Save time and go paperless by collecting signatures online through Drake Portals®.

Securely share files and manage virtual client engagements with ease through your personalized portal on SecureFilePro.com.

  • Secure and compliant – Digital signatures that meet IRS e-file requirements.
  • Flexible document handling – Watermarking and password protection options.
  • No printing, scanning, or mailing  – Tamper‑evident signatures bound to the return.

Try it via Drake Portals

Faster, Compliant Signatures for Tax Pros

  • Review, sign, and file digitally – No more print-and-scan hassle.
  • Client‑friendly – Clients can sign on most modern devices.
  • Automatic filing – Completed PDFs save to Drake Documents®.

Built‑In Security

  • Tamper evident – E‑signatures are securely bound to each return.
  • Identity verified – Clients are required to complete Knowledge-Based Authentication up front.
  • Secured in Drake Portals – All documents have access controls and PDF protections.

Mobile‑Ready & Portal‑Powered

  • Send signature requests – Send through your branded client portal so customers can sign from phone, tablet, or desktop.
  • Be organized – Keep all client files, messages, and signatures in one place.

How It Works

  • 1. Request client to e-sign a document

    Send through your Drake Portals client portal.

  • 2. Client reviews & signs

    Client can sign on a mobile device or computer.

  • 3. You get status & copies

    Signed documents are returned to Drake Portals and stored with the client record.

Try Drake E-Sign Online with a free Drake Portals trial account today!

Free Trial Account

Frequently Asked Questions

What is Drake E-Sign Online?

Drake E-Sign Online is a secure, IRS-compliant electronic signature solution built into Drake Portals. It allows tax professionals to send, collect, and store digital signatures for tax documents and client forms.

Do I need Drake Portals to use Drake E-Sign Online?

Yes. Drake E-Sign Online is available only through Drake Portals, which ensures all documents and signatures are encrypted and securely stored.

How does pricing work for Drake E-Sign Online?

Drake E-Sign Online uses a credit-based system through Drake Portals. You can purchase credits as needed. Final pricing details will be added once confirmed.

Are Drake E-Sign Online digital signatures legally binding?

Yes. Drake E-Sign Online meets federal e-signature standards (ESIGN Act, UETA) and are compliant with IRS e-file signature rules. Each signature includes a digital audit trail and encryption.

Can clients sign from their phone or tablet?

Yes. Clients can review and sign documents through Drake Portals on most internet-connected devices — including mobile phones, tablets, and computers.

Can I sign documents in person?

Yes. Drake E-Sign In Person captures the signature instantly and stores it securely. For in-office signing, simply connect a compatible Topaz or Scriptel signature pad. Drake E-Sign In Person is integrated into Drake Tax 1040 and Drake Tax Pro.

What types of documents can I e-sign?

Use Drake E-Sign Online for tax returns, engagement letters, consent forms, and other preparer-client documents. Signed PDFs are stored securely and permanently in Drake Portals.

Is Drake E-Sign Online secure?

Yes. Drake E-Sign Online uses encryption, tamper protection, and user authentication through Drake Portals, ensuring every signature is private, verifiable, and audit-ready.