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 exchange works in Drake Portals in this quick video preview.
Drake Portals now also includes enhanced client checklists that clearly outline required documents and allow taxpayers to track their progress throughout the filing process. This added visibility helps minimize back-and-forth communication and ensures fewer missing items during busy season.
With integration into Drake Workflow™, document collection is now directly connected to firm-wide workflow management. You can track return status, manage tasks, and maintain visibility across your office — all within a more connected, streamlined system.
These enhancements build on Drake Portals’ reputation as a secure, award-winning client portal trusted by tax professionals nationwide. As always, security remains at the core — so you can collaborate confidently while protecting sensitive taxpayer data.
To learn more, sign up for our upcoming webinar: Stop Chasing Tax Documents: See Document Classification in Action – Drake Portals Newest Feature
