Drake Portals – Taxpayer Portal
Article #: 18879
Last Updated: September 10, 2025
You have received an invitation to use a Portals account from your tax professional! This article will give you an overview of how to use your new portal to connect with your preparer.
When your tax preparer creates your portal, you will receive an invitation email. This email will contain the Username and a link to create your password. Click Sign In to proceed.
To create your password, you must enter the last four digits of your Social Security Number (SSN), enter a secure password, and click Submit.
Interface
Once you are logged in, you will see the following tabs* on the left:
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Files
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Profile
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Checklist
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Questionnaire
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Messenger
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Signatures
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Payment
Note *Some offices do not offer certain services, and you may not see those options on the left.
On smaller devices, you will need to click the menu on the left to show tab names
Files
When you click Files, you will see documents that your preparer has uploaded for you in the From Preparer section. If you need to approve the file, see Drake Portals – File Approval Requests (Taxpayer View) for more information.
You can upload files for your preparer to review by clicking the Upload icon in the To Preparer section.
Note Some offices will use the Public Folder to provide generic documents for their clients. Click Public Folder, if available to see those items.
Profile
The Profile tab allows you to review information that your preparer has listed. You can add or change details or click Information is Complete to verify that your data is accurate.
Checklist
Some offices use checklists to help you organize and gather your tax documents. If your preparer uploads a checklist, you will see it listed here.
Questionnaire
Some offices use questionnaires to help gather tax information. If your preparer uploads a questionnaire, you will see it listed here.
Messenger
Some offices have enabled messenger functionality within portals. If enabled, you can use this section to message your preparer securely.
Signatures
Some offices use this feature to request remote signatures. If your preparer uploads a file that you need to sign, you will see it listed here. See Drake Portals - Drake e-Sign Online (Taxpayer View) for details.
Payment
Some offices offer remote payment options. If your preparer sends you a bill that you can pay remotely, you will see it listed here.
Mobile App
You can access your portal from a browser on any computer or mobile device. If you prefer, you can download the SecureFilePro mobile app from the Google Play Store or the Apple App Store. To find the app, search for "SecureFilePro" in the store.
After downloading the app, you will need to enter the email address that was used to create your portal and click Submit.
You will see your preparer's company name on the sign in page. Log in to your account by entering your Usernameand Password and clicking Sign in.
Layout and available functions are the same as the website.
Main Page - Defaults to the Files tab for quick uploading or downloading of documents:
Menus - click the hamburger icon at the top left to access the different tabs (Files, Profile, Checklist, Questionnaire, Messenger, Sign Forms, Payment).
You can make changes to your account information (email and password changes and MFA options) by clicking on the profile icon at the top right and selecting Account. To log out, click the profile icon and choose Logout.
The app will timeout automatically due to inactivity to protect your data.