1. $0. To insert the new folder you added above in all existing client Drake Documents folders, on. 100. the Working Cabinet and the Archive Cabinet. Select the file to be uploaded and click Open. Drake. Drake. Locate the server computer (in the above examples, "MyServer") under "Network" and open it. Click OK. Use the Passport to Success to help get you ready for a. Or fastest delivery Aug 29 - 31. 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. 1099R x42. When you create a new return in Drake, a corresponding folder is created in the Drake Documents. More Details; Request Sample; Priced Per Quantity (Each) 50. Actual Size: 8. Firm Management. Alternatively, during the. Window Folders for Software More Info › Multi Purpose Folders Other Multi Purpose Folders. 100. Direct transfer of images or documents captured on the Drake Portals client’s mobile device. Sort By: Page of 1. Integrated into Drake Tax – print returns to PDF and easily store. Click the plus sign to open the client’s . And, they are all backed by our Lowest Prices Guaranteed. 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. 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. com) Also In This Category Shop for Drake Tax Folders that are designed to work with Drake tax preparation software. Please call (828) 524-8020 for assistance. Select Letterhead (All Packages). Choose Select All to add all items back to the organizer or proforma. Next . com 1 ow you prepare for tax season can have a lot to do with how smoothly your season goes. Drag and drop file transfer from Drake Portals clients to Drake Documents. Software- Compatible Folders • Windows align with software cover sheets • Folders are 8¾” x 11¼”, 80# with a 3/. Click the icon to Install Drake 2013 Tax Software. Drake Software – Drake Document Manager. Software Setup Drake Software User’s Manual 18 Tax Year 2012 1. 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. Select Use Working Cabinet or Use Archive Cabinet. The pocket is on the right hand side and is die cut for your business card. Select Yes to begin installation. View the custom report, then export it to a CSV file. Right-click and select Create New Folder. Current year. 1099 Forms. Drake Software. 25. Share Settings: This selection allows the workstations to share all other functions capable of being shared with the selected Drake installation. M2 x21. Click Change Logo. Click the General tab. Nelco also provides products compatible with Drake Accounting. Actual Size: 8. Bulk Discounts on Client Income Tax Return Presentation Folders & Covers. 5. . Running the software from within a sub-folder will produce errors. Enter a custom folder name. Drake Documents. It is also advisable to make a backup of your current files to prevent loss of data. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax. To review or edit the letterhead: From the Home page menu bar of the software select Setup > Communications Editor. Technology. 1. QuickBooks Checks & Supplies. Select Yes to begin installation. Blue Linen. 250. This includes client data files, print files, database files and transmission files. 45/Count) $11. Foil Stamped Letter Size Two Pocket Folder. You will see that your client now has a plus sign by their name. 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. The manual21. 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. After the PDF is printed, a dialog box displays the client's Drake Portals folders. When you select Run (or later open the downloaded file) to install the software, a pop-up appears. With the Professional Edition, Drake Accounting offers professional, full-scale accounting services to unlimited clients. 1. All of our staff are experienced preparers, but I would be hesitant to throw a new person into a complex return with Drake as it does not do much hand holding like many of the other more expensive platforms. Starting with. From Drake Documents: Open the taxpayer's folder in Drake Documents. Select Rename Folder or Delete Folder from the. 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. Upload from Drake Tax: Whenever you print to Drake Documents with the Drake PDF printer, select the. . To change the name of the new folder, select the folder and click Edit. The die-cut double windows align perfectly with software-generated cover sheet produced by: AccuTax, ATX, CCH ProSystem fx, Creative Solutions, Crosslink, Drake, ExacTax, Intuit, Lacerte, ProSeries, TaxAct,. The displayed structure represents what is created when you add new returns to the software. Converting Client Files: You will see two icons on your desktop, 2016 ATX Conversion and 2016 ATX Conversion Instructions. 500. Side-Staple Window Tax Folder Specs: Overall Folded Size: 8-1/2″ x 11-1/4″ Click Add. Drake Accounting provides multiple reports such as single-column balanced sheets, payroll reports, profit and loss reports, etc. Current year. Click Save, and then click OK. Drake Software. Tax-Aid's software compatible folders are guaranteed to work with Drake®, TaxSlayer Pro®, Crosslink®, TaxWise®, Accutax® and. Scan the tax documents as a PDF document into the client's Drake Documents folder. When I work from home I use team viewer to remote access my main computer. . Products – Learn more about Drake Software’s products and . Folders are constructed of 80 lb. The program updates all existing client folders in the current tax year. 17 These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. Please use the Contact Us link above for customer support questions. From the Report manager, create a custom report that includes all the client data you want to move to TaxDome. Generate a folder cover sheet on which is printed the taxpayers’ names and the name, address, and phone number of the preparer’s firm. Nelco also provides products compatible with Drake Accounting. 500. 75"W x 11. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. For next day or second day air shipping please call for a quote. 21. Software-compatible window folders. 11660: Protection Plus - Definition and Software Setup. Select New Report. m. $ 1. Choose from 2 template sizes to pair with your presentation folders with the appropriate tax / accounting software. Forms & Software (99) Tax Supplies (153) Envelopes (148) Report Covers (85) PORTFOLIOS & REPORT. We offer a full line of tax return folders, tax report covers & tax report envelopes that are compatible with Drake™ Tax preparation software. Although uninstalling Drake Software removes most of its files and folders, some leftover files may still remain on your computer. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxSlayer, TaxWise, and Ultimate Tax Software. More Details; Request Sample; Priced Per Quantity (Each) 50. • Customizable cabinets and folders • Backup utility Additional Service. From the 2018 reviews of professional tax preparation systems. Because Drake Accounting is the hub of all payroll activity, those using Drake Accounting must accept or invoke this synchronization (or “sync”). Browse to the graphic image you want to use, select the image file and click Open. 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. Select Yes to exit the Update Manager. For next day or second day air shipping please call for a quote. 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). Our tax return folders give you a professional look for your clients. com). Client – Receiving a File. Share Settings: This selection allows the workstations to share all other functions capable of being shared with the selected Drake installation. The award-winning Drake Documents saves time by integrating with your email launcher, link to external files, file-tracking tools, import and export capabilities, and customizable file cabinets. Left Pocket Presentation Folder w/ Window & Fold Down Tab. Description: Specially designed for use with Drake, TaxWise and other tax software. exe (where Z: is the network server and YY the software year) and select Send to > Desktop (create shortcut). These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. Locate and open the DrakeXX folder. Due to nationwide paper shortages, folders may be produced with a slight variation in color or finish. Legal Size Two Pocket Presentation Folder. com). With Drake cloud, With Drake hosting, you can retain all the features and functionalities of Drake software even on the go. 1099s, ACA Forms, Envelopes & Tax Software All our tax forms are IRS approved and guaranteed compatible with your software. GruntWorxOrganize. Location of client foldersIn Drake Tax, the option is available in the Backup and Restore dialog box. Access online tax research – Search a. 5 Stars. Your complete satisfaction is 100% guaranteed. 5" when folded. However, 1099 IRS Copy A, 1098 IRS Copy A and 1096 IRS Copy A require pre-printed "red-line" forms. 9 days ago @ 7:44 PM Purchasing + Installing How do I install Drake Tax? Drake Software customers can download and install available versions of Drake Tax (federal and state. , the one to which it was assigned by the application process. In. K1 x129. During setup, change account information as needed, add account levels, enter current budget, starting balances, and export to Drake Tax. Drake Accounting ® Support may ask you to upload your client file to us so we may examine it further to best assist you. Drake Tax allows only a . • Customizable cabinets and folders • Backup utility Document Management and Storage 2022 Readers’ Choice Awards. 20. Update the EFIN, then click OK. Qty: Features : Use these folders with your tax software or create your own custom slip-sheet. The windows are positioned to align with the cover sheet produced by your software package. Use the Passport to Success to help get you ready for a. 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. Professional tax return folders with pockets, tax covers, custom folders and covers for all types of important documents. 29. Folders are constructed of 80 lb. Use the Passport to Success to help get you ready for a. 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. 866-670-8471John Higgins. Tax Software Folders; Tax Software Envelopes; 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. Legal Size Two Pocket Presentation Folder. In the Drake Portals pane, click on the Files tab and open the folderDocuments to Preparer. e. 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. To view forms, follow the steps below: Select File > View; the "EF Selector" dialog opens. View Details. Taxpayer forms in Spanish – Drake Tax includes 12 printable taxpayer forms in Spanish, including Forms W-4, W-7, 13844, and 2350. 125. In the Network Setup section, select the drive of the workstation designated as the “server” from the Tax returns are stored here drop list. I am now opening up a new office and wanted to hire a remote tax preparer. From the Report manager, create a custom report that includes all the client data you want to export. 2. 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. Click Next. 2 Piece Report Cover w/ Window. 1. Tax Prep; Lacerte. Drake Accounting® provides approved scannable W-2 SSA Copy A and W-3 SSA Copy A forms. Make sure bar codes are printed correctly. Select Upload document (s) to Drake PortalsTM and notify client (s) via email. Optional personalization available in gold or silver foil with a 1 or 2 line imprint. 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. Click New Folder. Check your downloads folder for the executable if the file does not begin to run automatically. m. Click here to add an E-File Option to your current MI Sales Tax Express. Shop smart and save with Drake Software coupons, promo codes, and discount codes on Sociablelabs. Features & Specs:Masterdatadirect. More Details; Request Sample; Priced Per Quantity (Each) 50. Click OK. Hello Anonymous Websi. 39. It's perfect for client organizers. We think of it as the secret to our success - and yours. Form 1098-C does not need to be printed in red-line forms per Form. 800-447-6788 | Satisfaction Guaranteed. pdf is a comprehensive guide for Drake Software users, covering topics such as installation, setup, data entry, e-filing, printing, and troubleshooting. How do I move a document to another folder in Drake Documents? There are several ways to move documents from one folder to another in Drake Documents (previously Drake Document Manager or DDM). Call (828) 524-8020 for assistance. It does not, however, function outside of Drake Software, so it cannot be used with other software programs such as Microsoft Office. Tax Software Compatible Envelopes. To create additional folders: Highlight the drawer or folder that contains the new folder. Tax Software Folders ; Tax Return Folders. Select the Client menu, Tax Type, and select the tax type you wish to back up. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. 500. 1. Select Yes to begin installation. $ 2. SecureFilePro. Drake Tax offers several plans to choose from, including Drake Tax Unlimited, which retails for $1,595; the Power Bundle, which includes Drake Accounting Pro, and runs $1,695; and a Pay-Per-Return. Guests can send and receive files without going through a portal. Nelco also takes orders by: Phone (800) 266-4669) Fax (800) 996-3526) Email ([email protected] or Unsigned. Lockhart tax return presentation folders are quite simply, a class above, without peer, and made from the finest premium cover stock available. partners. Produce a comparison sheet containing data from the current-year and prior-year returns. Find tax folders and window envelopes that are compatible with Drake software coversheets. Note: • This feature does not edit or remove existing. All forms orders take between 24-48 hours to ship. $ 8699. No rights or endorsements are assumed or implied. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax Software. $ 1. Buy Now. We offer the largest assortment of tax return folders for accountants available online today. Related Stores. 1099 Envelopes. Foil Stamping: One color – choose from 13 colors. DrakeSoftware. If you have selected the incorrect folder, press the back arrow to return to the folder selection on the Files tab. 100. Location of client folders These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. ATX Pay–Per–Return System (PRS) is designed for professional tax preparers who file a lower volume of 1040 and business returns. 866-670-8471John Higgins. Table of Contentsshipments from Drake Software. These Tax Return Window Envelopes are specifically designed to work with your Drake® tax preparation software. Displaying 1 to 3 (of 3 Products) Displaying 1 to 3 (of 3 Products) New Products For November - Tax Return Folders Drake Tax Compatible Tax Folder Burgundy MDSFBU06 1. screen, choose an install location for Drake Tax, then select the states . EGP Income Tax Return Folder - Prestigious - Large. Page of 1. Software-compatible window folders. 07, 2010. Drake Tax from Drake Software is well-suited for small to mid-sized accounting firms that process a high number of individual and. We have tax envelopes, tax software, e-file solutions and tax kits with print-compatible forms for those who prefer to prepare their forms from the convenience of their desktop. Sales: (800) 890-9500 Sign In. The size of the image as printed can vary depending on your printer setting. linen stock; 8 7/8" x 11¼" Use with Envelopes E3, E8 Drake Tax Folders & Envelopes. Tax Software Folders ; Tax Return Folders ; Foil Imprint Tax Folders. 9500 | Webinars at DrakeSoftware. . Click Save, and then click OK. When installing Drake Tax to a network, make sure to install to the root of the drive you will be running the software from. 25"H. 17Otherwise only data collection and tax return preparation may occur there. Use the drive letter of the storage device noted in step 1. Drake Software User’s Manual About Your Drake Software User’s Manual Tax Year 2015 5 1 Introduction Drake Software has some exciting changes and additions for the 2015 tax season: Link-Backs, DoubleChecks, and LookBack, new forms, new screens, and new work-sheets, new partnership K-1 allocations, enhanced email setup, footers for letters andTop 6 Reasons to. 1. Submit the document to Drake Software for validation. The windows are positioned to align with the cover sheet produced by your software package. Accounting Module. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. It is also advisable to make a backup of your current files to prevent loss of data. 3. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. 1. Open Drake. The issue is mainly the price difference and savings of close to 2000. We offer a full line of tax return folders, tax report covers & tax report envelopes that are compatible with Drake™ Tax preparation software. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. 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. Tax Return Pocket Folders. Feb – Oct. Federal & State Business Returns (In TaxWise Desktop) 1120, 1120S, 1065, 1041, 706, 709, 990. com. 17. Drake provides the tools and support tax professionals need to build their businesses and attract new clients. Step 3: Remove Leftover Files and Folders. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. $3625 ($1. File Download. Categories. Side-Staple and Top-Tabs available. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. Tax Return Pocket Folders. I wanted an easy way to get their electronic signatures. 100. Drake runs quickly and covers our needs for tax preparation. Step 3. Click Exit. bmp) is 209 X 323 pixels (W x H). Business card slits provided on the right pocket. Drake Software has made its mark in the market with its tax and accounting solutions. Location of client folders Complete your presentation with compatible tax envelopes for Drake Software, TaxWise software or TaxWorks software. CONVENIENCE. Repeat the steps below for each tax type you wish to convert. com > info@DrakeSoftware. Go to Tools > File Maintenance > Backup. Note: • This feature does not edit or remove existing. - When restoring a large number of files, it will be quicker to copy the backup folder from your flash drive to your hard drive, and restore from the hard drive. Features & Specs:NELCO provides Drake compatible supplies - tax folders, envelopes, cards, CD tax return envelopes and labels, specialized post cards, blank 1099s, perforated blank W-2 Forms, and several other products. 250. For steps on deleting clients through Drake Tax, see Related Links below. If you choose Orga-nize, you will have a PDF file. Alternatively, you can display the Drake shortcut among your tiles by dragging the All apps shortcut to the tiled area and dropping it there. $0. com). 100. Click Save, and then click OK. All forms orders take between 24-48 hours to ship. 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. 10 - Drake22 Updates New 11763: Attachments for e-Filing - General InformationTo customize the folder and file structure created by Drake Software, you can add subfolders to the required folders. 95 - Tax Return Folders - Burgundy - Software Compatible - #150 - Nonmember. Tire Gauge with Clip. How and when can I get a conversion program for my old tax software? For new Drake clients and trial software clients: Full Version Downloads. Basic Tax Return Folders Designer Tax Return Folders Simple Folders Available with Pockets, Side-Staple Tabs, Top-Staple TabsSet Up Account. Select the boxes to the left of the client folders you want to archive or click Select All. Expanding Pocket Folder for Large Tax Returns. View the custom report, then export it to a CSV file. bmp image of a different size may work, but it. The windows are positioned to align with the cover sheet produced by your Drake® software. The new folder appears in. Double-click on the preparer or select the preparer and click Edit Preparer. DoubleCheck. If you are comfortable navigating in the network file structure, from each workstation, right-click on Z:DrakeYYFTDrakeYY. and find your client. Drake Software requires certain files be located on the same computer used to transmit tax returns. 3. Related Categories. com > Support > Documents). 1-212-473-7338. Tax Software Envelopes. Select the desired import file from the list and then click Open (or just double-click on the file). Select Unselect All to remove all items from the organizer or proforma. Message Board participants can then respond to your questions. com). Get. Location of client foldersTax Folders, Tax Envelopes and Tax Forms - 100% Satisfaction Guaranteed. Description. 1. Tax Folders designed for Drake, Lacerte, ATX, ProSeries, CCH, ProSystem, & other software Tax Folders, Tax Covers and Tax Envelopes are critical to projecting a. You must upload the files again and recreate any custom folders again.