15765: Using Drake Portals (SecureFilePro™) in Drake Accounting® (DAS)

Drake Portals (SFP) is not installed or integrated with Drake Accounting^®, but reports can be uploaded to the Drake Portal from any location to which you have saved the report. For example

• You can save a PDF report to a folder on your desktop, navigate to it from your portal and upload it.
• You can save a report in the Drake Documents Archive Cabinet and upload it using the same procedures as uploading a tax return.

For information about installing and setting up the Drake Documents for Drake Accounting^®, see Related Links below.

For help using Drake Portals, go to the Drake Software Knowledge Base and review articles in the Drake Software > Drake Portals - SecureFilePro category on the Browse tab, or search Drake Portals.