FreeTrial
14 day free trial
No credit card required
Unlimited client & firm accounts
A secure portal that helps you move work forward
Invite your clients
Send a link to your branded portal in seconds.
Collect files securely
Clients can upload documents like W‑2s from any browser or device.
Organize and respond
Review files, send secure messages, and request missing info in one place.
Complete client work
Keep communication, signatures, and files connected in one place.
Connect Portals to more of your workflow
Pair Portals with other Drake tools to keep tasks, signatures, and payments connected.
Plans and Pricing
Try it For Free
$49.95Monthly
5 GB of file-transfer space
Custom branding and portal URL
Unlimited client & firm accounts
$349.95Yearly
5 GB of storage
Custom branding and portal URL
Unlimited client & firm accounts
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