---
canonical: "https://www.softatlas.io/drake-software/products/drake-portals"
name: "Drake Portals"
provider: "Drake Software"
category: "Customer Experience / Customer Support / Self-Service Portals"
review_count: 0
ai_powered: false
website: "https://www.drakesoftware.com/products/drake-portals"
updated: "2026-07-16"
---

# Drake Portals

By [Drake Software](/drake-software.md)

Drake Portals offers secure file exchange capabilities, allowing tax professionals to swap tax documents securely and conveniently with clients.

## 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

## Built for
CUSTOMER_SUPPORT, OPERATIONS, EXECUTIVES

Source: https://www.softatlas.io/drake-software/products/drake-portals