Drake Portals is integrated with Drake Documents via the Drake Portals pane. From the Drake Portals pane of Drake Documents, you can do all of the following:

• Drake Portals - Upload and Download Client Files

• Drake Portals - Client Profile (1040)

• Drake Portals - Questionnaires - Fillable Web Forms

• Drake e-Sign Online - Post Signature Steps - Downloads, Notifications, and Reports

• Drake Portals - Payments

• Drake Portals - Notifications

Choose from the links above to navigate directly to the relevant article.

Notes

• Married Filing Joint returns

  • Different Physical Addresses: The current version of Drake e-Sign Online only supports a single household address for both taxpayer and spouse. The verification software must be able to match both taxpayer and spouse to the address in order to ask the appropriate Knowledge-Based Authentication (KBA) questions of the taxpayer and spouse. We recommend not using an e-Sign Event when you are unsure if both taxpayers have ever lived at the address entered on the Name and Address screen in Drake Tax as e-Sign Events are non-refundable. A future release will include a “Spouse address if different” option.

  • Single portal login: Both spouses must be able to access the same portal in order to apply their signatures. A partially signed document can be saved and downloaded, however, that partially signed document cannot be uploaded to a different portal to retrieve the remaining signature(s).

• If the address on screen 1 is a foreign address, the KBA process will be unable to authenticate the identity of the taxpayer and/or spouse and they will be unable to e-sign.

• The Knowledge-Based Authentication questions are generated by using the Name, Address, SSN, and DOB entered on screen 1 (1040 return).

• While Drake Portals is available for purchase and use by both Drake and non-Drake customers, the e-Sign functionality is only available for active Drake users as it is integrated with Drake Tax.

• The feature Drake Portals - Add Signature Fields to Any Document is available for all Drake Portals customers.

• Every Drake Portals package, including the 14-day free trial, has access to all Drake Portals features (Files, Profile, Checklist, Questionnaires, Signatures, and Payment).

• System Requirements: Drake e-Sign Online is designed to work on iOS and Android devices, as well as Windows-based computers and Macs. We cannot guarantee that Drake e-Sign Online will work on all configurations, browsers, devices, platforms, and operating systems.