Webinar Registration — Stop Chasing Tax Documents: See Document Classification in Action - Drake Portals Newest Feature

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 checklist—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. tags: tax-news, whats-new