Drake Portals - Upload and Download Client Files
Article #: 17697
Last Updated: October 21, 2024
File Upload
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Open Drake Documents.
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Locate the Drake Portals pane at the bottom right of the Drake Documents window.
Tip If you do not see this, select to restore or maximize.
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Enter your Drake Portals Username and Password and click Login.
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Locate and select the taxpayer and folder that contains the file that you want to upload. The file will be displayed in the upper right window.
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On the Files tab in the Drake Portals pane, select which Folder into which you want to upload the file.
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For example, choose Documents from Preparer. The window changes to show this folder and its contents on Drake Portals.
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In the upper right pane, left click to select the document that you want to upload and drag it down into the lower Drake Portals pane. The cursor will show a + sign indicating that the document(s) will be uploaded or added to this folder. When the cursor changes, release your mouse click to upload the file.*
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The taxpayer receives an email notification that new documents are available for review. Once they download the PDF, a Download Date will also display in this pane.
Note *You can also copy the file from the documents pane and paste in the Drake Portals pane after selecting the destination folder.
File Download
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To download a file, open Drake Documents and locate the client in the left tree menu.
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In the Drake Portals pane, click on the Files tab and open the folder Documents to Preparer.
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Locate the file and either right click and copy the file or use the drag-and-drop function to move it to the client's Drake Documents folder.