Drake Accounting®: Can I use Drake Portals (SecureFilePro™) within Drake Accounting®?
Drake Portals (SFP) is not installed or integrated with Drake Accounting®, but reports can be uploaded to the Drake Portal from any location to which you have saved the report. For example
- You can save a PDF report to a folder on your desktop, navigate to it from your portal and upload it.
- You can save a report in the Drake Documents Archive Cabinet and upload it using the same procedures as uploading a tax return.
For information about installing and setting up the Drake Documents for Drake Accounting®, see Related Links below.
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.