WebDrake Portal Orders. Sign up for a SecureFilePro Account. 2024-01-17 V3.16. Web3 months. 15260: Drake Portals - Drake Tax Integration - Connect Functionality. 3 months. 17956: Drake Portals - Add Signature Fields to Any Document. 3 months. 16066: Drake Portals and Drake e-Sign Events - Plans and Pricing. 3 months. 16379: Drake Portals - Account and Subscription Settings. 3 months.
SecureFilePro: Step-by-Step - Pelican Tax Services
WebUser instructions for Pacific Northwest Tax Service Secure Client Portal WebThis email will be from "[email protected]". Click on the link in the e-mail and follow the steps described below to complete the setup process. These instructions are included in the email as well. The link in the e-mail is valid for 48 hours. If you do not activate your account using the link within the 48 hours, you will need to ... isles of scilly parking penzance
SecureFilePro
WebThis video demonstrates portal basics to the end user, including logging in, sharing files, and account settings. We invite Drake Portals (SecureFilePro) customers to share this video with taxpayers to promote secure communications with taxpayers. WebNew for this Tax Season to Prepare your 2024 Tax Return click the Get Started button to immediately upload your documents using the Guest Exchange. thetaxplace1.securefilepro.com. For full feature access call the office. 224-701-6118. Get files – You can upload your W-2s and other tax documents to your personal Tax Place … WebOpen Drake Documents and go to Settings > Clients tab > New Client (s) button. This will load the client creation window. Choose Create under the Create Batch Drake Portals Clients section at the bottom of the window. The Report Manager window opens. Select the relevant report such as Client List (All Clients). isles of scilly notice board facebook