Drake Documents

Integrate with Drake tax software for secure storage of client tax data in the form of PDFs.
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    Business Function
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    Drake Documents offers an easy way to manage tax documents, records, and returns. Reduce costs by saving the money spent on paper and toner and saving time by enabling your employees to search for documents easily.

    Pricing:

    Free with Drake Tax (comes as a bundled product)

    Compatibility:

    QuickBooks (Pro, Premier, Enterprise), Drake Software, GruntWorx, and Drake e-Sign
    drake-document-integration-with-drake-software

    Features And Benefits

    Email Documents

    Email files and documents instantly to your clients with the integrated email launcher in the Working Cabinet and Archive Cabinet upon completing any task.

    Import/Export Data

    There might come a need to sync data with accounting applications like Drake Accounting. Import/Export data conveniently and reduce data entry errors.

    Data Security

    Drake Documents offers top-notch data security with features like data encryption, round the clock data monitoring, and using firewalls and antivirus.

    Document Sharing

    Drake Documents integrates with Drake Portal for seamless file sharing among various stakeholders such as clients and team members.

    Customizable Cabinets

    Free yourself from physical files and folders and store your documents digitally in a customizable Working Cabinet and Archive Cabinet.

    Data Backup

    Regular data backups are essential to ensure easy retrieval of it (if required). Drake Documents offers built-in regular data backups for smooth functioning.

    Host With Ace Cloud Hosting For More Benefits

    Drake Documents is a desktop-based document management application. It allows you to organize the information and store documents digitally in a safe environment.

    However, your Drake Documents can become even more powerful, and you can enjoy benefits like remote access, high-performance computing, better data security, and more if you host it on Ace Cloud Hosting’s platform. Other benefits include:

    • 99.99% Uptime Guarantee
    • Always-on Support
    • 45-Days Rolling Backup
    • 10-Day Free Trial
    • Flexible Pricing Plans
    • Enterprise-Grade Security