Does ProSeries work with Secure File Pro for documents and e-signatures?

Forum|Forum|4 years ago
September 21, 2021
2 replies
16 views

We are converting back to Pro-Series from Drake. Currently we use Secure File Pro for all of our tax documents and e-signatures. Does Pro-Series support Secure File Pro or will we need to use a different platform?

Document Management System

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Best answer by Just-Lisa-Now-

Secure File Pro is to Drake, what SmartVault is to ProSeries.

dascpa

Level 11

Not answering your question - but curious. Drake is rated so highly (I took demo and didn't like it), why are you switching back to ProSeries?

IRonMaN

Level 15

I'll second that question. It seems like the grass is always greener on the other side of the septic tank so my curiosity was getting the best of me when I saw the post.

Slava Ukraini!

M

mhamm30Author

Level 3

I was a loyal PS client for 10 years, and converted to Drake in 2019 due to cost. And just coming back. Experienced both. Just using what i feel is best for our practice.