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17522: Drake Zero - Drake Portals Setup


Drake Zero

How do I configure Drake Zero to connect to Drake Portals?

 

Drake Portals is able to be integrated with your Drake Zero account.

Firm Setup:

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

Taxpayer Setup:

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. 


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