SecureFilePro

Send and receive client documents
on your own secure site, anytime, anywhere.

SecureFilePro™ is a secure client file exchange web portal, letting you and your clients exchange confidential documents securely and conveniently. Spend less time printing, faxing, emailing or mailing returns and other documents. Just upload PDFs, and let your clients access at their convenience.

  • Get files from your client – Your client can upload W-2s and other tax documents to your SecureFilePro site.
  • Send files to your client – You can upload your client’s finished tax return and other documents. Your client can sign in and download whenever it’s convenient, and from any computer with Internet access.
  • Works with Drake Documents – Create a client folder and upload documents all at once, with one click.
  • Custom-branded with your company logo, name and URL.
  • Security is built in – Your site and files are always protected by tough, industry-standard security measures. All transmissions are secure, and files are encrypted at rest on the server. At all times, clients can view and access only their own documents.
  • Safeguard sensitive documents – Don’t risk sending confidential documents openly by fax or email. Share and transfer them the smart, responsible way, with SecureFilePro.
  • 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.

Plans and Pricing