7. The Drake Team has been hard at work in 2008 to help ensure that tax season at your firm is a successful one. W-2 Forms. Note: Drake Software does not store login information for recovery purposes. • Video Tutorials, a compendium of more than 200 how-to videos Drake Tax has released on how to use Drake Tax and related programs. Flexible storage – Drake Portals comes with 5 GB of file transfer space for all plans. . Alternatively, during the. 17. That way, your Drake. For next day or second day air shipping please call for a quote. 100. 341. 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. 4 1/2" x 10 1/4" Wallet-Style Document Folder. Nelco also provides products compatible with Drake Accounting. Size: 8 3/4" x 11 1/4" when folded. Check your downloads folder for the executable if the file does not begin to run automatically. Drake Software®, Drake Tax®, Drake Documents®, DrakeCPE®, and DrakePortals® are. For complete details on filing returns electronically in Drake Tax, see “e-Filing a Return” in Chapter 8 of the . By integrating seamlessly with Drake Software’s robust platform, these folders provide tax professionals with a comprehensive solution for storing, accessing, and retrieving critical tax-related information. This electronic manual has been developed for Drake clients to provide clear, easy-to-find instructions and guidelines for using th e software. The time-consuming process of arranging client tax papers in the proper order is a thing of the past. Support – 1" Expandable Tax Return Software Folders. Tax Software Folders ; Tax Return Folders ; Foil Imprint Tax Folders. 07-760 MultiTax Envelope: 10 x 13 1" EXPANSION Peel & Seal. 90 - Tax Return Folders - Burgundy - Software Compatible - #150 - Basic. Tax Return Pocket Folders. 3. Find tax folders and window envelopes that are compatible with Drake software coversheets. The new folder appears in. Click here to add an E-File Option to your current 941/MI Unemployment Express. Prevent loss of data using Drake Tax’s Backup and Restore tools. When I work from home I use team viewer to remote access my main computer. You can use Drake. If you want to include your Drake Documents files, select Include DDM. To remove them, follow these steps:Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, TaxWorks, and Ultimate Tax software. Access online tax research – Search a. Software. Jun. Drake Software requires certain files be located on the same computer used to transmit tax returns. Included in Drake Portals. Message Board participants can then respond to your questions. • 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. 6 Drake Documents Integration Options • To access the document manager setup, from the Home window menu bar of Drake Tax, go to Setup > Printing > Drake Documents. Click New Folder. Converting Client Files: You will see two icons on your desktop, 2016 ATX Conversion and 2016 ATX Conversion Instructions. Drake Documents is part of Drake Tax, and is well suited for small to mid-sized accounting firms that currently use other Drake Software. All forms orders take between 24-48 hours to ship. 29. 75"W x 11. 3. 2 Piece Report Cover w/ Window. (SSDWXX) for Drake and TaxWise Tax Window Folder with Dimond Design Side-Staple Tabs with Pocket (LA40XX) for Lacerte and. Step 1 (If installing Drake Software as a separate installation on every workstation, Skip to. You have four ways to send or receive files: Preparer – Sending a File. Set up a custom chart of accounts, import from an existing client, or use a template. To change the name of the new folder, select the folder and click Edit. 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. Click here to add a Network Upgrade to your existing Software Order. American Flag Air Fresheners. In the Network Setup section, select the drive of the workstation designated as the “server” from the Tax returns are stored here drop list. 0: NEW Live Webinar with DrakeCPE. Select Letterhead (All Packages). Files can be added to the Working Cabinet from the toolbar or through the menu bar. When you create a return in the tax software, Drake automatically creates the client folder with subfolders labeled Tax and subfolders for tax year. NOTE: These changes are “global” changes. 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. 95 - Tax Return Folders - Burgundy - Software Compatible - #150 - Nonmember. Jul. If later, the document is stored with the client’s document manager folder. 1. Taxpayer forms in Spanish – Drake Tax includes 12 printable taxpayer forms in Spanish, including Forms W-4, W-7, 13844, and 2350. Drake Software | 800. The displayed structure represents what is created when you add new returns to the software. To download a file, open Drake Documents and locate the client in the left tree menu. 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. The program updates all existing client folders in the current tax year. Tax-Aid's software compatible folders are guaranteed to work with Drake®, TaxSlayer Pro®, Crosslink®, TaxWise®, Accutax® and. Related Stores. You can also respond to questions posted by others. My cart 0 My Account My orders Edit Profile Change Password. Enter a custom folder name. Alternatively, during the. Downloads > Drake Tax). This includes client data files, print files, database files and transmission files. These Tax Return Window Envelopes are specifically designed to work with your Drake® tax preparation software. The software can be used on a single workstation or your choice of network configurations. Enter a folder name in the "New Folder" dialog box. Drop Air Freshener. a. 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®. These tax return folders give you a high quality image at a very affordable cost. 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. These Tax Return Window Envelopes are specifically designed to work with your Drake® tax preparation software. More Details; Request Sample; Priced Per Quantity (Each) 50. 25"H. The windows are positioned to align with the cover sheet produced by your software package. 1. Legal Size Two Pocket Presentation Folder. 500. Click Next. It is also advisable to make a backup of your current files to prevent loss of data. Location of client foldersIn Drake Tax, the option is available in the Backup and Restore dialog box. 3. Drake Tax and supplementary programs such as Drake Accounting, Drake Portals, Drake E-Sign, and GruntWorx. ; Set the drive and folder for your backup to. Upload from Drake Tax: Whenever you print to Drake Documents with the Drake PDF printer, select the. 1. To change the name of the new folder, select the folder and click Edit. M2 x21. Tax Return Pocket Folders. Linen Folders available in 3 colors. 866-670-8471John Higgins. 21. Choose from different styles, colors, sizes and features to suit your needs and preferences. Click Setup, then Firm(s). Nelco also provides products compatible with Drake Accounting. Drake®. Use the Select Drive drop list to choose the destination to which to copy the files. The Drake Team has been hard at work in 2008 to help ensure that tax season at your firm is a successful one. Drake Accounting provides multiple reports such as single-column balanced sheets, payroll reports, profit and loss reports, etc. Location of client folders These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. TaxWise and Drake Software Compatible Window Folders for Client Tax Returns. Share Settings: This selection allows the workstations to share all other functions capable of being shared with the selected Drake installation. 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. Highlight one or more files: Drag the file(s) down into the Drake Portals pane. Side-Staple and Top-Tabs available. When you select Run (or later open the downloaded file) to install the software, a pop-up appears. 9500 Webinars at DrakeSoftware. More Details; Request Sample; Priced Per Quantity (Each) 50. It is web-based and works with most browsers and computers. 12-490 InTax 1" Expansion Folder: Center Cut - NAVY. 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. com. This video demonstrates portal basics to the end user, including logging in, sharing files, and account settings. From the Home window in Drake, go to Setup > Data Locations to open the Data Locations dialog box. 5) Software Conversion Package (4. Sales: (800) 890-9500 Sign In. The program updates all existing client folders in the current tax year. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise and Ultimate Tax Software. NOTE: If you change your EFIN with Drake, be sure to also update it in your software by following these steps: Click Setup, then Electronic Filing & Account Information (ERO). i Drake Tax includes more than 6,000 federal and state forms and schedules: • 1040 • 1040NR • 1041. 1099 Forms. 1. ScheduleA x29. On the next window, select the install option Install Drake Tax 2022. 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. When you create a return in the tax software, Drake automatically creates the client folder with subfolders labeled Tax and subfolders for tax year. GruntWorx. When you create a new return in Drake, a corresponding folder is created in the Drake Documents. Drake Accounting ® Support may ask you to upload your client file to us so we may examine it further to best assist you. We offer a full line of tax return folders, tax report covers & tax. Choose from different styles, colors, sizes and features to. 1. located in the PDF folder on the Drake Software CD and from your User Account. Select Unselect All to remove all items from the organizer or proforma. The physical network. Side-Staple Window Tax Folder Specs: Overall Folded Size: 8-1/2″ x 11-1/4″ Click Add. When installing Drake Tax to a network, make sure to install to the root of the drive you will be running the software from. All forms orders take between 24-48 hours to ship. Folders are constructed of 80 lb. 29. . Get. 100. 75"W x 11. More Details; Request Sample; Priced Per Quantity (Each) 25. Left Pocket Presentation Folder w/ Window & Fold Down Tab. Their tax returns are also saved there in PDF. Select Yes to begin installation. felt cover weight stock. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. Page 9 / 356 Introduction There are two versions offered for Drake Accounting: the Professional Edition and the Forms Edition. Drake allows users to store documents of any kind. SecureFilePro. We tripled our productivity this tax season by connecting SmartVault, Lacerte, and DocuSign and have reduced the number of. Buy Now. 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″. This option allows the program to create the necessary client file within the Drake Documents cabinet of your choice. Drake. 21. In November, it was announced that Cinven will bring TaxAct and Drake Software, a Cinven portfolio company, together over time under a new holding company, creating a leading, full-service tax solutions provider for professionals and consumers. Print a coversheet from your tax software to display through the windows of these high-quality tax folders, and easily mail to clients. Use the Passport to Success to help get you ready for a. 6 for overall score and N/A% and 89% for user satisfaction. This includes client data files, print files, database files and transmission files. Enter a folder name in the "New Folder" dialog box. Displaying 1 to 7 (of 7 Products) Manufacturer. Take a look at some of the free support services we offer. com : Drake Tax Software - Business Laser Checks, Check Envelopes, Blank Check Paper, Quickbooks 3-Up Checks, Quickbooks Checks, Sage/Peachtree Checks, Tax Forms & Accessories, Tax Return Folders, Tax Return Envelopes, Accountants Corner,. Choose from W-2, 1099s, ACA and other federal tax forms. Click OK. Starting with. Tax-Aid's software compatible folders are guaranteed to work with Drake®, TaxSlayer Pro®, Crosslink®, TaxWise®, Accutax® and. For more helpful how-to videos, visit TaxDome Academy, our free online hub for viewing and learning everything you need to know about TaxDome. Update the EFIN. Drake Tax » Drake Documents ». $0. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Feb – Oct. . The "Transmit/Receive" dialog box is used to e-file tax returns, transmit firm information, transmit check-printing information, receive acknowledgements, and update files from Drake Software. The windows are positioned to align with the cover sheet produced by your Drake® software. 9500 | Webinars at DrakeSoftware. Locate and open the DrakeXX folder. $0. MultiTax TaxWise, Drake, TaxSlayer, Refunds Today, Accutax, Crosslink, Ultimate Tax; ProTax CCH ProSystem fx, TaxAct;. Read and accept the Drake Software 2013 License Agreement. FULL PRODUCT LINE. Collection, 25 Count, Tax Returns Pocket Folders, Stamped, for Tax Professionals (9 x 12) - Green. Drake Accounting ® provides approved scannable W-2 SSA Copy A and W-3 SSA Copy A forms. 39. See "Windows 8 - Missing Desktop Icons after NWClient Installation" in Related Links below. Locate the file and either right click and copy the file or use the drag-and-drop function to move it to the client's Drake Documents folder. Support –Drake Software blog for tax pros, covering tax, IRS news, and more. $ 1. Order a minimum of 50 folders / multiples of 50. 100. Click OK. 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. The folder appears in the screen window. For next day or second day air shipping please call for a quote. The first and simplest way of getting а document from your tax program (such as ProSeries or Drake) or from your scanning software to TaxDome is to save it directly to the client folder in the TaxDome Drive. The displayed structure represents what is created when you add new returns to the software. Make sure bar codes are printed correctly. 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. Or fastest delivery Aug 29 - 31. $ 8699. com gives you a large selection of tax folders and tax envelopes to fit any budget. Expanding Folder w/ Fold Down Tab. 95 per month or $99. On the next window, select the install option Install Drake Tax 2022. com provides discount tax return folders and tax slip sheet folders to the accounting, bookkeeping and CPA industries. To rename or delete the folder, select it in the Drake Portals pane and right click. 17 These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. This also selects Save document (s) to Drake Documents - the. Enter the New folder name and click OK. - For a large backup job, you will save time by backing up your Drake Tax files to your hard drive and then copying the Drake backup folder from your hard drive to your flash drive. . 21. If there are non-Drake Tax files you want to add to the backup, click Add related to Custom Files. 250. To insert the new folder you added above in all existing client Drake Documents folders, on. CPE Training x41. Drake Tax from Drake Software is well-suited for small to mid-sized accounting firms that process a high number of individual and. Click Change Logo. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. Select settings: Verify the time. Purchase compatible office supplies as well as W-2 blocks to seamlessly integrate W-2s from more than one million employers. $ 1. . The software can be used on a single workstation or your choice of network configurations. window. ScheduleF x23. The windows are positioned to align with the cover sheet produced by your software package. Due to nationwide paper shortages, folders may be produced with a slight variation in color or finish. Your complete satisfaction is 100% guaranteed. Includes any combination of Individual 1040 and Business tax returns up to 400. Drake Software. Export a Client List From Drake. Drop Air Freshener. For a list of Custom Software Compatible Folders, click here. Select returns to copy. Drake Software – Drake Document Manager. CCH/ProSystem FX Compatible Folders; Drake Compatible Folders; Lacetre Compatible Folders. You can obtain an RMA by calling 631-249-7744. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. Expanding Legal Size Folder. Tax Prep; Missing something? Don’t see the app you’re looking for? Let us know what apps you want to see SmartVault inside. Use code 10PCTOFF for 10% off all Tax Forms & Tax Return Supplies orders through 10/15/2023. Popular Tags. shipments from Drake Software. Click Add. Designed to streamline your tax preparation process, Drake. Please call (828) 524-8020 for assistance. Bistro 14 oz. Click New Folder. $ 10399. Click New Folder. TaxCalcUSA offers One-stop shopping for all your tax. 890. Click Add to upload additional files (optional). More Details; Request Sample; Priced Per Quantity (Each) 50. To customize the folder and file structure created by Drake Software, you can add subfolders to the required folders. Excess advance payment amounts received will be required to be repaid in certain circumstances. Select Yes to begin installation. $ 1. The windows are positioned to align with the cover sheet produced by your software package. EGP Income Tax Return Folder - Prestigious - Large. SHOW DEAL. Drake Tax 2022 ©2022 Drake Software, LLC TAXPAYER INFORMATION NAME Basset Hound TIN 400-00-6003 DATE OF BIRTH 01-01-1988 EMAIL Hound@1040. Drake Software. 3/16" score. Menu. More Details; Request Sample; Priced Per Quantity (Each) 50. Features & Specs: 1" Expandable Double-Window Pocket Folder. The windows are positioned to align with the cover sheet produced by your software package. In some cases, an OS that is released after the software's release may not produce the needed desktop icon. You can also review them feature by feature check out which application is a better fit for your enterprise. 5. Make journal entries to one of the five separate journals – general, cash receipts, cash. Alternatively, during the. Description: Specially designed for use with Drake, TaxWise and other tax software. 1. 100. Use it to store client source documents and completed tax returns and to reduce the amount of paper documents you have to handle and store. 17. I currently have drake software installed on my main computer at my main office and my one employee launches the software using a shared application folder while she is at the the main office. SmartVault integrates with Drake Software to provide built-in document management for the software. Import the Spouse's Data from the CSV File to TaxDome. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax. Left-click on "Map network drive. 1. 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). State Install. Envelopes & Tax Software Order Tax Software Folders from Greatland! Contact Us 2480 Walker Ave NW Grand Rapids, MI 49544 Call us at 800-968-1099 Click the arrow beside the Drake Help button to access a video tutorial. 12-765b MultiTax Folder: Tax Return Embossed and Foil Center Cut Hidden Staple Tab - Burgundy Tax-Aid's software compatible folders are guaranteed to work with Drake®, TaxSlayer Pro®, Crosslink®, TaxWise®, Accutax® and. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, TaxWorks, and Ultimate Tax software. 75"W x. The windows are positioned to align with the cover sheet produced by your software package. One Inch Expandable Slip Sheet Tax Folders 100% guaranteed to work with Intuit Lacerte and ProSeries Tax Software. Wait for the Drake 2013 Software Programs window to be opened, displaying two installation options: Install 2013 Drake Tax Software and Install Drake Client Write-Up. It's perfect for client organizers. American Flag Air Fresheners. Traditional foil stamping and embossing on our darker linen papers provides a look of timeless simplicity and elegance. exe” files in the main Drake Accounting ® folder (substitute YY for the year of DAS): DrakeAccounting20YY. 02 /BNDL:. It's well-reviewed for customer service, user experience and its three cost-effective plans. Click New Folder. 866-341-3799. 75" x 11. 2 Months Ago Drake Documents. Tax Prep; QuickBooks. (See Figure 2-3 on page 16. How did Drake Tax do in the NATP 2021 Software Survey? Drake Software had the highest rating in seven categories (most ratings are on a five-point scale): Customer Retention (96%) Reliability of Software (4. It does cost $1 per client and you buy 25 at a time. SecureFileProTM provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. 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. The setup window opens: Click Enable Automatic Backup. Enter a folder name in the "New Folder" dialog box. Blue Linen. It is also advisable to make a backup of your current files to prevent loss of data. In. discount by adding TheTaxBook WebLibrary to your Drake Tax order; current customers can order through the Drake Support site. That way, your Drake. GruntWorx is the Drake name for text recognition automation features, which. K1 x129. With Drake cloud, With Drake hosting, you can retain all the features and functionalities of Drake software even on the go. If multiple machines are used for tax preparation in one office, files can be moved to other computers and uploaded to a single machine to. 3 and 8. In. Call (828) 524-8020 for assistance. 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). exe; DrakeAccounting20YY. Kevin K. Note: You cannot add files or folders directly to the Files tab, one of the listed folders must be selected first. A complete list of shortcuts and commonly used keyboard shortcuts for Drake Tax is available in the Quick Reference Guide, select Help > Software Manuals & Online Resources on the Home window of the software (or included as a PDF document on your installation disk). 95 per month or $99. I currently have drake software installed on my main computer at my main office and my one employee launches the software using a shared application folder while she is at the the main office. 12-765b MultiTax Folder: Tax Return Embossed and Foil Center Cut Hidden Staple Tab - Burgundy Tax-Aid's software compatible folders are guaranteed to work with Drake®, TaxSlayer Pro®, Crosslink®, TaxWise®, Accutax® and. Actual Size: 8. Page of 1. 8. 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. 1. With Drake Software’s tax folders, you can elevate your tax preparation game and achieve a higher level of efficiency in managing your clients’ tax affairs. The new folder appears in. • For either cabinet, we recommend that you select Allow Drake to set up Docu- ment Manager Client Folders. Select the Client menu, Tax Type, and select the tax type you wish to back up. Cut-A-Way Tax Covers; Twin Pocket Tax Portfolios; Colored Twin Pocket Report Cover;. MTPO provides that feature. Actual Size: 8. Features & Specs: 1" Expandable Double-Window Pocket Folder. 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. Choose from 4 formats: Side-Staple, Top-Staple, Pocket Only, or Expandable, and customize with foil-stamped. 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. Actual Size: 8. Wrap Around Report Cover w/ Round Corners. The pocket is on the right hand side and is die cut for your business card. • Customizable cabinets and folders • Backup utility Document Management and Storage 2022 Readers’ Choice Awards. You must complete this basic step yourself. The software can be used on a single workstation or your choice of network configurations. Nelco also provides products compatible with Drake Accounting. 39. 500. Data Entry Help Drake. The suite has good, integrated solutions for tax document automation (GruntWorx), portals. 1. 07, 2010.