Drake Software has unveiled another product, SecureFilePro – a safe and convenient document exchange program that allows tax professionals to exchange documents such as tax returns and profit and loss statements with their clients from their own secure website. SecureFilePro is being launched this month, according to Drake Software.
SecureFilePro will provide tax professionals with a customized web address and the ability to brand their site with their own company name and logo. The website will be accessible from any computer with Internet access at any time. Taxpayers will be able to upload documents their tax preparer needs to complete their return, and tax preparers will be able to upload completed tax returns and other documents so they can be reviewed at the taxpayer’s convenience. The number of client accounts will be unlimited with initial storage capacity of up to five gigabytes or approximately 20,000 files. (After the first 5 GB clients may add 5 GM of additional storage at $10 more per month.)
The addition of SecureFilePro is yet another way Drake is helping customers run a truly paperless office, saving them time and money. It’s integrated with Drake’s Document Manager, an electronic storage solution for taxpayer documents and returns, so tax professionals will be able to easily organize files for future access. Brian Stork, Drake Software’s Vice President of Application Development, said, “We are very excited about this product and the doors it opens for us to move forward.” He added, “Through tight integration with our Document Manager, our customers will enjoy safe and convenient document exchange with their clients. It will open an additional line of communication and will give the preparer another way to streamline their workflow and provide the level of service their clients expect.”
In short, SecureFilePro is a safe, convenient online file transfer portal that benefits tax preparers, their clients, and their business. A two-week trial version will be available at no cost. Three plans will be available, with the Basic Plan costing as little as $9.95 a month or $99.95 annually. For more information, visit http://www.securefilepro.com/ or call 800-890-9500.
About Drake Software
For more than 30 years, Drake has provided tax preparers with fast, reliable software to prepare and file both federal and state tax returns. Today, more than 34,000 customers use Drake Software. Using product evaluations, feedback from customers, and state-of-the-art programming, Drake continues to achieve its goalsA of consumer satisfaction and product refinement. For more information, visit DrakeSoftware.com or call (800)890-9500.