SecureFilePro 4+
SecureFilePro Client
Drake Software Mobile
Designed for iPad
-
- Free
Screenshots
Description
SecureFileProTM provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or mailing returns and other documents to clients when they need a copy.
With SecureFilePro you can quickly:
Transfer files
Update profiles
Questionnaires
Send and receive instant messages
Pay invoices
Remote e-Signatures
What’s New
Version 1.0.315
Thank you for using the SecureFilePro app. You now have access to a full Frequently Asked Questions section located under the Help option in the menu.
Ratings and Reviews
Only wish there was a preparer version…
I have used this almost all of my clients and it’s extremely user friendly and very secure, set behind encryption and protective layers and it integrates directly with drake tax software. My only request is that there was a a login and management function for preparers and other tax accounting software from the practice side of things. If you had that then I’d give you 12 stars if I could!
Signing in
How do I sign in? I forgot my username and password then it always locked out my account because I forgot either my password or username.
Good so far
This is first year using this app so I’ll update if needed. So far so good. It had some notification bugs but Drake quickly fixed when brought to their attention.
App Privacy
The developer, Drake Software Mobile, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Drake Software LLC
- Size
- 66.2 MB
- Category
- Business
- Compatibility
-
- iPhone
- Requires iOS 11.0 or later.
- iPad
- Requires iPadOS 11.0 or later.
- iPod touch
- Requires iOS 11.0 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2022 Drake Software
- Price
- Free