Drake Accounting - Using Drake Portals

Drake Portals (SFP) is not installed or integrated with Drake Accounting, but reports can be uploaded to the Drake Portal from any location to which you have saved the report. For example

• You can save a PDF report to a folder on your desktop, navigate to it from your portal and upload it.

• You can save a report in the Drake Documents Archive Cabinet and upload it using the same procedures as uploading a tax return.