Move beyond email and scattered tools. Client Portals gives you a secure, centralized way to collect documents, communicate with clients, and keep every return on track.
Move beyond email and scattered tools. Client Portals gives you a secure, centralized way to collect documents, communicate with clients, and keep every return on track.
Built to simplify your workflow
Smart document organization
Client files can be automatically identified and organized using the checklist feature.
Branded client portal
Deliver a professional, consistent experience your clients trust.
Secure messaging
Share updates and request information without relying on email.
Security you can trust
Protect sensitive client data with tools designed for tax professionals.
Encrypted Transfer
All data is protected in transit and at rest.
Secure Storage
Keep documents safe with enterprise-grade protection.
Work with clients on your schedule
Mobile-friendly experience
Clients can upload documents, complete questionnaires, and sign in from any device.
Signatures and payments, simplified
Upload completed returns, collect e-signatures*, and accept payments* — all in one place.
*E-Signatures sold separately; Accepting payments requires enrollment in Drake Pay.
Run your client workflow from start to finish.
Document Collection
Collect and store documents in one place
Track what’s been received and what’s missing
Reduce back-and-forth with clients
Document Collection
Collect and store documents in one place
Track what’s been received and what’s missing
Reduce back-and-forth with clients
Client Communication
Keep all client conversations in one place
Reduce email clutter
Stay aligned throughout the filing process
Client Communication
Keep all client conversations in one place
Reduce email clutter
Stay aligned throughout the filing process
Engagement Wrap-Up
Collect e-signatures from any device*
Accept credit and debit card payments*
Deliver finalized tax return securely
Engagement Wrap-Up
Collect e-signatures from any device*
Accept credit and debit card payments*
Deliver finalized tax return securely
Simple, transparent pricing
Annual subscription with everything you need
Simple, transparent pricing
Annual subscription with everything you need
Client Portals
- 5GB Storage
- Smart document organization
- Branded portal with custom URL
- Secure messaging
- Additional storage: $99 per 25GB block
- E-Signatures (coming in TY26)
