Drake Portals
Secure File Exchange and Tax Document Storage.
Overview
Drake Portals, formerly SecureFilePro, is a secure online portal offered by Drake Software. It is designed to work seamlessly with Drake Tax, allowing tax professionals to exchange confidential documents with clients, send and receive tax organizers, and deliver completed tax returns. The platform focuses on providing a secure and straightforward method for client file exchange.
✨ Key Features
- Secure File Exchange
- Integration with Drake Tax
- Electronic Signatures
- Client Questionnaires (e-Sign Organizers)
- Mobile App for Clients
- Custom Branding
- Email Notifications
🎯 Key Differentiators
- Seamless, direct integration with Drake Tax software.
- Cost-effective pricing, often bundled with the tax software.
- Simple, easy-to-use interface focused solely on file exchange.
Unique Value: Offers the most seamless and efficient secure file exchange workflow for users of Drake Tax software.
🎯 Use Cases (4)
✅ Best For
- Printing a tax return directly from Drake Tax to the client's Drake Portal.
- Clients using the mobile app to scan and upload documents with their phone camera.
- Sending and receiving signed engagement letters.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Firms that do not use Drake Tax software.
- Professionals needing a full practice management suite with workflow, billing, and CRM.
🏆 Alternatives
While it lacks the broad features of practice management suites, its direct integration with Drake Tax provides a level of automation and simplicity for Drake users that third-party portals cannot match.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
🔒 Compliance & Security
💰 Pricing
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