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Drake Portals with the Drake tools you use
Add services like SmartExtract, eSign, Drake Workflow, and Drake Pay to connect document extraction, signatures, progress tracking, and payments with your client portal. These are separate services and may require a subscription or enrollment.
Guide clients through intake questions and checklists, then securely collect their documents.
Use SmartExtract™ (beta) to send supported document data into Drake Tax or Drake Tax Online for review.
Automatically classify uploads and match documents to checklist items.
Request signatures through Drake E-Sign and collect payments through Drake Pay in the portal.
Guide clients through intake questions and checklists, then securely collect their documents.
Plans and pricing
Start free trial
$49.95Monthly
5 GB included
Additional storage for $9.95/mo per 25GB
Custom branding and portal URL
$349.95Yearly
5 GB included
Additional storage for $99.95/yr per 25GB
Custom branding and portal URL
Drake Portals in Spanish
Soon, Spanish-speaking clients can navigate the portal and complete key tasks in Spanish.
Questions about Drake Portals?
Is Drake Portals secure for sharing tax documents?
All files are encrypted during transfer and at rest, and clients only have access to their own documents to help maintain confidentiality and compliance.
Can clients upload tax documents from their phones or tablets?
Absolutely. Drake Portals features a mobile-friendly interface that lets clients snap photos of W-2s or receipts and upload them directly from most any device.
Can I customize my Drake Portals site with my firm’s branding?
Yes. You can personalize your portal with your company logo and a unique subdomain (e.g., YourFirmName.SecureFilePro.com) for a professional, branded experience.
Is Drake Portals easy for clients to use?
Yes. The portal works on most modern web browsers and uses a simple, folder-based layout - making it easy for clients to upload, download, and manage their documents.
What is the Client Checklist in Drake Portals?
Client Checklists help you track which documents your clients have uploaded. Checklists are dynamic and based on the prior year's data entry. You can add or remove items by logging into your Drake Portals preparer portal and clicking the Checklist tab. Note that you cannot add or remove forms from within Drake Documents.
How does the Client Checklist make my tax practice more efficient?
The Client Checklist improves efficiency in your tax practice by automatically tailoring itself based on the client's prior-year data. This dynamic approach helps ensure that only relevant forms and items are included, reducing guesswork and minimizing the risk of missing important information.
What is document classification in Drake Portals?
Document classification automatically identifies, sorts, and checks off client documents as they are uploaded, streamlining Client Checklist completion.
Can I collect tax preparation fees through Drake Portals?
Yes. Drake Portals can be used to collect fees with a subscription to Drake Pay™.
Why shouldn't tax preparers use email to collect tax documents?
Email is not a secure method for transmitting sensitive information. Tax documents often contain highly confidential data - such as Social Security numbers, income details, and bank information - that can be exposed if intercepted, sent to the wrong recipient, or accessed through a compromised email account.
How much does Drake Portals cost?
Drake Portals subscriptions come at monthly and annual rates.
Monthly: $49.95
Annual: $349.95
With our Practice Essentials bundle, you can save 40% off the combined regular retail price of Drake Portals, Drake Workflow, and Drake E-Sign.
Practice Essentials: $599 ($1,000 value)
Portals 25GB
Workflow
200 Basic E-Signatures
50 KBA E-Signatures
Practice Essentials Plus: $849 ($1,425 value)
Portals 50GB
Workflow
Unlimited Basic E-Signatures
100 KBA E-Signatures