, allowing you to exchange tax documents between you and your client over your own secure site. com 1 2 Awards 3 Support 4 Tax Solutions 5 GruntWorx 6 Tax Diagnostic Tools 7 Drake Accounting 8 Client Communications 9 SecureFilePro 10 Business Tools 11 Drake Hosted 12 Making the Switch 13 Keeping You Connected Awards Support About Drake Drake Tax was fi rst. New Outgoing – Select and send files; Incoming File Summary – Review files you’ve received; Outgoing File Summary – Review files you’ve sent; Settings – Customize Guest Exchange; New OutgoingGuest Exchange. Drake Enterprises, Ltd. Follow the app specific steps to activate the app. The verification software must be able to match both taxpayer and spouse to the address in order to ask the appropriate Knowledge-Based Authentication (KBA) questions of the taxpayer and. drakesoftware. Click Yes to enable or No to return to the Preparer Setup screen. The feature Add Signature Fields to Any Document is available for all Drake Portals customers. Check the pros & cons to see if the pricing plans are worth it.