Document Classification

  • New Feature: Smarter Document Collection That Identifies and Organizes Client Uploads 

    Designed to simplify secure document exchange and reduce administrative workload, this enhancement automatically identifies and organizes client-uploaded IRS forms and supporting documents. Instead of spending valuable time sorting, renaming, and reviewing files, your firm can rely on Drake Portals® to categorize documents accurately — helping you move returns through the preparation process more efficiently.  See how secure document…

  • 5 Powerful New Features in Drake Portals That Make Tax Season Easier

    As tax professionals look for ways to streamline their workflow and enhance client experience, Drake Portals® continues to evolve with features designed to help simplify and accelerate the tax preparation process.  Here’s what’s coming soon: 1. Fresh New Look for Tax Preparers and Taxpayers The document checklist (a checklist designed by tax preparers to organize and…