Your files never leave this computer. Both files are read and converted inside your browser. Only credential columns are kept; SSNs, owner names, and contact details are discarded as soon as the file is read. Each lookup, copy, export, and conversion is logged (time, office or EFIN searched, IP address, browser) for security review.
Drop each file in its box, or click a box to choose it. Use the newest versions you have; the tool adapts to more or fewer offices and to new serial years.
These are the newest files saved to the folder, not a live feed from Drake. If you need data newer than this date, download a fresh export from Drake and drop it below instead.
Loaded files stay in this browser tab until you close it or click Clear All. To use newer files, click Replace.
Produces the same three-tab workbook Drake's liaison used to send (ACCT, EFIN, OFFICE, COMPANY, passwords, and serials by year), ready for Technology's Admin upload. Years the CSV does not contain are left blank. Two review tabs list Drake accounts with no Office ID and offices with no Drake match.
efile_password. 2012 - 2016 PSWD comes from acct_password (matched the old workbook on about 80% of accounts; confirm with Drake). 2011 Back PSWD is not in the CSV and is left blank. Canadian accounts are those Drake marks with state AA.