SecureFilePro™ is a secure client file exchange web portal, letting you and your clients exchange confidential documents securely and conveniently. Spend less time printing, faxing, emailing or mailing returns and other documents. Just upload PDFs, and let your clients access at their convenience.
- Get files from your client – Your client can upload W-2s and other tax documents to your SecureFilePro site.
- Send files to your client – You can upload your client’s finished tax return and other documents. Your client can sign in and download whenever it’s convenient, and from any computer with Internet access.
- Works with Drake Documents – Create a client folder and upload documents all at once, with one click.
- Custom-branded with your company logo, name and URL.
- Security is built in – Your site and files are always protected by tough, industry-standard security measures. All transmissions are secure, and files are encrypted at rest on the server. At all times, clients can view and access only their own documents.
- Safeguard sensitive documents – Don’t risk sending confidential documents openly by fax or email. Share and transfer them the smart, responsible way, with SecureFilePro.
- Easy to use – SecureFilePro is web-based, and works with just about any browser and computer. Uses folders and files, just like your computer. Uploading, downloading, renaming, and deleting files is simple, obvious and quick.
- Drake Tax cloud backup – You can now also use SecureFilePro to back up your Drake Tax files. In Drake Tax, the option ls available in the Backup and Restore dialog box.
New for 2018: SecureFilePro Connect
New features to help you better serve clients who don’t come into the office:
- A mobile-friendly interface lets clients take photos of tax documents and upload them to the SecureFilePro portal
- Messaging allows communicating back and forth with clients within SecureFilePro
- A prior-year summary can help clients gather what they need to send you for the new tax year
- A remote electronic signature option lets you get signatures from clients on their mobile device or PC*
- Online payments make it easy to collect payment electronically**
* Additional fee required
** Must use EPS E-Pay Merchant Services to receive e-payments
Plans and Pricing