Drake Portals

Secure client portal for document exchange, e-sign, and online collaboration for tax professionals.

Drake Portals Details

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.

What is the 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.

Key Features of Drake Portals

Entity Management

Secure File Exchange

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.

Automated Payment Reconciliation

Automatic Document Classification and Checklists

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.

AI-Powered Insights

In-App Messaging

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.

Self-Service Supplier Management

Branded Portal and Custom URL

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.

ERP Integration

Mobile-Friendly Uploads

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.

Tax & Regulatory Compliance

Remote E-Sign and Client Data Collection

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.

Simplify Tax Preparation with Drake Portals and Drake Tax Software on Ace Cloud Hosting

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.

Bank-level Security

Bank-level Security

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.

Round-the-clock Support

Round-the-clock Support

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.

All-time Availability

All-time Availability

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.

Unparalleled Performance

Unparalleled Performance

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.

Unlimited Storage

Unlimited Storage

All business applications, including Drake Portals, have unlimited data storage. A 45-day automated backup solution safeguards against ransomware, phishing, and other advanced threats.

Advanced Infrastructure

Advanced Infrastructure

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.

Integrate Drake Tax Software and Drake Portals on Ace Cloud Hosting

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.

Frequently Asked Questions

Does Drake Portals work with Drake Tax and Drake Documents?

Yes. It integrates with Drake Tax and Drake Documents, so firms can manage client files, back up returns, and upload documents directly within the Drake workflow.

Yes. Files are encrypted during transfer and at rest, and clients can access only their own documents. Drake also states that transmissions are secured with 256-bit SSL encryption.

Yes. Firms can add their logo and use a personalized web address or subdomain for a branded client experience.

Yes. Drake Portals includes 5 GB of file transfer space, and additional storage can be purchased separately.

Yes. Clients can upload documents securely through Drake Portals from most browsers or devices, while your team accesses the hosted Drake Tax environment on Ace Cloud Hosting to review and process those files.

Reviews

quote-icon-ppc
Drake SecureFile Pro is a file sharing web portal aimed at simplifying the file exchange between client and preparer. Although it is not a smartphone or tablet app, the feature is useful and functional.
Review OnProfessional Tax Software - Logo
quote-icon-ppc
Drake portals is almost like having your very own front office. It keeps communications organized and the ease of importing tax documents can’t be beat.
Review OnTrustpilot