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Download file from securefilepro password

Jan 24, 2018 The secure portal uses encryption to protect files that are uploaded to and downloaded from it. Most practitioners are aware of the vital need to password/encrypt any sensitive information sent to their clients; there are stand-alone secure portal providers, such as CCH Axcess Portal and Secure File Pro. Jun 20, 2017 Secure managed file transfer (MFT) software is an oft-overlooked but IP addresses, enforcing password rules, banning certain file types,  The file will automatically be removed from your portal on day seven (7). If that happens and you did not have an opportunity to download that file (i.e. vacation, business trip, etc.), please, contact us and we will re-upload that file for… Drake Software is loaded with features to help you quickly and efficiently prepare and process returns. So you can stay focused on the important stuff — working with clients and building your business.

For our clients that we are working with remotely, we use a secure file exchange web portal for you to upload your tax documents instead of via email.

Feb 2, 2017 When your SecureFilePro folder has been created by an Edgar in the initial e-mail with your new password to log into your account. Click “Download” next to the file you wish to retrieve, then save to your local hard drive. You will be prompted for your Username and Password under "Portal Sign In," or if Taxandira.securefilepro.com a link to download your tax return securely using the “Guest File Transfer” option, or you can click on the secure link above. Uploading, downloading, renaming, and deleting files is simple, obvious and quick. Go to the link, plug in the username, the PIN, then create your own password. https://gottadomytaxes.securefilepro.com?link=blahblahblahblahblahblah. Read the welcome email from SecureFilePro, click on the link in the email to access you Portal The password must contain an upper case letter, a lower case letter, Your preparer will be notified that a file is ready for downloading from you. Your username and password should have been sent to you. Please use the Secure File Pro client portal to send your documents and do not email anything with your social security Click on the links below to download important files.

Dec 31, 2016 - The naming format Drake Tax uses for storing forms, schedule, worksheets, and other documents has been

Download Files to Preparer: . Once you receive an e-mail that your tax preparer has created a SecureFilePro™ account for and the password you created. This allows you to upload one file at a time through a secure portal. If you should forget your username or password, see the Forgotten Username or Password  The instructions for setting up a Secure File Pro account are listed below. with detailed instructions as to how you log into the portal and set your password. Dec 18, 2017 Drake also integrates with Secure File Pro to provide both firms and clients firms can create password protected documents for additional protection. user manual which can be accessed online or downloaded and printed.

Your username and password should have been sent to you. Please use the Secure File Pro client portal to send your documents and do not email anything with your social security Click on the links below to download important files.

SecureFilePro is a secure client file exchange web portal, letting you and your clients exchange confidential documents securely and conveniently. A Dallas based, licensed CPA Firm specializing in small to mid-sized business and personal tax return planning, preparation and consulting. You can always sign-in to SecureFilePro, and navigate to the uploaded file directly. For our clients that we are working with remotely, we use a secure file exchange web portal for you to upload your tax documents instead of via email.

Get Started with Drake Tools to help you learn how to use Drake Tax software New to Drake? If you're considering Drake Tax as your tax preparation software, you may benefit from attending one of our Software Seminars. To upload your tax forms to us, please click on the secure link below. You will be prompted for your Username and Password under "Portal Sign In," or if you do not wish to register, you may use the "Guest File Transfer" Upload button. If your clients don’t regularly get email notifications from the IRS, then you can pass along these basic steps. Access to this section of our website is reserved for clients who have requested our services. This is a secure extension of our website designed to allow It will also help those clients who are eager to file see The following steps will walk you through a simple process to submit your tax information to our team. This ensures a comprehensive tax return and personal financial analysis.

The following steps will walk you through a simple process to submit your tax information to our team. This ensures a comprehensive tax return and personal financial analysis.

Combining the power of Drake Tax Software with advanced cloud computing technology, Drake Hosted helps accounting and tax professionals prepare and file tax returns at anytime from anywhere. Dec 31, 2016 - The naming format Drake Tax uses for storing forms, schedule, worksheets, and other documents has been https://mcgtax.securefilepro.com/portal/login.aspx You user name is your email address; if you forgot the password you set up, click the ‘lost password’ link.