The New Drake Portals Experience: Designed for Tax Pros and Their Clients

A smoother, smarter, and more connected way to collaborate with your clients is here.
Drake Software® is excited to introduce the all-new Drake Portals® taxpayer experience — built to streamline communication, enhance visibility, and simplify your daily workflow.

Why the New Experience Matters

In today’s fast-paced tax environment, clients expect transparency, speed, and convenience — and tax professionals need tools that support efficient collaboration without sacrificing security or control. The latest enhancements to Drake Portals deliver exactly that: a modern interface that makes managing your tax practice — and your clients’ experience — faster and more intuitive than ever.

What’s New for Your Clients

Your clients will likely notice the difference immediately. The refreshed Drake Portals interface makes it easier for taxpayers to stay informed and engaged throughout the filing process.

Here’s what they’ll love about the new experience:

• A modern homepage — Contextual guidance and personalized to-do items help clients know exactly what’s next.
• Enhanced checklists — Better preparation tools now, and a foundation for future document classification integration.
• Simplified navigation — Files, e-signatures, and approvals are all in one convenient location.
• Live return status — Clients can now see real-time updates as you prepare their returns.
• Quick profile updates — Personal information can be easily reviewed and edited.

Together, these updates empower clients to take an active role in the process — while giving you fewer calls and emails to manage.

What’s New for Tax Professionals

The redesigned Drake Portals doesn’t just benefit clients — it makes your day-to-day practice more efficient, too. You’ll find new tools that give you greater visibility and control over every stage of client collaboration.

Highlights include:

• New to-do page — View, track, and manage client tasks in one place. You can even review and dismiss items to keep things organized.
• Custom return status settings — A new configuration page in Drake Hub^TM lets you decide whether clients can view real-time return progress.
• Unified workflow integration — Drake Workflow^TM now connects seamlessly with Drake Portals and Drake E-Sign for a fully web-based, connected experience.

These updates mean fewer manual steps, clearer communication, and smoother progress from start to finish.

See the New Experience in Action

For a deeper look at the enhancements — and how they can elevate both your client relationships and your practice management — access our recent webinar recording:

The Next Evolution of Drake Portals: A Better Experience for Taxpayers & Pro:
Get Webinar Recording

Disclaimer:

A Note on Availability

1. Purchase of a Drake Portals subscription is required in addition to your Drake Tax® package.
2. Drake Workflow is currently in beta testing. As such, you may experience interruptions or changes as we continue refining the product. Drake Workflow (beta) is available as a trial with a paid Drake Tax product through April 30, 2026.