Introduction and Basics

Drake Portals has the features you need to provide appointment-free tax preparation:

• Secure client document exchange
• Cloud backup for Drake Tax files
• Electronic signature capture
• Payment collection
• Instant messaging
• Detailed reporting

See the Drake Portal Overview video for more information about securely serving clients with remote tools.

Set Up Your Drake Portals Preparer Site

Access settings, generate reports, and work with clients while away from your computer by signing in to your preparer site. For more information, see the Portal Settings video.

Teach Clients How to Use Drake Portals

Share the Taxpayer Portal Basics video with clients to help them learn how to sign in, share files, and adjust account settings, whether using a web browser or the SecureFilePro mobile app available on the Apple App Store and Google Play.

You can also share these KB articles that are written for the taxpayer: 

• Drake Portals - Taxpayer Portal

• Drake Portals - Organizers (Taxpayer View)

• Drake Portals - Multi-Factor Authentication (MFA) (Taxpayer View)

• Drake Portals - File Approval Requests (Taxpayer View)

• Drake Portals - Drake E-Sign Online (Taxpayer View)

Settings

Customize Account Settings

Update subscription status, payment options, and more in Account Settings. For more information, see Drake Portals - Settings and FAQs.

Adjust Employee Settings

Configure access for office staff. See Drake Hub - Staff or Drake User Manager - Overview and Configuration for details.

Manage Client Settings

Create client accounts within Drake Tax, Drake Hub, or on your branded preparer site, then link them to Drake Documents, where you can manage and edit Drake Portals clients. For more information, watch the video Client Setup and review the Drake Portals - Client Setup article.

Send Customizable Emails

Add your company logo, choose sender information, set an activation link expiration, and more when customizing client emails. For more information, see Drake Portals - Website - Customizing Emails.

How To

Capture Client Signatures Remotely

Make it easier for clients to sign documents remotely with Drake E-Sign Online. For more information, see Drake E-Sign. To practice the remote-signature process from start to finish using a test return, use Drake Portals - E-Sign Online with Test Return.

Collect Payments Remotely

Receive payments with Drake Portals using our seamless integration. See Drake Pay - Integration in Drake Portals for more information.

Exchange Documents Without Client-Account Setup

Send and receive files without creating a client portal using Guest Exchange. For more information, see Drake Portals Guest Exchange.

Create Client Accounts in Batch

Streamline client account creation with Batch Client Create in Drake Documents. For more information, see Drake Portals - Client Setup.

Generate Detailed Reports

View reports on Drake Portals activity within Drake Documents and on your preparer site. For more information, watch the video Drake Portal Reports or review Drake Portals - Website - Reports

For support, call (828) 524-8020 or email Support@DrakeSoftware.com.