Taxpayer Portal Basics
This video demonstrates portal basics to the end user, including logging in, uploading files, e-signing documents, and more. We invite firms to share this video with their clients.
Other videos in this category:
Set up and manage employee access to the portal.
Securely send and receive client files without creating a client portal account using the Guest Exchange feature.
Send draft returns and other documents through Drake Portals for client approval.