Alternative electronic signature esign drake software kb. However, there are options and features that you need to consider to get the best for your tax business. Smartvault integration center accounting, tax, esignature. No more waiting for clients to print pdfs, sign them, and then return them by fax or mail. Drake portals drake software professional tax software. Although drake software was rated by significantly more users than in 2015, primarily smaller firms, it lost its top rating, which it had held for five consecutive years. The drake esign online process requires the purchase of esign events. Using esignatures in the tax and accounting profession. Eros may sign forms 8879 and 8878 by rubber stamp, mechanical device such as signature pen or computer software program as described in notice 200779. Our customers know they can rely on drake for comprehensive product excellence and value. If you cant find an answer to your question, please dont hesitate to reach out to us. Use an electronic signature pad to collect a clients signature on an engagement letter, indicating that the client has seen and agrees to the terms. When logged in to your proseries software, open the efile menu at the top of the page. Drake accounting is compatible with wacom and topaz products.
Both a desktop version and a 100% webbased version are available to meet the needs of your company. Drake software is a toptier provider of professional tax and accounting software. If you are a new customer, your efile password was included in the email confirming your purchase. After creating electronic signatures setup electronic signatures, assign a signature to each preparer. Take another step towards paperless with scriptel with drake esign continued.
Smartvault integration center power up your workflow. Drake esign online sfp signatures esign drake software. Some items to consider are ease of use, data entry, desktop installed or webbased, and document management. The esignature option is only available to taxpayers efiling their tax returns through an ero, who uses software that provides identity verification and esignature. Drake provides the tools and support tax and accounting professionals need to build their businesses and attract new. Builtin messaging communicate back and forth with clients within securefilepro. Sigplus software tools and support, including tablet solutions, pdf signing, and sdks. Adobe acrobat plugin that installs an accounting centric toolbar. Software seminars get introduced to drake tax at one of our software seminars. With the added feature of the lcd interactive display, users. This feature allows taxpayers and tax preparers to digitally sign a variety of documents such as bank applications, authorization forms, and consent forms using a signature pad.
Software seminars drake software professional tax software. Jun 09, 2017 use an electronic signature pad to collect a clients signature on an engagement letter, indicating that the client has seen and agrees to the terms. This feature allows taxpayers and tax preparers to digitally sign a variety of documents such as bank. In the electronically sign return dialog box you can choose to password protect or add a watermark to the document, and whether to sign now or sign later and. If you have not set up a user account, you must sign in with your efin and efile password. To meet esignature requirements, the ero must be able to record the taxpayers name, social security number, address and date of birth electronically for identity verification. The drake esign online process is different than using a signature pad to esign documents in your office. Once you get to the esignature window, simply click start trial at the bottom of the page to get your first 5 free. With docusign, you can turn documents around in hours instead of days, so you can focus on client work instead of on tracking documents. Works with drake documents create a client folder and upload documents all at once, with one click. The docusign agreement cloud offers the largest partner ecosystem and the most comprehensive set of applications and platform services availablea solution for every size and type of organization take. Which states still require a signature form besides the. Topaz systems technology for your business electronic signature needs. For form 1041, the ero name shows on form 8879 as the signature.
Preparer digital signature fields are not created in a document when a preparers alternative electronic signature is set up and the eros pin signature is entered. Integrated document portal allows you to share and collaborate with your clients. If you are a new customer, your efile password was included in the. Esignatures eliminate the need to print, sign, and scan back into the drake documents, saving valuable time. It features all the high quality biometric and forensic capture techniques of a signaturegem tablet but with a lowcost. Purchase drake software please doublecheck these items below. With the added feature of the lcd interactive display, users will see electronic ink under the pen tip as they sign as well as navigate and display text and graphics. Siglite lcd 1x5 is topazs lowcost, pressuresensitive electronic signature capture pad with an lcd display. Saves you time and eliminates errors at your scanner.
Faqs signature pad compadible with drake software here is a list of the most common customer questions. We schedule seminars through the end of november each year, and will update this page as we add seminar dates and locations. Remote signature capture professional tax software by. Safesend is a complete bidirectional document exchange system that is as simple to use as email. Mo form 8453 required only if pin method is not used. Efiling drake software helped pioneer efiling in 1986. Learn how to use drake esign to sign returns electronically, both inperson and remotely.
Its cloudbased, meaning that its easy to access and use your electronic signature from desktop. Drake provides the tools and support tax and accounting professionals need to build their businesses and attract new clients. Secured signing is a more cost effective software than the above two esignature solutions. Drake software the professional tax solution sales 800 8909500 support 828 5248020. May 21, 2019 the esignature option is only available to taxpayers efiling their tax returns through an ero, who uses software that provides identity verification and esignature.
We specialize in quick and accurate tax refunds and bank products. Drake software is dedicated to providing the best value in professional income tax software. Smartvault integrates with the apps below to help you speed up and simplify your workflow. Drake esign online sfp signatures drake software kb.
The tax software is fullyfeatured, allowing you to prepare and efile federal and state tax returns for individuals, businesses, tax exempt organizations, and estates. Security is built in your site and files are always protected by tough, industrystandard security measures. Drake tax supports electronic signature pads in enhanced view and in print mode of basic view. Topaz siglite 1x5 is topazs lowcost, pressuresensitive electronic signature pad. Search below for a date and location to suit your needs. Topaz electronic signature pads are fullyintegrated with drake software, making it easy to incorporate into your existing workflow.
Which means your business can prepare, execute, and manage each one of your transactions in a truly digital way. Documents can only be signed via sfp if enough esign events have been purchased and are available. Docusign is the best electronic signature software available. Scriptels scriptouch series electronic signature pads are all verified citrix ready and feature rugged construction and high reliability for frequent transactions and long lifetimes. Our software is the fastest, easiest, and most efficient professional tax software solution for highvolume tax offices.
Once you get to the esignature window, simply click start. Lacerte by intuit is the best overall tax software for tax preparers. Crosslink professional tax software customers now have the ability to request a remote signature from a nonpresent taxpayer andor spouse at the time of tax return completion. When it comes to professional tax software, there are many choices. When you also include an awardwinning customer service team. Strong integrations between your apps is the most powerful way to create a streamlined workflow for your business. Productivity support for more signature pads drake accounting supports topaz, scriptel, and wacom signature pads to digitally sign checks and efileable federal forms, including forms 94x, forms w2, and forms 1099, in addition to. You can apply e signatures to payroll checks, accounts payable checks, federal forms, and state. Electronically sign your tax returns, irs forms, employment contracts, and. We schedule seminars through the end of november each year, and.
Drake tax cloud backup you can now also use securefilepro to back up your drake tax files. See additional pricing details for drake tax below. Electronic signature pads and software topaz systems inc. Drake websites are switching from efinbased logins to usernamebased logins. Custombranded with your company logo, name and url. Click electronic signature in the menu, then start trial. Esigning is fully integrated in drake tax, making the taxpayers signing experience in your office fast and efficient with a minimum of clicking and scrolling. Drake esign in person is fully integrated in drake tax, making it easy to incorporate into your existing workflow. Drake esign in person drake software professional tax. Esigned forms are automatically saved and you wont have missing or outoforder signature pages. New features for drake tax 2016 from drake software education on vimeo. Mar 05, 2020 learn how to use drake esign to sign returns electronically, both inperson and remotely.
For your convenience, this private webstore contains topaz electronic signature pad products for use with drake tax software. Drake software supports the electronic signature in all packages 1040, 1120, 1120s, 1065, 1041, 990, 706, 709 in addition to the 8879 pin signature. Safesend tax solution complete electronic tax return. New features to help you better serve clients who dont come into the office. Productivity support for more signature pads drake accounting supports topaz, scriptel, and. Prioryear summary clients get a refresher on what they need to send you for the new tax year. Starting with das20, scriptel signature pads will also be supported. Steve dusablon is the president and ceo of cpaperless, llc, a software company that develops paperless solutions for tax and accounting firms. Safesend tax solution complete electronic tax return assembly.
These new user accounts will be used to access the drake support website, the enterprise office manager eom, the. A mobilefriendly interface lets clients take photos of tax documents. Drake esign in person signature pads esign drake software kb. Forms 940, 941, 941ss, 944, 943, 945, w2, w3, 1099, 1096, and 1098 can be filed electronically using drake accounting. In drake tax, the option ls available in the backup and restore dialog box. Aug 05, 2014 steve dusablon is the president and ceo of cpaperless, llc, a software company that develops paperless solutions for tax and accounting firms. Scriptels active batteryless tethered pen is proven to perform flawlessly through more than 1 million signatures. Leverage powerful esignature functionality, compliant with irs publication 45. Docusign lets you send documents for electronic signature, saving time and hassle.