Drake Portals
Secure client portal for seamless document exchange and communication with tax clients.
Executive Summary
Drake Portals is a secure client portal designed for tax professionals to facilitate the confidential exchange of tax documents and communication with their clients. It offers seamless integration with Drake Tax and Drake Documents, enabling preparers to efficiently back up tax returns, manage client files, and upload documents directly within their workflow. The platform provides a branded experience, allowing practices to use custom URLs and showcase a professional image. Key functionalities include secure file sharing, batch uploading capabilities for clients, and a refreshed user interface for both tax preparers and taxpayers. Drake Portals ensures that sensitive financial information is exchanged conveniently and securely, adhering to compliance standards such as SOC 2 for its cloud hosting. This solution aims to streamline the tax preparation process by offering a centralized, secure hub for all client-related document management and communication needs.
Use Cases
- Securely exchanging confidential tax documents with clients.
- Managing and backing up client tax files and returns.
- Providing clients with a branded, professional online portal.
- Facilitating secure communication between tax preparers and clients.
- Enabling clients to batch upload multiple documents at once.
Features
Visibility
- Branded Portal & Custom URL: Showcase your practice with a custom-branded portal and URL for a professional client experience.
- Fresh New Look: Updated user interface designed for ease of use by both tax preparers and taxpayers.
Technical Specifications
- Architecture
- Cloud-based platform with seamless integration into Drake Tax and Drake Documents.
- Deployment
- SaaS
- API Available
- No
Integrations
- Drake Tax
- Drake Documents
Security & Compliance
Certifications: SOC 2
Encryption: Data encrypted in transit and at rest to ensure confidentiality of sensitive tax documents.
Pricing
- Model
- per user/month
- Starting Price
- $114 user/mo.
- Target Customer
- SMB,Mid-Market
- Contract Type
- Monthly
- Free Trial
- Yes
About Drake Tax
Drake Software provides comprehensive, professional tax preparation and e-file software solutions for tax preparers and accounting firms. Founded in 1977, the company offers a suite of tools including tax software, accounting solutions, and productivity tools.