Drake Accounting - Security: Client Specific Passwords
Article #: 15978
Last Updated: October 21, 2024
Drake Accounting consists of two different levels of security. In addition to security for the application itself, you can create security on an individual client basis. This article discusses client specific security measures.
Client-Specific Security
To create client based security, you can create a password for each client. Go to Client > Edit > Contact Information, create a password for the client. Click Save once you are finished with this screen.
The next time you open the client file you will be prompted to enter the password:
Password Recovery
If you have forgotten the password for a client file, click Recover Client Password on the Enter Client Password screen:
This will send a temporary password to the email on file with Drake Software. Note that the temporary password is only valid for 5 minutes.
Important This recovery process is only available in DAS24. If you have set a password in a prior year of DAS and need assistance recovering it, contact Drake Accounting Support at (828) 349-5908.