Webinar Registration — Stop Chasing Tax Documents: See Updates to Drake Portals® in Action

Thursday, February 26, 2026  —  2 pm - 3 pm

Chasing client documents doesn’t have to slow you down. Join us for an overview of Drake Portals® and see how its latest enhancement helps you collect documents faster with automated organization and built-in task tracking. We’ll walk through the key features and benefits of Drake Portals®, then demonstrate how client uploads are automatically classified and linked to a task list—so you can quickly see what’s been received, what’s missing, and what still needs follow-up. You’ll see how preparers and clients upload and organize commonly required IRS forms and supporting documents in one place, minimizing back-and-forth, and keeping work moving.