Drake Software

SecureFilePro is a leading brand that offers secure and convenient client file transfer solutions on the SecureFilePro. com domain. With SecureFilePro, you can have your own piece of the cloud, ensuring the safe exchange of sensitive documents.

Whether you need to send or receive client files, you can do it easily on your secure site anytime, anywhere. Additionally, SecureFilePro allows you to back up your critical Drake Tax files offsite, providing added protection for your business. The platform offers various features to streamline your workflow.

Your clients can upload files directly to your portal site, saving them a trip to your office. You can also upload tax returns and other documents for your clients to download at their convenience. The system is mobile-friendly, enabling clients to snap photos of tax documents and upload them directly to your portal.

Built-in messaging allows for seamless communication between you and your clients. Moreover, the platform supports online electronic signatures and electronic payments for added convenience. SecureFilePro offers customization options like setting file expiration dates, customizing emails to customers, and branding the portal with your company name and logo.

Email notifications keep you updated on portal activity, and Integrated cloud file backup ensures the security and privacy of your data. Trust SecureFilePro for industry-standard security measures and a user-friendly experience