User's Manual - Drake Software

SecureFilePro
Drake Software User’s Manual
SecureFilePro
• Failed — A transmission failure stopped the download.
• Pending — The upload to GruntWorx is still in progress.
• Completed — The upload to GruntWorx is complete but you have yet to download
the completed job back to your computer.
• Downloaded — The job has been downloaded to your computer and the job is
complete.
When the Status is Completed, select the job to download by marking the check box
on the left of the client’s name, and click Download. (Circled in Figure 13-19 on
page 361.) You can click the check box at the top of the ID column to select all listed
jobs for download
Click Refresh to update the window.
Note that in the upper-right corner of the GruntWorx Status dialog box is a running
tally of the number of tokens purchased, the number used, and the number remaining.
Available to users of either the Working Cabinet or the Archive Cabinet, Secure-
FilePro TM is an HTTPS file-sharing site that allows you to send and receive documents
on your own secure web portal. Think of it as a document exchange site for you and
your clients. You can upload to SecureFilePro TM any documents that you have saved,
imported, scanned, and stored in your Drake files, and your clients can go to the
SecureFilePro TM website to view or download those documents. Your clients can also
upload files to the portal for you to retrieve.
Other features of SecureFilePro TM include:
• An activity report that shows, at a glance, who has accessed which accounts and
what has been uploaded and downloaded from the site
• Automatic alerts e-mailed to your clients when their documents (such as their tax
returns) are available for viewing or downloading
• Automatic alerts when you are reaching the limit of your file-storage capacity
New for 2012: Folder Management
Among the changes and enhancements made to SecureFilePro TM :
• E-mail customization will allow clients to:
– Change certain text within the automatic e-mails
– Add/remove a logo
– Customize instructional paragraph for new and existing clients
– Add additional paragraphs, and add footer information to e-mails
• Administrators and preparers can now add folders and upload files to “Documents
to Preparers.”
• Users with access can rename and delete added folders. The default folders still
cannot be changed or deleted.
362 Tax Year 2012