User's Manual - Drake Software

Drake Software User’s Manual
SecureFilePro
• Site Branding: Logos can now be placed left or right of the Firm Name.
• File expiration settings will allow our clients to set a date to expire all files.
• Move/Copy feature has been added so clients can move or copy to a new target
location.
• There have been behind-the-scenes changes to make PDF file sizes smaller. This
will help with storage in SecureFilePro and with decreasing lag time in creating,
copying, and moving PDF files.
• A download indicator was added. When a file has been downloaded, the date and
time the download was completed will show in the file information.
• Other changes:
– Unlimited number of files is now allowed in these folders:
– “Document to Clients”
– “Documents to Preparers”
– “Private” (administrator and preparers only)
– “Public”
SecureFilePro Sign-up and Costs
Accessing SecureFilePro
Sign up for SecureFilePro TM from the Drake Support website (Support.DrakeSoftware.com
or click Support from the Drake Software Home window). From the blue
menu box to the left side of the Support web page, select Resources > SecureFilePro.
Follow the onscreen directions to set up an administrative account and to add employees
and clients who will have access to the site.
The cost of using SecureFilePro TM is determined by the number and size of the documents
you upload and save there. Prices are as follows:
• $9.95 monthly ($99.95 annually) for a 250-Mb portal
• $19.95/$199.95 for a 1-Gb portal
• $29.95/$299.95 for a 5-Gb portal
Once your account has been set up and made accessible, you and your clients can
access your clients’ information from the SecureFilePro TM website (www.securefilepro.com).
You and your staff can also access SecureFilePro TM through the Document
Manager by clicking the Portal button from the Document Manager toolbar.
(Figure 13-20 on page 364).
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