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Secure, branded client portals for your practice
Securely share files and manage virtual client engagements with ease through your personalized portal on SecureFilePro.com.
- Secure your data – Secure file transfer and at-rest encryption.
- Save time – Build document checklists that automatically identify, sort, and check off client uploads.
- Built for your practice – Seamless integration with tax prep, workflow management, and more.
Designed for Modern Client Collaboration
- Automatic Document Classification – Drake Portals identifies each document by type and updates client checklists in real time.
- Branded Portal & Custom URL – Showcase your firm’s logo and personalized web address.
- Paperless, Flexible Collaboration – Communicate and share securely with clients anytime, in the way that works best for them.
Built-In Security and Scalable Storage
- Trusted security – At-rest encryption and access controls to protect client data.
- Flexible storage plans – Comes with 5 GB of file transfer space, with more available for purchase.
Mobile-Ready. Message-Friendly. Payment-Smart.
- Mobile-friendly uploads – Clients can snap and send tax documents from most any device.
- In-app messaging – Communicate securely without leaving the portal.
- Integrated online payments – Collect payments through the portal with Drake Pay1
Guide Clients with Confidence, Collect Info with Ease
- Prior-year summary – Help clients stay organized by showing what they submitted last year.
- Online organizers and e-sign – Send fillable forms and request digital signatures on most any device2
- Collect client data seamlessly and import directly into returns – Saving time and reducing errors.
- Let clients securely share, sign, and manage documents – Use the SecureFilePro® mobile app for a smooth, worry-free experience.
1 Drake Pay account required for online payments.
2 E-signature feature requires an additional fee. See https://www.drakesoftware.com/products/drake-e-sign/ for details.
How It Works
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1. Send the portal link
Invite clients to your branded portal.
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2. Clients upload securely
Clients can upload documents like W‑2s from most browsers or devices.
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3. Send files back
Upload completed returns or other documents. Clients download securely, on-demand.
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4. Integrated and simplified
Leverage Drake Documents to create folders and batch‑upload all client files at once.
BUNDLE & SAVESave 40% with the
Practice Essentials Bundle
Plans and Pricing
Trial
FREE
(for 14 days)
Monthly
$49.95
Add additional storage for $9.95/month per 25 GB
Yearly
$349.95
Add additional storage for $99.95/year per 25 GB
Frequently Asked Questions
Drake Portals is a secure, cloud-based solution that helps tax professionals exchange documents, collect e-signatures, and communicate with clients online - all through a custom-branded portal.
Drake Portals integrates seamlessly with Drake Tax®, Drake Tax Online™, Drake Workflow™, Drake E-Sign™, Drake Pay™, and Drake Documents® - allowing you to back up tax returns, manage client files, and upload documents directly from one Drake interface.
All files are encrypted during transfer and at rest, and clients only have access to their own documents to help maintain confidentiality and compliance.
Absolutely. Drake Portals features a mobile-friendly interface that lets clients snap photos of W-2s or receipts and upload them directly from most any device.
Yes. You can personalize your portal with your company logo and a unique subdomain (e.g., YourFirmName.SecureFilePro.com) for a professional, branded experience.
Yes. The portal works on most modern web browsers and uses a simple, folder-based layout - making it easy for clients to upload, download, and manage their documents.
Client Checklists help you track which documents your clients have uploaded. Checklists are dynamic and based on the prior year's data entry. You can add or remove items by logging into your Drake Portals preparer portal and clicking the Checklist tab. Note that you cannot add or remove forms from within Drake Documents.
The Client Checklist improves efficiency in your tax practice by automatically tailoring itself based on the client's prior-year data. This dynamic approach helps ensure that only relevant forms and items are included, reducing guesswork and minimizing the risk of missing important information.
Document classification automatically identifies, sorts, and checks off client documents as they are uploaded, streamlining Client Checklist completion.
Email is not a secure method for transmitting sensitive information. Tax documents often contain highly confidential data - such as Social Security numbers, income details, and bank information - that can be exposed if intercepted, sent to the wrong recipient, or accessed through a compromised email account.
Drake Portals subscriptions come at monthly and annual rates.
Monthly: $49.95
Annual: $349.95
With our Practice Essentials bundle, you can save 40% off the combined regular retail price of Drake Portals, Drake Workflow, and Drake E-Sign.
Practice Essentials: $599 ($1,000 value)
- Portals 25GB
- Workflow
- 200 Basic E-Signatures
- 50 KBA E-Signatures
Practice Essentials Plus: $849 ($1,425 value)
- Portals 50GB
- Workflow
- Unlimited Basic E-Signatures
- 100 KBA E-Signatures
Yes. Drake Portals can be used to collect fees with a subscription to Drake Pay™.