Drake Zero - Drake Portals Setup
Article #: 17522
Last Updated: September 10, 2025
Important Drake Zero and Web1040 will be sunset in 2025. Drake Tax Online is our new web-based software. See Drake Tax Online - Overview for details.
Drake Portals is able to be integrated with your Drake Zero account.
To set up your Drake Zero to use Drake Portals, follow these steps:
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Log in to your Drake Zero hub.
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Click Tools > Drake Portals Setup.
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The window refreshes. Click Link Account. Follow the prompts to log in to your Drake Portals account (if required).
Tip If the account needs to be unlinked at any time, click Unlink Account.
Taxpayer Setup
After you have linked your Drake Zero and Drake Portal accounts, you can configure the taxpayer access by:
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Launching the return.
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Going to Tools > Drake Portals.
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Selecting either Search for a portal account or Create a new portal for this taxpayer and follow the prompts.
