How do I configure Drake Zero to connect to Drake Portals?
Drake Portals is able to be integrated with your Drake Zero account.
To set up your Drake Zero to use Drake Portals, follow these steps:
- Log in to your Drake Zero hub and launch the current year of Drake Zero.
- Click Setup > Drake Portals Setup:
- The window refreshes. Complete the Account number, Username, and Password fields (use your Drake Portals - SFP credentials). Click Link Account.
- If the account needs to be unlinked at any time, click Unlink Account:
After you have linked your Drake Zero and Drake Portal accounts, you can configure the taxpayer access by launching their return. Then go to Tools > Drake Portals:
Select either Search for a portal account or Create a new portal for this taxpayer and follow the prompts.