Drake Document Manager is a good solution which is only available as part of the Drake Tax Suite. Share Settings: This selection allows the workstations to share all other functions capable of being shared with the selected Drake installation. com. Click here to add an E-File Option to your current MI Sales Tax Express. 29. Tax Software Folders ; Tax Return Folders ; Foil Imprint Tax Folders. The new folder appears in. This tax cover has room to write the tax year and client name, and important information for clients printed on the front. 21. 25. Locate and open the DrakeXX folder. Drake provides the tools and support tax professionals need to build their businesses and attract new clients. 500. Protection Plus Firm Level inside of Drake – When an ERO uses the firm level program, Protection Plus is automatically included on every 1040 and 1040-SR return that the tax office files. Embossed Income Tax Return Folder With Expanding Pocket. Table of Contentsshipments from Drake Software. If you choose Orga-nize, you will have a PDF file. Drake Software. Accept the Drake Software 2020 License Agreement. These double window products align perfectly with cover sheets generated by AccuTax, ATX, CCH ProSystem fx, Creative Solutions, Crosslink, Drake, ExacTax, Intuit, Lacerte, ProSeries, TaxAct. 29. Guests can send and receive files without going through a portal. American Flag Air Fresheners. More Details; Request Sample; Priced Per Quantity (Each) 50. Client – Receiving a File. It also explains how to use features such as multi-factor authentication, security settings, and preparer accounts. a. When I work from home I use team viewer to remote access my main computer. Tax Return Folders; Tax Software Folders; Tax Software Envelopes; Federal & State Envelopes; Multi-Purpose Envelopes; Multi-Purpose Folders; Presentation Supplies; Tax Supplies; Tax Reference HandbooksUse our tax forms to complete your return in an organized manner. Double Window Tax Folder with Side-Staple Tabs and Pocket (SSDWXX) for Drake and TaxWise Tax Window Folder with Dimond Design Side-Staple Tabs with Pocket (LA40XX) for Lacerte and ProSeries Tax Return Folder with Border (FOLDER) If a drive is selected where Drake Tax is not installed, the software would create a Drake Tax folder with only those sub-folders necessary to the shared functions (it does not install Drake Tax). On the Client tab, press the F3 key, select All. In the enhanced view of Drake tax software, you can check off items using DoubleCheck. Using a professional-looking, customized tax folder helps create a long-lasting impression with clients. FULL PRODUCT LINE. 12-790 MultiTax 1" Expansion Folder: Center Cut - NAVY Tax-Aid's software compatible folders are guaranteed to work with Drake®, TaxSlayer Pro®, Crosslink®, TaxWise®, Accutax® and. e-Sign x20. In both instances of Drake Documents (Working Cabinet or Archive Cabinet), you can: Add new folders to the default file structure that Drake sets up for each client. For next day or second day air shipping please call for a quote. The windows are positioned to align with the cover sheet produced by your software package. The windows are positioned to align with the cover sheet produced by your software package. That way, your Drake. Click the second Add button related to Custom Folders to include sub-folders and files for the select folder(s) to the backup. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. exeWhen you manually archive a return in Archive Manager, you also create a date/time stamped PDF copy of the return in Drake Documents (previously Drake Document Manager). For next day or second day air shipping please call for a quote. Yes, the IRS and SSA maintain certain requirements on forms to allow processing. Here, we will cover five features of Drake tax software that you might not know about. m. • Customizable cabinets and foldersIf you want to include your Drake Documents files, select Include DDM. In the Drake Portals pane, click on the Files tab and select the client default folder in which you want to add a custom folder. Check out our selection of Drake Software deals today and start saving!. See "Windows 8 - Missing Desktop Icons after NWClient Installation" in Related Links below. This electronic manual has been developed for Drake clients to provide clear, easy-to-find instructions and guidelines for using th e software. This option allows the program to create the necessary client file within the Drake Documents cabinet of your choice. Drake Software. m. m. ; Set the drive and folder for your backup to. Drake Tax and supplementary programs such as Drake Accounting, Drake Portals, Drake E-Sign, and GruntWorx. Drake Accounting Software comes with a large-scale store of the W-2 forms, 940, 941, 944, 1099 forms, and federal and state tax forms. 4 1/2" x 10 1/4" Wallet-Style Document Folder. Insert the 2013 Drake CD into the CD drive. Drop Air Freshener. The new folder appears in. Find tax folders and window envelopes that are compatible with Drake software coversheets. Excess advance payment amounts received will be required to be repaid in certain circumstances. TaxCalcUSA is an established family business completely committed your your satisfaction. 100. We offer a full line of tax return folders, tax report covers & tax report envelopes that are compatible with Drake™ Tax preparation software. . One Inch Expandable Slip Sheet Tax Folders 100% guaranteed to work with Intuit Lacerte and ProSeries Tax Software. These folders are thoughtfully designed with the needs of tax professionals in mind, ensuring easy access to client information, reducing clutter, and enhancing overall productivity. Click Copy Files. Choose from 2 template sizes to pair with your presentation folders with the appropriate tax / accounting software. By The Southern Scoop on January 6, 2023. We think of it as the secret to our success - and yours. Seamless integration with Drake Tax Software. exe” files in the main Drake Accounting ® folder (substitute YY for the year of DAS): DrakeAccounting20YY. as those in Drake Tax. 3. . The new folders are inserted in a client's Drake Documents folder when you first open the client return in Drake Tax after customizing your setup. More Details; Request Sample; Priced Per Quantity (Each) 50. The suite has good, integrated solutions for tax document automation (GruntWorx), portals. Tax folders at discount prices – no coupon needed! Pocket folders, staple-tab covers and more. 6. More Details; Request Sample; Priced Per Quantity (Each) 50. . Click Change Logo. New 10983: Installing Drake Tax. Software- Compatible Folders • Windows align with software cover sheets • Folders are 8¾” x 11¼”, 80# with a 3/. 250. Locate and right click the DT folder. 225. Summary of Money's Drake Tax software review. Tax Software Envelopes. The office. Software-compatible window folders. Share Settings: This selection allows the workstations to share all other functions capable of being shared with the selected Drake installation. • Manual and Online Resources, a link to Drake Tax manuals, practice returns, IRS pubs, and Drake Software shipment letters, all in PDF format, readable online or available for download. To reconcile amounts received for the advance child tax credit, entries must be made on the 8812 screen in Drake Tax 2021. Drake Software. When you create a new return in Drake, a corresponding folder is created in the Drake Documents. bmp) is 209 X 323 pixels (W x H). 100. Nelco provides Drake compatible supplies - tax folders, envelopes, cards, CD tax return envelopes and labels, specialized post cards, blank 1099s, blank W2s, and several other products. Purchase compatible office supplies as well as W-2 blocks to seamlessly integrate W-2s from more than one million employers. The die-cut double windows align perfectly with software-generated cover sheets by AccuTax, ATX, CCH ProSystem fx, Creative Solutions, Crosslink, Drake, ExacTax, Intuit, Lacerte, OLT Pro. . Drake Software conducted a comprehensive survey involving over 1,000 tax professionals to understand their pricing strategies for the upcoming 2023 tax filing. Use Drake Documents to store and organize electronic documents such as PDF copies of tax returns, scanned Forms 8879 and 1099-B, and scanned copies of driver’s licenses, Social Security cards, and other forms of ID. - 5p. Request Your Free Sample Pack. If you ever find a similar item at a lower price we’ll match the price and give you a $20 coupon for your next order. 1. Get. Reinforce the high value of your work and ensure you project a brand image of preeminence and distinction to. Gather all necessary tax documents, such as income statements, receipts, and investment documents. Current year. To manually sync records, complete the following: 1. The BEST expansion tax software folders available. The Drake Team has been hard at work in 2008 to help ensure that tax season at your firm is a successful one. 1. 500. 1. 5 Stars. 1. CCH/ProSystem FX Compatible Folders; Drake Compatible Folders; Lacetre Compatible Folders. For a list of Custom Software Compatible Folders, click here. Order as few as 50 folders and get big discounts on larger quantities! The overall size is 9-3/4″ x 12″ with double-scored pockets that expand 3/8″. See how the Backup and Restore Tool saves time with a Drake Tax free trial. Nelco also takes orders by: Phone (800) 266-4669) Fax (800) 996-3526) Email ([email protected] or Unsigned. ATX Compatible Folders; CCH/ProSystem FX Compatible Folders; Drake Compatible Folders; Lacetre. ScheduleA x29. Select the desired import file from the list and then click Open (or just double-click on the file). These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. Oval Air Freshener. . After setting up your Drake Account, be sure to sign up for our Getting Started with Drake webcast — a must-attend event created especially for you as a new customer. 0: NEW Live Webinar with DrakeCPE. Custom imprinting or foil-stamping options. Both are integrated into Drake Software, so documents can be saved to Drake Documents from within client files themselves, and the software for both cabinets is updated when the tax software is. *The trademarks for the third-party software noted here are owned by their respective companies. Foil Stamped Letter Size Two Pocket Folder. However, 1099 IRS Copy A, 1098 IRS Copy A and 1096 IRS Copy A require pre-printed "red-line" forms. If you have selected the incorrect folder, press the back arrow to return to the folder selection on the Files tab. 9500 | Webinars at DrakeSoftware. Please call (828) 524-8020 for assistance. 5" when folded. Nelco also provides products compatible with Drake Accounting. Home; Products. Getting Started with Drake Tax For a full, detailed documentation of each subject presented in this class, view the 2022 Drake Tax Manual, located in the PDF folder on the Drake Software CD and from your User Account (Support. 87 delivery Aug 31 - Sep 1. It greatly reduces paper handling and storage needs for paper documents. 100. Review. I am now opening up a new office and wanted to hire a remote tax preparer. config; Updater. Custom subdomain – <yourbusinessname>. In. Go to Tools > File Maintenance > Backup. We offer the most complete assortment of Software Folders and Tax Envelopes compatible with the most popular preparation. Nelco also provides products compatible with Drake Accounting. 250. We offer the largest line of Tax Software Folders 100% guaranteed to be compatible with the most popular tax preparation software programs on the market today. 1. the Working Cabinet and the Archive Cabinet. Import the Spouse's Data from the CSV File to TaxDome. Or fastest delivery Aug 29 - 31. Direct transfer of images or documents captured on the Drake Portals client’s mobile device. Expanding Legal Size Folder. Make sure bar codes are printed correctly. New 18321: 2023. Features & Specs:To customize the folder and file structure created by Drake Software, you can add subfolders to the required folders. Click through folders to search for content you are interested in, and when you select a topic, the relevant articles are displayed. $0. 6) The installation will begin, showing a progress bar on your screen. We're available by phone 800-966-2709 , Monday - Friday from 8a. Click here to add an E-File Option to your current PPT Express. Select Unselect All to remove all items from the organizer or proforma. Set up Drake to be used on a standalone computer or an office network. 1. and folders. The software can be used on a single workstation or your choice of network configurations. 90 - Tax Return Folders - Burgundy - Software Compatible - #150 - Basic. Please call (828) 524-8020 for assistance. Easily complete any combination of returns that you need – federal or state forms, including business, specialty and sales & use forms (even W-2s, 1099s and 941s). Drake Documents is integrated with both Drake Tax and Drake Portals, making it efficient and easy to use. The issue is mainly the price difference and savings of close to 2000. MasterDataDirect. How is the Digital Intake initiative going? The IRS says they have already scanned more than 120,000 Forms 940 since the year began: roughly twenty times more than all the documents scanned last year. Tax Return Mailing Envelope with Alternate Windows. Paper Weight: 80# – choose from 10 colors. Whether you have already decided to make the switch or want to learn more about the process, here are three things you should know when converting your files to Drake. When installing Drake Tax to a network, make sure to install to the root of the drive you will be running the software from. Purchase compatible office supplies as well as W-2 blocks to seamlessly integrate W-2s from more than one million employers. Use the drive letter of the storage device noted in step 1. Folders & Envelopes for Drake ® Software Compatible window folders and large envelopes. 20. felt cover weight stock. The windows are positioned to align with the cover sheet produced by your software package. The software can be used on a single workstation or your choice of network configurations. SecureFileProTM provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. 17Drake Tax features integration . They can download it from there. ) 2. 1. 250. Get the best quality tax return folders from Folders. 02, 2010Tax-Aid's software compatible folders are guaranteed to work with Drake®, TaxSlayer®, Crosslink®, TaxWise®, Accutax® and Refu. Nelco also provides products compatible with Drake Accounting. Includes 400 Total Tax Returns. Features & Specs: 1" Expandable Double-Window Pocket Folder. Choose Select All to add all items back to the organizer or proforma. Customizable cabinets, drawers and folders for organizing documents. 25"H. Work with Drake Documents – Store and access tax forms, returns and documents in Drake Documents, your digital filing cabinet. Shop Easy with the Tax Forms Gals!The Gallery Collection, 25 Count, Tax Returns Pocket Folders, Gold Foil Stamped, for Tax Professionals (9 x 12) - Black. Click here to add a Network Upgrade to your existing Software Order. Call (828) 524-8020 for assistance. Blue Linen. Blue Linen. Click OK. Click OK. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. MultiTax TaxWise, Drake, TaxSlayer, Refunds Today, Accutax, Crosslink, Ultimate Tax; ProTax CCH ProSystem fx, TaxAct;. View the custom report, then export it to a CSV file. Drake Software:Tax Return Folders: Customize Accountant Presentation Folders. Generally, Drake network setup involves the following steps: Establish the network. Learn more…. Print a coversheet from your tax software to display through the windows of these high-quality tax folders, and easily mail to clients. Drake Documents supports many file types and allows you to import or scan files into your configured structure. More Details; Request Sample; Priced Per Quantity (Each) 50. The reports generated using this software can be used for tax return filing. I bought into Drake Tax this year without realizing it is a locally hosted program that only lives in your computer, and thus cannot communicate with other Drake Tax Software and sync up the data like QuickBooks. 12-750b MultiTax Folder: Tax Return Embossed and Foil Center Cut Hidden Staple Tab - Navy. 1. Request Your Free Sample Pack. 2. Choose from 4 formats: Side-Staple, Top-Staple, Pocket Only, or Expandable, and customize with foil-stamped. 1000. 1. Welcome to the world of efficient tax organization with Drake Software’s comprehensive tax folders. Side-Staple and Top-Tabs available. Window folders for tax software. The new folders are inserted in a client's Drake Documents folder when you first open the client return in Drake Tax after customizing your setup. 17Contact EFIN Management at (866) 273-9032 and tell them you will be replacing your existing EFIN. We tripled our productivity this tax season by connecting SmartVault, Lacerte, and DocuSign and have reduced the number of. Tax Prep; Lacerte. Select the Client menu, Tax Type, and select the tax type you wish to back up. The default folder configuration for each client is a folder for the specific Drake application such as tax, with a sub-folder for. Choose white or light blue covers with side-staple tabs that are great for securing tax returns. Step 3. SecureFilePro. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax. 100. . screen, choose an install location for Drake Tax, then select the states . To create additional folders: Highlight the drawer or folder that contains the new folder. 1. Item F2 - Tax Return Folder Compatible with Drake; Windows align with your program's cover sheets; Double Window, Single Pocket; Business Card Slot; Side-Staple Tabs; 100. All forms orders take between 24-48 hours to ship. Taxpayer forms in Spanish – Drake Tax includes 12 printable taxpayer forms in Spanish, including Forms W-4, W-7, 13844, and 2350. Choose from 2 template sizes to pair with your presentation folders with the appropriate tax / accounting software. Make sure that your Drake software is not in read only mode. Click on any tab. The program updates all existing client folders in the current tax year. In the Drake Portals pane, click on the Files tab and select the client default folder in which you want to add a custom folder. 39. The office supplies specified for Drake Software can be reviewed and ordered online at (or log in to the Drake Support Web site and go to Purchasing > Custom Office Supplies). Use code fall10 for 10% off all Tax Forms, Tax Return Supplies and Custom Imprinting orders through 11/30/23. On the right side of the Drake 20YY Update Manager window choose the radio button Off under Automatic Updates. Click Start > All Programs and click the Drake Software folder to display your Drake. From the Tools menu, select File Maintenance and choose Backup. Drake Tax Software: Drake Tax Compatible Tax. Double-click on the preparer or select the preparer and click Edit Preparer. • Customizable cabinets and folders • Backup utility Additional Service. window. The folder appears in the screen window. com provides discount tax return folders and tax slip sheet folders to the accounting, bookkeeping and CPA industries. Alternatively, during the. Organize the documents according to the appropriate tax folder sections, such as income, deductions, and credits. Actual Size: 8. Drake Documents is part of Drake Tax, and is well suited for small to mid-sized accounting firms that currently use other Drake Software. Select Rename Folder or Delete Folder from the. Select Rename Folder or Delete Folder from the. Drake. - 5p. From the 2019 reviews of professional tax preparation systems. Tax Software Compatible Slip Sheet Folders for: Accutax ® ATX ® Creative Solutions ® CrossLink ® Drake ® ExacTax ® Intuit ® Lacerte ® OLT Pro ® ProSeries ® ProSystem. State Install. 29. View Details. ScheduleF x23. If a drive is selected where Drake Tax is not installed, the software would create a Drake Tax folder with only those sub-folders necessary to the shared functions (it does not install Drake Tax). Tax-Aid's software compatible folders are guaranteed to work with Drake®, TaxSlayer Pro®, Crosslink®, TaxWise®, Accutax® and. Read and accept the Drake Software 2013 License Agreement. Sales: (800) 890-9500 Sign In. Pocket folders, document covers and more. First Class Mail Double Window Tax Return Envelope - Self Adhesive. Check your downloads folder for the executable if the file does not begin to run automatically. Training Tools - Download Drake Tax User’s Manuals, watch tax software video tutorials, access practice returns (and their solutions), register for summer Classroom Training and fall Update Schools, and jump to Drake’s e-Training Center (DrakeETC. with TheTaxBook ®, the tax research product that has received the highest rating from CPA Practice Advisor readers since 2013. If I’m interested in articles on Pricing Setup, I can browse to Drake Software > Setup > Pricing Setup, and it will show me all articles. Features to help you better serve clients who don’t come into the office:Upload from Drake Tax: Whenever you print to Drake Documents with the Drake PDF printer, select the Upload to Client's Portal (Upload to SecureFilePro TM in Drake19 and prior) option to upload the selected documents to the client's Drake Portals folder. Tax forms and security envelopes are guaranteed compatible, at big discounts – no coupon code required with The Tax Form Gals! Printing year-end 1099 & W2 forms is quicker and easier when forms align perfectly with the data format of your software. New 18313: 2023. com). Software Installation. Description: Specially designed for use with Drake, TaxWise and other tax software. . Double Window Tax Return Folder - Side Staple (Midnight Blue) TaxTime USA offers comprehensive software programs for businesses needing to report sales, unemployment and personal property taxes easily and cost effectively. Select the boxes to the left of the client folders you want to archive or click Select All. Our customers know they can rely on Drake for comprehensive product excellence and value. Drake runs quickly and covers our needs for tax preparation. After you have installed Drake Tax and have begun using it, Drake recommends that you change data locations only under the direction of Drake Software Support. com 1 2 Awards 3 Support 4 Tax Solutions 5. If a drive is selected where Drake Tax is not installed, the software would create a Drake Tax folder with only those sub-folders necessary to the shared functions (it does not install Drake Tax). Think of Drake Documents' file structure as a virtual filing cabinet where files are saved within folders. Click the General tab. Tax Prep; QuickBooks. Keep this checklist for your records. Once a filing structure has been established, you can begin adding files. The windows are positioned to align with the cover sheet produced by your software package. Expanding Folder w/ Fold Down Tab. 1099 Envelopes. For example, C:ConversionData. It is also advisable to make a backup of your current files to prevent loss of data. Produce a comparison sheet containing data from the current-year and prior-year returns. M1 x18. Location of client foldersTax Folders, Tax Envelopes and Tax Forms - 100% Satisfaction Guaranteed. 500. Drake Software is a complete professional tax preparation. TAX YEAR 2016 Compliments of Drake Software 800. In some cases, an OS that is released after the software's release may not produce the needed desktop icon. Regardless of the order documents are scanned,. 39. Our guarantee to you: • Guaranteed to work with your software One solution for all of your business needs 24/7 ordering available online Easy Reordering – order history available online, via phone or in the mailMasterDataDirect. Click the Sign button on the Drake. linen stock; 8 7/8" x 11¼" Use with Envelopes E3, E8 Drake Tax Folders & Envelopes. Window folders for tax software. 890. Window Folder Specs: Size: 8-1/2″ x 11-1/4″ Score Size: 7/16″ Colors: Midnight Blue, Burgundy, Green Paper Weight: 80# 12-750b MultiTax Folder: Tax Return Embossed and Foil Center Cut Hidden Staple Tab - Navy Tax-Aid's software compatible folders are guaranteed to work with Drake®, TaxSlayer Pro®, Crosslink®, TaxWise®, Accutax® and. Double window tax folders 100% guaranteed to work with Intuit ProSeries, Lacerte & ProConnect software. Select the e-sign PDF (an e-sign PDF is identified in the Drake Documents Type column as a Signed. Generate a folder cover sheet on which is printed the taxpayers’ names and the name, address, and phone number of the preparer’s firm. Windows 7 . Get a special . TaxCalcUSA is an established family business completely committed your your satisfaction. When installing Drake Tax to a network, make sure to install to the root of the drive you will be running the software from. Pocket (s): Two, 4″ pockets are glued on the edge. 100. Open Drake. com > info@DrakeSoftware. You can Select All and Unselect All for quicker copy selections. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, TaxWorks, and Ultimate Tax software. Although uninstalling Drake Software removes most of its files and folders, some leftover files may still remain on your computer. 1. During setup, change account information as needed, add account levels, enter current budget, starting balances, and export to Drake Tax. 1. Select Upload document (s) to Drake PortalsTM and notify client (s) via email. Drake Software’s email is designed to work with your Web-based email, such as Gmail® or Yahoo®, or your desktop email, such as Microsoft® Outlook®. The windows are positioned to align with the cover sheet produced by your Drake® software. Drake Portals on the SecureFilePro TM domain provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. Features & Specs: 1" Expandable Double-Window Pocket Folder. But by working with our system, it is simple to match the functions of ATX and Drake Tax Software including their general score, respectively as: 7. Drake Software — Drake Document Manager. Finish: 80# burgundy stock. 25" H x 1". Services. You can also review them feature by feature check out which application is a better fit for your enterprise. Starting with. . Enter the New folder name and click OK. . Dozens of Styles and Options. , the one to which it was assigned by the application process. When you select Run (or later open the downloaded file) to install the software, a pop-up appears. • Video Tutorials, a compendium of more than 200 how-to videos Drake Tax has released on how to use Drake Tax and related programs. Basic Tax Return Folders Designer Tax Return Folders Simple Folders Available with Pockets, Side-Staple Tabs, Top-Staple TabsSet Up Account. C:). In short, Drake on the cloud gives much boost to your productivity to be active anytime anywhere be it home, workplace, or on-the-go. 100. These tax return folders give you a high quality image at a very affordable cost. We think of it as the secret to our success - and yours. Go to Firm > Portal Setup. Export a Client List From Drake. A confirmation dialog will ask if you would like to enable MFA. Drake allows users to store documents of any kind. Glossy Ceramic Mug. To change the name of the new folder, select the folder and click Edit. Tax Return Pocket Folders.