Drake Portals – Request File Approval (Preparer View)

You can now request client approval for files uploaded through Drake Portals. To enable this option during the upload process, follow these steps:

1. In the From Preparer section, click Upload.

2. Select and open the file.

3. Select Send Email and add a message to the client (optional).

4. Toggle the option Request Approval and select an approval type from the drop list.
   
   

   There are three Approval Types:

   • Proposal

   • Draft Return

   • Other

5. Click Upload. The window will refresh to show that the file was uploaded and show the Pending Approval status.
   

6. Once the taxpayer has completed their review, the status will be updated to show Approved or Rejected:
   
   

Taxpayer Steps

See Drake Portals – File Approval Requests (Taxpayer View).