Drake Portals is able to be integrated with your Drake Zero account.

Firm Setup

To set up your Drake Zero to use Drake Portals, follow these steps:

1. Log in to your Drake Zero hub.

2. Click Tools > Drake Portals Setup.

3. The window refreshes. Click Link Account. Follow the prompts to log in to your Drake Portals account (if required).

   

Taxpayer Setup

After you have linked your Drake Zero and Drake Portal accounts, you can configure the taxpayer access by:

1. Launching the return.

2. Going to Tools > Drake Portals.

3. Selecting either Search for a portal account or Create a new portal for this taxpayer and follow the prompts.