Get your own secure website with Drake Portals (SecureFilePro), for safe client file exchange and off-site backup.
Drake Portals (SecureFilePro™) provides your practice a secure website where you and your clients can exchange confidential documents safely and conveniently. Spend less time printing, faxing, emailing and mailing returns and other documents. Just upload PDFs, and let your clients access at their convenience.
And because Drake Portals works with Drake Tax and Drake Documents, backing up returns and other documents to the cloud is simple.
- Get files from your client – Your client can upload W-2s and other tax documents to your Drake Portals site.
- Send files to your client – You can upload your client’s finished tax return and other documents. Your client can sign in and download whenever it’s convenient, from any computer with Internet access.
- Works with Drake Documents – Create a client folder and upload documents all at once, with one click.
- Custom-branded with your company logo, name URL.
- Security is built in – Your site and files are always protected by tough, industry-standard security measures. All transmissions are secure, and files are encrypted at rest on the server. At all times, clients can view and access only their own documents.
- Safeguard sensitive documents – Don’t risk sending confidential documents openly by fax or email. Share and transfer them the smart, responsible way, with Drake Portals.
- Easy to use – Drake Portals is web-based, and works with just about any browser and computer. Uses folders and files, just like your computer. Uploading, downloading, renaming, and deleting files is simple, obvious and quick.
- Drake Tax cloud backup – You can now also use Drake Portals to back up your Drake Tax files. In Drake Tax, the option available in the Backup and Restore dialog box.
Features to help you better serve clients who don’t come into the office:
- A mobile-friendly interface lets clients take photos of tax documents and upload them to your Drake Portals site.
- Instant messaging allows communicating back and forth with clients within Drake Portals.
- A prior-year summary helps clients gather what they need to send you for the new tax year.
- Online organizers let your clients provide tax information by filling out online forms.
- An online electronic signature option lets you get signatures from clients on their mobile device or PC.*
- Online payments make it easy to collect payment electronically.**
* Additional fee required
** Must use EPS E-Pay Merchant Services to receive e-payments
Plans and Pricing