Upload. Download files* (You'll need the download code we sent you). Download. Service Agreement · Privacy Policy. Copyright © 2020 Drake Software.
However, you can choose not to allow certain types of cookies, which may ... These cookies are necessary for the website to function and cannot be switched off ...
Click the Download link for a document. Select to open or save the file. If you select Save, follow the normal procedure you use when saving a file to your computer ...
You upload the tax return and other documents for your client to download whenever it is convenient. Anytime, anywhere. You and your clients can upload or ...
To upload files for a specific client in SecureFilePro TM (SFP), you have three ... if the upload client does not have a website folder, you are prompted to create the ... also upload public documents to the Public folder for any client to download.
If the client is not yet linked, link them: In Drake Documents, select the Drake Tax client from the list on the left. Click ...
Kakenmaster & Associates SecureFilePro Connect Instructions ... Your Username is in the format “FirstnameLastname” (no spaces and not case sensitive). ... Use the Select a preparer drop down menu and select 1-Tax Document Upload*.
