Drake Portals
No reviews yetDrake Portals offers secure file exchange capabilities, allowing tax professionals to swap tax documents securely and conveniently with clients.
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Features
Securely share files with clients
Encrypt files during transfer and at rest
Build and manage document checklists automatically
Integrate seamlessly with Drake Tax and other Drake tools
Collect e-signatures on documents
Communicate securely through in-app messaging
Customize portal with firm branding and custom URL
Facilitate mobile-friendly document uploads
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