“Thank you for a reliable software that keeps my small business running.”
Faith O. — Valued Drake Software Customer
Safe client file exchange and off-site backup
DrakePortals® provides your practice a secure website on the SecureFilePro.com domain where you and your clients can exchange confidential documents safely and conveniently. Spend less time printing, faxing, emailing and mailing returns and other documents. Just upload PDFs, and let your clients access at their convenience.
And because DrakePortals works with Drake Tax and Drake Documents®, backing up returns and other documents to the cloud is simple.
Learn more about DrakePortals
Still getting started? We’re happy to help
Here are a few pointers to help you finish getting your tax practice set up.
- Acquiring Your PTIN at IRS.gov
- Get Your Annual Filing Season Program (AFSP) Requirements
- Register for a DrakeCPE AFSP course
- Complete the required number of hours
- Earn your IRS AFSP Record of Completion
- More information here
More Helpful Content
Get the FREE Drake Software Tax Year 2022 Desk Reference Guide containing items ranging from due diligence requirements to MACRS recovery periods.
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Drake Software surveyed more than 3,600 tax professionals to learn whether they planned to make changes to their fees next year. To see the results, download our FREE infographic.
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The 2022 Are You Ready for Filing Season? Infographic covers PTIN renewal, continuing professional education, tax-preparation products, office equipment, and more.
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