Drake Portals
Learn the basics of Drake Tax with these short instructional videos.
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See the various ways to create portal accounts, including batch creation.
Learn how to use Drake Portals to work with your client remotely and securely.
Set up and manage employee access to the portal.
Learn how to use Drake e-Sign to sign returns electronically, both in-person and remotely.
Securely send and receive client files without creating a client portal account using the Guest Exchange feature.
Various reports are available on Drake Portal activity, from Drake Documents and from the Preparer Portal site.
Learn how to set up and customize Drake Portals.
Send draft returns and other documents through Drake Portals for client approval.
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.