Last Updated:
Article #: 18995
See why tax professionals use Drake Portals to simplify secure document exchange, improve client communication, and deliver a more modern digital experience — all within the Drake ecosystem you already trust.
Recent Enhancements
- Automated document classification & organization — Uploaded client documents are automatically categorized and organized using intelligent checklist workflows, helping preparers reduce manual sorting and stay organized throughout the tax preparation process.
- Completely redesigned taxpayer experience — A modernized client interface makes it easier for taxpayers to upload documents, complete tasks, sign forms, and communicate securely with your firm from any device.
- Enhanced preparer UI/UX — A refreshed staff experience improves navigation, workflow visibility, and day-to-day efficiency so preparers can manage client activity faster and with less friction.
- Secure digital collaboration — Built-in secure document exchange and communication tools help eliminate risky email attachments while keeping client interactions centralized.
- Expanded integrated e-signatures — Support for non-KBA signature workflows gives firms more flexibility when collecting signatures, helping reduce friction for clients while accelerating document completion and return delivery.
- Seamless Drake ecosystem integration — Connect Portals with Drake Tax and related Drake products to create a more streamlined digital tax workflow.
- Unified login experience — Access Drake Portals and other Drake applications with a single set of credentials for a more seamless workflow.
- SmartExtract integration with Drake Tax and Drake Tax — Automatically extract data from uploaded tax documents and ingest it directly into Drake professional tax software, reducing manual data entry and improving preparation speed.
Coming Soon
- More connected tax workflows — Strengthen the connection between Portals and Drake Tax products to create a smoother end-to-end experience from document collection through return completion.
- Expanded workflow automation — Additional automation features will help firms track missing documents, client tasks, and return readiness more efficiently.
- Ongoing performance improvements — Continued investment in platform modernization to support faster uploads, improved responsiveness, and a better experience during peak filing season.