| Price | Starting from $49.95 per month. |
|---|---|
| Rating | 5/5 Based on 1 review on Trustpilot. |
| Business Function | |
| Industry | |
| Compatibility | Drake Software, Drake Document. Drake Accounting, TaxDome, GurntWorx, Drake E-sign. |
| Developer | Drake Portals. |
Drake Portals, previously known as SecureFilePro, is a secure, cloud-based client portal built for tax professionals who need an easier way to exchange documents, collect e-signatures, and communicate with clients online. Firms can also personalize the portal with their logo and a custom subdomain for a more professional client experience.
When Drake Portals is integrated with Drake Tax Software, it becomes more than a file-sharing portal. It supports a connected workflow in which firms can send and receive files, collect tax-related information, and route returns for e-signature through the same system. That setup helps keep client communication, document collection, and return processing more organized, especially during busy tax periods.
Share tax returns, source documents, and other client files through a protected portal instead of standard email. Files are encrypted during transfer and at rest, and each client can access only their own documents.
Save time during busy season with document checklists that identify document types, sort uploads, and update client checklists in real time. This helps firms track what has been received and what is still pending.
Drake Portals includes built-in messaging so firms can communicate with clients without leaving the portal workflow. Teams can also export conversation transcripts when needed.
Present a cleaner client experience with your firm’s logo, name, and custom web address. This helps firms offer a more consistent and professional portal experience from login to file delivery.
Clients can upload documents from most browsers or devices, and taxpayers can also use the Drake Portals mobile app to upload, download, sign, and manage files on the go. The app uses the same account functions as the website.
Firms can request digital signatures, send organizers and questionnaires, collect demographic details, and import client information into returns. E-Sign is available through Drake E-Sign Online and requires purchased E-Signature Events.
Create a more streamlined tax workflow by running Drake Portals and Drake Software on Ace Cloud Hosting with secure remote access and business continuity support.
Multi-level security infrastructure safeguards your Drake Portals data with features such as multi-factor authentication, 256-bit data encryption, managed EDR, access controls, patch management, antivirus, and more.
24/7 dedicated support is available via phone, chat, or email. Our expert team ensures swift responses and effective resolutions to prevent downtime and maintain smooth accounting processes.
An SLA-backed guarantee of 99.99% uptime ensures uninterrupted operations for all Drake Portals users. Our Business Continuity and Disaster Recovery (BCDR) plan guarantees continuous operations, even in the event of a disaster.
High-Performance Computing (HPC) servers provide a seamless, real-time experience with no lag. Multiple users can work on Drake Portals simultaneously from different remote locations without any performance degradation.
All business applications, including Drake Portals, have unlimited data storage. A 45-day automated backup solution safeguards against ransomware, phishing, and other advanced threats.
Tier-4 and Tier-5 data centers securely host your data and applications with redundant infrastructure and fault-tolerant systems. Comprehensive security measures include 24/7 CCTV surveillance and multi-level access restrictions.
Integrating Drake Portals with Drake Tax Software on Ace Cloud Hosting creates a more connected workflow for document sharing, client collaboration, and tax preparation, while adding benefits such as automated backup and reliable uptime.
Step 1
Step 1
Log in to your Drake Tax Software and open the client return.
Step 2
Step 2
Open Drake Documents and access the Drake Portals pane.
Step 3
Step 3
Create or link the client’s Drake Portals account.
Step 4
Step 4
Upload, receive, and manage files through the connected portal.
Note: You can use added features such as questionnaires, messaging, and e-signature when needed. When the client activates the portal, you start exchanging documents securely.
