Drake Documents: 5 Features You Should Know
Drake Software is well-known for its tax and accounting tools, earning high ratings in the industry. A survey by the Journal of Accountancy placed Drake Software at the top, with...
Drake Documents Details
| Price | Free with Drake Tax Software. |
|---|---|
| Rating | 4.5/5 by CPA Practice Advisor. |
| Business Function | |
| Industry | |
| Compatibility | Drake Software, SecureFilePro, GruntWorx, Drake E-Sign & TicTie Calculate. |
| Developer | Drake. |
What is Drake Documents?
Drake Documents is an electronic document management system that ensures a paperless tax process for your firm. It eliminates errors in tax filing by offering a unified platform for all client files, be it W2, 1099, social security cards, licenses, or the prepared tax file. Drake Documents can be used with Drake software at no additional cost.
Drake Documents also seamlessly integrates with Drake Portal, the cloud-based client communication platform, offering tax preparers the leverage to receive and send files online. Moreover, tax preparers can get the client’s e-signal with Drake Documents using a signature pad.
Drake Documents has two types of cabinets- Working and Archive Cabinet. The working cabinet is the default storage system for the Drake software. However, the archive cabinet is a much better option to store files as you can access the files from every year. In contrast, the working cabinet only stores files for the current version of Drake software. You can choose the cabinet type that fits your requirements. Moreover, you can also move the files from the working cabinet to the archive cabinet.
Key Features of Drake Documents
Custom Folders
Drake Documents enables you to customize the file structure as per your requirements, facilitating efficient file management. Add new folders to the existing client folders.
Backup and Restore
Drake Documents includes an in-built backup feature that allows you to back up and restore documents from external devices, such as a USB drive. You can easily set up automatic backups.
Document Sharing
Drake Documents integrates seamlessly with Drake Portal to give you an online platform to share documents with clients easily and get them e-signed remotely.
Email Integration
Integrate Drake Documents with your default Windows email or other third-party programs, enabling you to send emails directly to clients from Drake Documents.
Data Import/Export
Drake Documents allows easy import of data from scanners and emails, ensuring an efficient flow of information.
Security Features
Drake Documents deploys multiple security features, such as user permissions, watermarking, and data encryption, to keep the tax data secure from external threats.
Host Drake Tax Software and Drake Documents With Ace Cloud Hosting
Host Drake Tax Software and Drake Documents together with Ace Cloud Hosting for seamless access and enhanced performance. Other benefits include:
State-of-the-art Security
We have advanced security protocols and systems in place to protect your tax data completely. Safeguards like data encryption, gateway firewalls, and multi-factor authentication ensure data security at all levels.
Unlimited Storage
Scale your tax process with the changing business requirements without the need to invest in the local IT infrastructure.
All-time Availability
We host your tax data on Tier-5 data centers with fault-tolerant systems to SLA- guaranteed 99.99% uptime. Our business continuity and disaster recovery plan ensures continuous operations, even during a crisis.
Reduced IT Dependencies
Reduce the in-house IT expenses of purchasing, deploying, and upgrading the servers. Reduce IT hassles as we take care of everything, from IT upgrades to migration and support.
Optimum Performance
Our cloud infrastructure is built on redundant high-performance computing servers, which ensures a lag-free tax operation, even when multiple users work on personal devices from remote locations.
24x7x365 Customer Support
Relieve yourself from IT issues as we offer round-the-clock support to all our customers. Contact our cloud experts through your preferred medium - call, chat, or email to get answers to all your queries.
Steps to Integrate Drake Documents with Drake Tax Software
Step1
Use Drake Documents Integration setup (Setup > Printing > Drake Documents) to select your default cabinet and file structure.
Step2
Choose the file and storage structure type as desired: Working Cabinet, Archive Cabinet.
Step3
Allow Drake to set up Drake Documents client folders (Recommended).
Frequently Asked Questions
Drake Documents offers two cabinets: a Working and an Archive cabinet. You can choose between the two according to your requirements. The Working Cabinet is the default storage system for Drake software. Moreover, files can be easily transferred from the Working to the Archive Cabinet.
No, Drake Documents is not a cloud-based solution. All your tax files are stored on the local server where the Drake software is installed.
You can move the client files from the working cabinet to the archive cabinet in some easy steps.
- Click on the “Documents” icon in the Drake software toolbar to access the working cabinet.
- Once the working cabinet is opened, click the “Archive” icon in the toolbar.
- In the dialog box, select the files you want to archive and click on OK.
Drake Documents offers security features like watermarking, password protection, and data encryption to keep the tax data and client’s personal info safe. However, you can choose a cloud service provider like Ace Cloud Hosting to add an extra layer of security to the tax process.
The system requirements for Drake software are:
- Operating Systems: Windows 10 and 11 & Windows Server (2012, 2016, and 2019).
- Processor: 2.0 Ghz or higher.
- RAM: 8 GB or higher.
- Resolution: 1920 x 1080.
