SecureFilePro
Securely exchange confidential tax documents with clients.
Executive Summary
SecureFilePro, powered by Drake Portals, is a cloud-based secure file exchange portal designed specifically for tax professionals and their clients. It provides a branded, secure website on the SecureFilePro.com domain, enabling the safe and confidential exchange of sensitive tax documents and information. The platform allows tax preparers to easily share documents with clients, and clients can upload their W-2s, 1099s, and other tax documents in PDF format. It also supports secure document signing and management. SecureFilePro integrates seamlessly with Drake Tax and Drake Documents, streamlining workflows for tax professionals. Clients can also use the SecureFilePro mobile app for a convenient and worry-free experience.
Use Cases
- Securely exchanging confidential tax documents between preparers and clients.
- Clients uploading W-2s, 1099s, and other tax documents to their preparer.
- Tax professionals sharing completed tax returns or other sensitive financial statements with clients.
- Clients securely signing documents electronically.
- Managing and organizing client documents in a secure, cloud-based environment.
Features
Visibility
- Branded Client Portal: Showcase your practice with a custom URL and branded portal for clients.
- Document Management: Clients and preparers can view, organize, and manage shared documents within the portal.
Support
- Knowledge Base: Access articles and FAQs related to Drake Portals and SecureFilePro functionality.
Technical Specifications
- Architecture
- Cloud-based web application with mobile app support.
- Deployment
- SaaS
- API Available
- No
Infrastructure
- Right Networks Cloud
Integrations
- Drake Tax
- Drake Documents
- Drake Pay
Security & Compliance
Encryption: End-to-end encryption for documents in transit and at rest.
Pricing
- Model
- Subscription-based, with a free trial available.
- Starting Price
- Contact sales
- Target Customer
- SMB,Mid-Market
- Free Trial
- Yes
About Drake Tax
Drake Software provides comprehensive, professional tax preparation and e-file software solutions for tax preparers and accounting firms. Founded in 1977, the company offers a suite of tools including tax software, accounting solutions, and productivity tools.