Drake Zero - Drake Portals Setup

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: 

• Log in to your Drake Zero hub. 
• Click Tools > Drake Portals Setup:

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

• 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 launching their return. Then go to Tools > Drake Portals:

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