JJStephens Posted February 18, 2016 Report Posted February 18, 2016 Brand new Drake user. I've done a handful of returns. Even with having to learn on the fly I'm taking only about 2/3 as long as I did with ATX the past year or two. So far so good. Ar any of you using SecureFilePro? If so, how is it working for you? How do your clients like it? Any tips/traps you can share? Thanks for any insights you can offer. 2 Quote
Catherine Posted February 19, 2016 Report Posted February 19, 2016 I don't use it; I have a file portal that comes with my web site (from CPA Site Solutions) that I have been using for years. However, I do have the Drake scheduler sync with my Google calendar, and it all syncs with my assistant's calendar. That works really well for us. Quote
B. Jani Posted February 19, 2016 Report Posted February 19, 2016 I Use Efile Cabinet which provides Secure Drawer to upload download docs securely. Check them out. Quote
jklcpa Posted February 20, 2016 Report Posted February 20, 2016 I don't use SFP either, but I'm glad to hear that you are experiencing the increased efficiency of Drake. Quote
grmy2h Posted February 20, 2016 Report Posted February 20, 2016 I use it and really like it. The clients that use it, love it. Works seemless with Drake's document manager. 1 Quote
JJStephens Posted February 24, 2016 Author Report Posted February 24, 2016 I signed up for a 14 day free trial. Seems to work well and my clients are adapting okay. Right now I'm inclined to sign up after the trial ends. 3 Quote
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