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16379: SecureFilePro - Account and Subscription Settings (SFP)


SecureFilePro

Choose from the following frequently asked questions about SFP account settings: 

 

For a video tutorial of some of these options, see SFP - Account Settings (Firm)

How do my employees or clients recover a forgotten username or password for SFP?

An SFP user can recover a forgotten username or password if a current email has been entered in the SFP account. Your employees and clients recover passwords in essentially the same way.

The user should:

  1. Go to the account log in page (the internet address used to log in to your SFP account).
  2. Click the Forgot user name or password?​ link.
  1. Select I am a tax preparer (for your employee) or I am a client (for your taxpayer/client).
  1. Click one of these links:
    • I forgot my username (requires entry of SFP account email address)
    • I forgot my password​ (requires entry of username)
    • I forgot both, or can no longer access the e-mail address I used when I created the account (directs employee to contact administrator, or client to contact tax preparer).
      • If the user knows the SFP email address, the user can click I forgot my username to retrieve the account username, and then click I forgot my password to retrieve the password.
    • My email link is no longer valid; I need to set (or reset) my password (requires entry of username)

How do I set expiration for client files or other files in SFP?

You can set a file expiration limit on files in the Clients, Public or Private folders in SecureFileProTM.

For all files in a folder

  • New files: You can set a default expiration period for new files in the Clients, Public or Private folder - for any file that is uploaded after the expiration setting is changed. For each folder, you set a separate period that applies to all files in the folder.
    • Available expiration periods are
      • Never
      • 7 days
      • 30 days
      • 60 days
      • 90 days
      • 6 months
    • Expiration occurs in the early morning on the last day of the period.
  • Existing files: You can set a default expiration date for existing files in the Clients, Public or Private folder. For each folder, you set a separate date that applies to all files in the folder. Expiration occurs in the early morning on the selected date.
  • To complete these folder tasks, a login with Admin access level is required.

The following steps show the process when logged in to the SFP Website. Some settings are available through the Drake Tax Integration. For information about the setting location in Drake Documents, see Related Links below. A change in either location will affect settings globally for the SFP account. 

For individual existing files

  • You can set a specific expiration date for any existing file in the Clients, Public or Private folder. Expiration occurs in the early morning on the selected date.

For all files in a folder - set a default expiration period for new files.

From the SFP website, go to Settings > File Maintenance and select Default File Expiration. The current default expiration periods are displayed. Use the drop lists to select a different expiration period for a folder. Click Submit to save changes.

For all files in a folder - set a default expiration date for existing files.

  1. Go to Settings > File Maintenance and select Existing File Expiration.
  2. Select the Clients, Public or Private folder in the Set files in drop list.
  3. For the selected folder, select either
    • on date. Use the calendar tool to select an expiration date.
    • or never.
  4. Click Set Expiration to save changes.

For individual existing files - set a date for a file to expire.

  1. Go to Home > Clients. Select a client and a client folder.
  2. On the document name line, open the More drop list and select Expire.
  3. On the File Expiration dialog box, select either
    • File expires on. Use the calendar tool to select an expiration date.
    • or File never expires.

How do I change the name that is part of the internet address of my SFP account?
An administrator can request a change in the name that appears in your SecureFileProTM account (transfer site) address. The name appears after "https://" in the address field of your SFP URL: 

https://yoursitename.securefilepro.com/portal/

The account address also is displayed as a hyperlink in client notification emails sent from SFP to your clients.

To request a change on the SFP Website:

  1. Log in to your SecureFileProTM account as an administrator.
  2. Select Settings in the upper right of your SFP site.
  3. Select Account Settings to the left.
  4. Next to Transfer Site Address (lower left of screen), click Req Change.
  5. On the Request Transfer Site Address Change screen, enter the new name to be displayed in the internet address of SecureFileProTM pages.
  6. Select Submit Request.
  7. An email is sent to the email on file confirming that the request has been received and advising that you will be notified when the request has been processed.

To request a change on the SFP Drake Tax Integration:

  1. Open Drake Tax and go to Documents. Drake Documents opens. 
  2. Go to Setup > SFP Settings
  3. On the Account tab click Request
  4. Alter the address in the Requested domain address field.
  5. Click Submit
  6. An email is sent to the email on file confirming that the request has been received and advising that you will be notified when the request has been processed.

How do I add or change the logo on my SFP site?

The Drake logo is displayed by default but can be changed to a custom logo. A login with Admin access level is required.

For a custom logo, prepare a graphic image using these guidelines, and save it to a location where you can find it:

Maximum file size:
100 kb
Suggested file dimensions: 290 X 75 px
Allowed file types: .jpeg, .jpg, .gif, .png

On the SFP Website, follow these steps:

  1. Go to Settings > Account Settings.
  2. In the Company Name and Logo area on the right, the currently loaded logo image is displayed. Click Edit.

  1. The Company Name and Logo dialog box opens.
  2. Select a Display option that includes "show logo."
  3. Click Choose Files, browse to the graphic image you want to use, select the image file and click Open.
  4. You return to the Company Name and Logo dialog box with the selected image displayed.
  5. Click Submit to save changes.

On the SFP Drake Tax Integration, follow these steps: 

  1. Open Drake Tax and go to Documents. Drake Documents opens. 
  2. Go to Setup > SFP Settings
  3. On the Account tab click Change below Firm Logo
  4. Browse to your desired logo and click Open
  5. Settings are saved automatically. 

How does the SFP auto-renew feature work?

Once a firm has setup an SFP firm account and entered credit card information, SecureFileProTM will automatically bill that credit card monthly or annually, depending on the plan selected. You will receive a reminder email informing you of the upcoming auto-withdrawal. Once your card is charged, you will receive a confirmation email receipt showing the amount charged and other renewal information. 

If a credit card expires or is declined, the first missed payment results in a delinquent status. The firm and its clients (taxpayers) can still access all account features and files while the account is in delinquent status.

If a payment is missed while the account is in delinquent status, all firm and client access is shut off and the account is placed in suspended status. An SFP account Admin may still access their web-portal login (sign in) page and make a payment to bring the account back into current status.

If an account is canceled by user request, the account is put into cancel pending status until the next billing cycle. The user still has full access to the account while it is in cancel pending. At the next billing cycle, the account is canceled. The user can log in (sign in) to the account for 30 days after that to renew the account. After another 30 days pass without any payment, the account is deleted, and the domain is recycled. 

How do I upgrade or downgrade my SFP subscription?

To upgrade or downgrade your SFP subscription you will need to log in (sign in) to your SecureFileProTM  Website as the primary administrator. 

  1. Log in to your SecureFileProTM account as an administrator.
  2. Select Settings in the upper right of your SFP site.
  3. Select Account Settings on the left (or go to Account Billing).
  4. Select Change Plan.
  5. If you are using the free trial version, an Upgrade Trial is offered before you proceed to the Change Your Plan screen.
  6. On the Change Your Plan screen, select the desired plan and click Check Out to save the change and proceed to payment.

  7. On the next screen enter your payment Information and select Submit Order.
  • An upgrade is effective immediately and may be prorated. Any proration appears on the emailed receipt.
  • A downgrade is effective at the beginning of the next billing cycle. You are responsible for the full subscription payment for the current billing period. There are no prorated refunds.

How do I cancel my SFP account?

Monthly and annual subscriptions can be cancelled at any time in the Admin section of your SecureFileProTM website (Admin login required). A cancellation notice, once received and verified, suspends the subscription at the end of the current billing period. You are responsible for the full subscription payment for the current billing period. There are no prorated refunds.

If you restore your account before the end of the current billing period, you will not incur any additional charges. If you do not restore your account before the end of the current billing period, your account will be subject to termination.

At termination, your account is completely removed from the system, and Drake Software has no obligation to continue storing or providing access to the documents you have uploaded to your account. Drake Software, at its sole discretion, can decide to recycle your account sub-domain (for example, subdomain.securefilepro.com).

Steps to Cancel an Account:

  1. Log in to your SecureFileProTM website as an administrator. 
  2. Select Settings in the upper right of your SFP site.
  3. Select Account Settings > Account Billing on the left.
  4. Click Cancel Subscription.
  5. On the Cancel Subscription screen, enter a reason for cancellation and click Submit.


  • After submission, an email notifies you that the cancellation has been received.
  • If the request to cancel the subscription was made in error, the account may be re-activated within 30 days of cancellation. To restore your account, log in to your site and select Settings in the upper right. Select Account Settings on the left and click Restore My Account.
  • For more information, contact Drake Software Support at (828) 524-8020.
How do I change the credit card information in my firm account for SFP?

To change the credit card in the firm account, an administrator or employee with administrator rights needs to log in (sign in) to your SecureFileProTM account.

  1. Select Settings in the upper right then Account Settings in the bottom left.  From the Account Settings menu select Account Billing.
  2. From the window on the right select Edit Card in the Credit Card Information section. Enter the new credit card information and select Submit.

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