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17975: 2023.01.18 - Need a digital storefront for file exchange? Get Drake Portals!


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2023.01.18 - Need a digital storefront for file exchange? Get Drake Portals®!

 


Now that tax season has begun, you may find yourself wishing for a service that would let you quickly and securely communicate with clients without an in-office visit.

Drake Portals® is an ideal solution: Clients can use your branded portal to share documents, review tax returns, and message you instantly about sensitive information.

PLUS, Drake Portals now has a secure mobile app that is easily accessible for your clients. After downloading SecureFilePro® on Google Play or the Apple App Store, clients can simply login with the email address they use to access their client portal.

We would love to talk more about how Drake Portals and the SecureFilePro app can streamline tax season for you and your client base. We are always happy to hear from you at (800) 890-9500.

We look forward to serving you during the 2023 tax season!

All our best,

The Drake Customer Success Team



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