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:
Learn how to set up and customize Drake Portals.
Various reports are available on Drake Portal activity, from Drake Documents and from the Preparer Portal site.
Send draft returns and other documents through Drake Portals for client approval.