Download file from securefilepro

Additional sub-folders can be created, if needed. To rename or delete the folder, select it in the Drake Portals pane and right click. Select Rename Folder or Delete Folder from the menu these options are not available for the client's default folders. Note that deleting a folder removes all files within that folder. Client Custom Folder. From their Drake Portals account, your client can add a custom folder to the Documents to Preparer folder by following these steps:. How do I delete files from Drake Portals?

Warning: Deleting a folder deletes all files within the folder. Deleted files and folders cannot be recovered. To delete client files on Drake Portals website:. To delete files from the Drake Portals pane of Drake Documents:. How do I copy files between folders? You should receive this e-mail, which will confirm that your account is set up correctly. You are now ready to send and receive documents! STEP 3: Downloading Documents When one of our tax professionals uploads a document for you, you will be notified via e-mail: To download the file, simply click on the link provided in the e-mail and log in to your SecureFilePro account.

Note: You can also upload public documents to the Public folder for any client to download. See Related Links below. To upload files for a specific client, choose from the following options. Upload from Drake Documents starting in Drake Note the file details after upload:.

Easy to use — SecureFilePro is web-based, and works with just about any browser and computer. Uses folders and files, just like your computer. Uploading, downloading, renaming, and deleting files is simple, obvious and quick. In Drake Tax, the option ls available in the Backup and Restore dialog box. New for SecureFilePro Connect. Plans and Pricing.