To a first time user of the software, it can seem extremely complex. The speed you need – Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. 17624: Preparing for the Individual DeadlineSecureFilePro is a business app developed by Drake Software. About this app. CONS. Exchange messages with your client; Export a transcript of your conversations (from the Drake Documents integration only) To disable messaging for all clients, go to Drake Documents > Setup > SFP Settings > Connect Features tab > uncheck the Messenger box > the Settings Saved message displays >. Click Change Logo. Clients and taxpayers that use Drake Portals are. New Outgoing – Select and send files; Incoming File Summary – Review files you’ve received; Outgoing File Summary – Review files you’ve sent; Settings – Customize Guest Exchange; New OutgoingDrake Software is a complete professional tax preparation program for federal and state returns, business and individual. See Related Links below for details. 15626: EU General Data Protection Regulation Law - Drake Portals and Drake Websites. Right-click and select Create New Folder. Sending organizers is easier than ever, thanks to Drake Software’s SecureFilePro option, and Drake Tax produces professional letters with just a couple mouse clicks. Check Send to cloud storage. com [email protected] the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Drake Portals on the SecureFileProTM domain provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. Browse to the graphic image you want to use, select the image file and click Open. A song that uses Artificial Intelligence to clone the voices of Drake and The Weeknd has gone viral on social media. Exchange messages with your client; Export a transcript of your conversations (from the Drake Documents integration only) To disable messaging for all clients, go to Drake Documents > Setup > SFP Settings > Connect Features tab > uncheck the Messenger box > the Settings Saved message displays >. For information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. 9500 | Webinars at DrakeSoftware. Content with Closed Caption [CC] enabled is available by selecting [CC] in the video summary. com 1 2 Awards 3 Support 4 Tax Solutions 5 GruntWorx 6 Tax Diagnostic Tools 7 Drake Accounting 8 Client Communications 9 SecureFilePro 10 Business Tools 11 Drake Hosted 12 Making the Switch 13 Keeping You Connected Awards Support About Drake Drake Tax was fi rst. Client – Sending a File. 12109: Enterprise Office Manager (EOM) 2 years. Select settings: Verify the time. a. 1 year. See why professional preparers vote Drake #1 year after year. If accessing your Drake Portals client documents via the Drake Portals Pane in Drake Documents, follow these steps:Backup Online to SecureFilePro. For help using Drake Portals, go to the Drake Software Knowledge Base and review articles in the Drake Software > Drake Portals - SecureFilePro category on the Browse tab, or search Drake Portals. Using your cellular device, link the app to the Drake Portals account by completing one of the following: Scan the authentication barcode (QR code), or. 8020 > DrakeSoftware. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. It is extremely slow and very difficult for users to use. Browse to the graphic image you want to use, select the image file and click Open. Click on your username and then select Guest Exchange. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. Send an email to these Drake Software departments directly, or reach out to us using the contact info at the bottom of your screen. When you check mark the Backup to SecureFilePro box and click Backup, the programs opens the SecureFilePro Login. Second, sign with eSignature events. 0. Drake Software Support cannot provide assistance backing up or restoring from a CD-RW. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. There are lots of video tutorials and an nice set of help. Drag and drop file transfer from Drake Portals clients to Drake Documents. Create an access code with either the last four of the client’s ID number or. Use default no-reply@securefilepro. The Preparer site is used to manage your Drake Portals account, access secure document exchange and other interactive functions as well as portal site settings, client. 10671: Drake Tax - Software User's Manual. Set Number of Weeks to Keep. Select the file to be uploaded and click Open. It's currently not in the top ranks. Lacerte: Best for complex returns, such as consolidations. This desk reference is a. New 10983: Installing Drake Tax New 18321: 2023. Click the link SecureFilePro eSign Information. Flexible storage – Drake Portals comes with 5 GB of file transfer space for all plans. Notifications. Use Logo on Emails. Select Rename Folder or Delete Folder from the. While tax clients have always been able to access the web-based client portal from a browser, they can now download the. Once you have created your PDF, follow these steps to add signature fields and send the document to the taxpayer for e-signing: Log in to the Drake Portals website. Drake Tax will now allow Form 4562 imports, and the new optional multi-factor authentication can help tax professionals better secure their accounts. SECUREFILEPRO SecureFileProTM, an HTTPS file-sharing site, allows you to send and receive documents on your own secure WebFrom the Messenger tab of Drake Portals, you can:. Virtual Currency response field removed when importing Client Profile. For help using Drake Portals, go to the Drake Software Knowledge Base and review articles in the Drake Software > Drake Portals - SecureFilePro category on the Browse tab, or search Drake Portals. Skip to main content Site Map. Drake Portals on the SecureFilePro TM domain provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. The following items may prevent signatures from being uploaded or help you troubleshoot taxpayer failed signatures. Drake Portals on the SecureFileProTM domain provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. SecureFilePro is a service of Drake Software, a professional tax and accounting software provider that we've used for years to securely prepare and e-file your returns. Locate the file and either right click and copy the file or use the drag-and-drop function to move it to the client's Drake Documents folder. To do so, follow these steps: Select your username from the Home window of your Drake Portals website. If they’re not set up, see Related Links below for instructions on client setup. VDOMDHTMLe>Document Moved. SecureFileProTM provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. The preparer's e-signature is not applied via this process; it is only designed to gather the taxpayers' electronic signatures. 7 months. SecureFilePro is a service of Drake Software, a professional tax and accounting software provider that we've used for years to securely prepare and e-file your returns. Second, sign with eSignature events. We uncover the newest industry insight on tax prep fees in our latest infographic blog post! Drake Software surveyed over 1000 tax preparers to discover their accepted payment methods, anticipated charges per form, pricing approach, and plans to modify fees. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Enter a memo note, if desired. How long is the trial period? The free trial is 14 days from the date you sign up. Drake Software is an all-in-one professional tax software that gives tax professionals and accountants the tools they need to prepare personal, business, state and federal tax returns. com subdomain: <yourbusinessname>. Drake Software | 800. Custom subdomain – <yourbusinessname>. Drake Tax offers two platforms: A desktop version and a web-hosted version called Drake Tax in the Cloud. 10671: Drake Tax - Software User's Manual. 2. In order to upload a new file to the Outgoing Files section, follow the steps below: Log into Drake Portals. 1 month. To rename or delete the folder, select it in the Drake Portals pane and right click. Enter the New folder name and click OK. Included in Drake Portals. Credit & Debit Card Processing – Give clients more payment options. Drake Tax offers two platforms: A desktop version and a web-hosted version called Drake Tax in the Cloud. A single message is limited to 1000 characters, including spaces. Modified Date. Before you first use Guest Exchange, you must turn it on to make it accessible to you and to your clients. At the top, click Create New Exchange. 1099R x42. 14. In Drake Tax, the option is available in the Backup and Restore dialog box. Drake Tax from Drake Software is well-suited for small to mid-sized accounting firms that process both individual and business taxes. Send and receive instant messages through Messenger. Guest Exchange. Drake Portals (SecureFilePro) is a secure file exchange tool for tax professionals and their clients, as well as a payment solution and a card processing program. If your account is terminated for failing to upgrade to a paid subscription, the subdomain you chose will be recycled. Follow the app specific steps to activate the app. Browse to the graphic image you want to use, select the image file and click Open. It's currently not in the top ranks. Account Tab. Flexible storage – Drake Portals comes with 5 GB of file transfer space for all plans. Follow the app specific steps to activate the app. Select the radio button Sign online via SecureFilePro. This setting is found in Drake Documents > Setup > SFP Settings > Employees tab. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or mailing returns and other documents to clients when they need a copy. 59 / 5 stars. Loading; Loading the requested domain. com, Drake Portals (a. Pros: Drake is a very affordable tax preparation software that doesn't nickel and dime you for every feature. 12109: Enterprise Office Manager (EOM) 2 years. CPE Training x42. You can also print to a real printer at this step if desired. In the Drake Portals pane, click on the Files tab and select the client default folder in which you want to add a custom folder. View the completed return and select the pages that should be included in the eSignature PDF. • The portal provides you with a secure way to exchange confidential. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or. From the Products menu, select Drake Portals. Client – Receiving a File. The verification software must be able to match both taxpayer and spouse to the address in order to ask the appropriate Knowledge-Based Authentication (KBA. Other videos from the same category Follow these. SecureFilePro Drake Software 3. Click Change Logo. Backup Online to SecureFilePro. . To use SFP eSign: First, purchase eSignature events. 1 month. The deadline to comply with GDPR was May 25, 2018. On the Home page, expand the Clients section. 12109: Enterprise Office Manager (EOM) 2 years. Modified Date. 1 year. Among other things, the law can apply to non-EU companies who. On the Home window of Drake, select Setup > Printing > Printer Setup. Many options and can take time to learn navigation. You can send the customer documents via Drake Portals (SecureFilePro), and the customer can sign them on their mobile device or computer. (“Drake Software”) Billing and Payment Policy for SecureFilePro™ All payments for SecureFilePro™ services are due before delivery of service. The software scans the clients chosen and then displays the Organizer/Proforma – Print Options window. Linking Drake & SecureFilePro Follow these instructions to link your copy of Drake Tax to your SecureFilePro portal account. 03 / 5 stars. 524. Your site may be accessed anywhere the Internet is available. DSL, cable, fiber optic) is recommended for GruntWorx, SecureFilePro, and Google and Outlook Calendar integration. To learn about Drake Software in a classroom setting, join us for classroom training or a live webcast. 02 Broadcast - Catch our Drake Accounting® Classroom Training! CPE TrainingTo give a firm’s employees access to SecureFilePro, create employee accounts. Drake Portals on the SecureFilePro TM domain provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. Search for " SecureFilePro. “Single sign-on” allows users to sign in to multiple accounts with one set of credentials. See Related Links below for details. On the Connect tab, enter the bill amount. Every Drake Portals package, including the 14-day free trial, has access to all Drake Portals features (Files, Profile, Checklist, Questionnaires, Signatures, and, Payment). Technology. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. (Requires a Drake Portals (SecureFilePro) account, plus additional fee for e. This will load the client creation window. 14. Download SecureFilePro and enjoy it on your iPhone, iPad, and iPod touch. Click the eSign button. The preparer's e-signature is not applied via this process; it is only designed to gather the taxpayers' electronic signatures. Sign InSelect File > View; the "EF Selector" dialog opens. 890. Set Number of Weeks to Keep. Drake's secure cloud-hosted environment is the best option for independent tax preparers and small tax firms since it gives access to ready-made services and software. Educate Yourself on Tax Law Changes. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. Select the relevant report such as Client List (All Clients). Thanks to the suite of products Drake offers – like SecureFilePro™, Drake Documents, and Client Write-Up – we are able to provide the best possible service to our clients. Optional: Password protect. 14454: State, AMT, and Book Depreciation Amounts Not Updating from Prior Year. Drake Portals - SecureFilePro. "Sent From" Email. Flexible storage – Drake Portals comes with 5 GB of file transfer space for all plans. It is web-based and works with most browsers and computers. . The price is unbeatable, the customer support is very attentive and responsive, software gives you a message page with potential errors and solutions prior to filing. Since it is a paperless document exchange, preparers spend less time printing, faxing, emailing, or mailing returns and other documents to clients when they need a copy. 14308: Drake Portals - Making, Storing, Restoring, and Deleting Backups. Firm Management. On the Drake Portals website, follow these steps: Click on your username and choose Account Settings. To use SFP eSign: First, purchase eSignature events. Click the eSign button. Loading; Loading the requested domain. 95 per year, per 25 GB. com 1 2 Awards 3 Support 4 Tax Solutions 5 GruntWorx 6 Tax Diagnostic Tools 7 Drake Accounting 8 Client Communications 9 SecureFilePro 10Software employs federal and state programmers, administrative Business Tools 11 Drake Hosted 12 Making the Switch 13 Keeping You. Password. Access SecureFilePro. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. Drake Accounting® Classroom Training - CPE Training. Select the menu at the top right and choose Guest Exchange. Once you have created your PDF, follow these steps to add signature fields and send the document to the taxpayer for e-signing: Log in to the Drake Portals website. com 1 2 Awards 3 Support 4 Tax Solutions 5 GruntWorx 6 Tax Diagnostic Tools 7 Drake Accounting 8 Client Communications 9 SecureFilePro 10 Business Tools 11 Drake Hosted 12 Making the Switch 13 Keeping You Connected Awards Support About Drake Drake Tax was fi rst. 1 month. Drake Software. It rapidly grew from a family tax practice into a national brand by providing tax professionals with. 15765: Using Drake Portals (SecureFilePro™) in Drake Accounting® (DAS) 2 months: 15699: Trial Software & Activation (DAS) 2 months: 15230: Configure Bitdefender to Allow Drake Accounting Files (DAS) 2 months: 15229: Configure Webroot to Allow Drake Accounting Files (DAS) 2 months:Drake Software is a top-tier provider of professional tax preparation software. Drake Accounting® Classroom Training - CPE Training. The developer, Drake Software Mobile, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s. Access all your Drake products and services with one login. 10088: 1040 - K1 Code Data Entry. Log in to the Drake Software Support website. Resources - Download Drake Tax, Drake Accounting, and conversion software; order supplemental resources and Drake-compatible supplies; look up federal and state facts; access the Drake Broadcast Center; learn about SecureFilePro; participate in forums; and find answers to your questions in the Drake Knowledge Base. Click Configure Automatic Backups. Javascript must be enabled for the correct page displayProcessor. Monitor. Select the radio button Sign online via SecureFilePro. Drake Portals on the SecureFileProTM domain provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. Select the radio button Sign online via Drake Portals TM . This will load the client creation window. DrakeSoftware. 0. From the Products menu, select Drake Portals. Browse to the graphic image you want to use, select the image file and click Open. The following items may prevent signatures from being uploaded or help you troubleshoot taxpayer failed signatures. Type your message in the text field, then click Send. Your site may be accessed anywhere the Internet is available. This process allows you to easily add signature fields to a PDF document of your choice/creation, and then send that PDF to a taxpayer for electronic signatures. . An email will be sent to verify your identity when you log in from a new device. In Drake Accounting, make the client you want to sync to Portals the active client. Object moved to here. . The window changes to show this folder and its contents on Drake Portals: In the upper right pane, left click to select the document that you want to upload and drag it down into the lower Drake Portals pane. When using Drake e-Sign Online, remember: The Drake e-Sign Online process is different than using a Signature Pad to e-Sign documents in your office. To access Guest Exchange, click on the icon in the SFP pane of Drake Documents. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money. Click the link SecureFilePro eSign Information. com [email protected] speed you need – Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. com) with an Administrator or Preparer login. 17694: Schedule K1 - Box 21 (Drake21) 2 months. When using SFP eSign, remember: The SFP eSign process is different than using a Signature Pad to e-sign. PROS. Drake Software offers various platforms for tax preparation, including Drake on the Desktop, Drake Tax, Drake Accounting, and Drake Documents. Object Moved. Drake recommends using Drake Portals – SecureFilePro TM to securely send and receive sensitive data instead. Second, sign with eSignature events. Review the following frequently asked questions about the Drake Portals (SecureFilePro TM) Free trial: What is included in the free trial? 250MB capacity;. com-subdomain website for exchanging tax documents, communicating with clients, collecting signatures and payments, and more. Free marketing – Digital and print marketing available to help you grow your business. . The administrator can change this selection by clicking Edit. Most other software charges you extra for additional states. 9500 Webinars at DrakeSoftware. Drake Software offers a comprehensive guide to using its portals service, which allows you to share files securely and efficiently with your clients. When using the automatic backup feature of saving custom backups, Drake Tax clients who want to store their files at an off-site location can now back up their files to SecureFilePro. It also allows for hardware add-ons, such as a barcode scanner or signature pad. On the Files tab in the Drake Portals pane, select the destination folder. It is web-based and works with most browsers and computers. Email. Don’t have an account? Upload or Download files here. Drake Tax has 89 reviews and a rating of 3. Choose Create under the Create Batch Drake Portals Clients section at the bottom of the window. Javascript mus22t be enabled for the correct page displayDrake Software Blog Team - November 16, 2023. . • The portal provides you with a secure way to exchange confidential. 2023-08-14 V5. SecureFilePro. 13355: Federal Forms - Drake e-Sign (in-Person or Online) 1 year. Drake Tax offers several tax package. . 6. Drake E-Sign Online is integrated with Drake Tax and works along with Drake Portals SecureFilePro. Drake Tax, part of Drake Software, is well suited for small to mid-sized accounting firms that process a high number of individual and business returns. cloud_upload Upload cloud_download DownloadFor information about installing and setting up the Drake Documents for Drake Accounting ®, see Related Links below. Browse to the graphic image you want to use, select the image file and click Open. Check the pros & cons to see if the pricing plans are worth it. Hard drive. You can further increase the. SFP clients can send SecureFilePro domain name change requests from Drake Portals Settings in Drake Documents. If you are a Drake Software customer, you can access your own portal here and enjoy the benefits of online backup, file transfer, and client communication. . Sign up for a SecureFilePro Account. Drake Portals (SecureFilePro) Drake Portals (SFP) provides a secure client file exchange portal, allowing you to exchange tax documents between you and your client over your own secure site. 11727: 1040. Modified Date. Select the radio button Sign online via SecureFilePro. 10. . com; Seamless integration with Drake Tax Software; Set file expiration dates and customize default expiration dates; Customize emails to customers, including logos, text and footer; Guests can send and receive files without going through a portalDrake Software | 800. Backup Online to SecureFilePro. A single message is limited to 1000 characters, including spaces. Don’t have an account? Upload or Download files here. 2019 Rating – 4. Browse to the graphic image you want to use, select the image file and click Open. Right-click and select Create New Folder. From the Messenger tab of Drake Portals, you can:. Browse to the graphic image you want to use, select the image file and click Open. 14 Are you a current Drake Software customer? Sign in to my account I'm not a current Drake customerConnecting Read reviews, compare customer ratings, see screenshots, and learn more about SecureFilePro. (“Drake Software”) Billing and Payment Policy for SecureFilePro™ All payments for SecureFilePro™ services are due before delivery of service. Save the PDF of the return. Guest Exchange. Click Manual code to set up the app with a code. New 16175: Drake Accounting Manual (DAS) New 15170: 1040 - Printing a Bank Check. The Report Manager window opens. Shortcut keys and macros simplify data entry and reduce keystrokes. You can also use. In Drake Tax, the option is available in the Backup and Restore dialog box. From this section, the taxpayer will click on Pay and. For more information, see the Drake Portals page and Related. Select the (F8) Edit Printer Settings tab. 17694: Schedule K1 - Box 21 (Drake21) 2 months. After downloading SecureFilePro ® on Google Play or the Apple App Store, clients can simply login with the email address they use to access their client portal. All users must purchase e-sign events in order to sign online. Select the relevant report such as Client List (All Clients). . If your account is terminated for failing to upgrade to a paid subscription, the subdomain you chose will be recycled. View the completed return and select the pages that should be included in the eSignature PDF. 2 months. 15626: EU General Data Protection Regulation Law - Drake Portals and Drake Websites. Enter your email address and password to sign in. Clients and taxpayers that use Drake Portals are. When the free trial period expires, you will have 30 days to upgrade to a paid subscription before your account is terminated. There are four tabs on the SecureFilePro Guest Exchange window. Click the link eSign Information. Select the file to be uploaded and click Open. 3. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. New 16175: Drake Accounting Manual (DAS) 2 weeks. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. After the PDF is printed, a dialog box displays the client's Drake Portals folders. 14454: State, AMT, and Book Depreciation Amounts Not Updating from Prior Year. A single message is limited to 1000 characters, including spaces. In the New Exchange window, enter the following items: Recipient (s) Email Address. SecureFilePro is ideal for users who prefer paperless options, and the LookBack feature lets you view the prior year’s tax return data. Features to help you better serve clients who don’t come into the office: Open Drake Documents: The Cabinet (Working or Archive) displays with a tree of clients on the left. In the last 30 days, the app was downloaded about 470 times. Under Email. Modified Date. When using the automatic backup feature of saving custom backups, Drake Tax clients who want to store their files at an off-site location can now back up their files to SecureFilePro. Use default no-reply@securefilepro. Price range: The desktop version is between $345 and $1,625. 45 / 5 stars. For example, choose Documents from Preparer. When using the automatic backup feature of saving custom backups, Drake Tax clients who want to store their files at an off-site location can now back up their files to SecureFilePro. Modified Date. Username. Sales: (800) 890-9500 Support: (828) 524-8020 Fax: (828) 369-9928 Under the Two-Factor Authentication section, choose App. Most other software charges you extra for additional states. Choose from App Generation or Text Message Authentication below. 17730: 1040 - K1P Box 20 Code AG. The default settings for each tab set focus to the first form in the list. 6 months. Documents can only be signed via Drake Portals if enough e-Sign Events have been purchased and are available. There are lots of video tutorials and an nice set of help. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Don’t have an account? Upload or Download files here. Resources - Download Drake Tax, Drake Accounting, and conversion software; order supplemental resources and Drake-compatible supplies; look up federal and state facts; access the Drake Broadcast Center; learn about SecureFilePro; participate in forums; and find answers to your questions in the Drake Knowledge Base. Select your client and then click on the Messenger tab. K1 x129. Popular Articles : Title: 13325: Return Due Dates and Deadlines. Double-click on the preparer or select the preparer and click Edit Preparer. Drake Portals is a web-based service that lets you create a secure website on the SecureFilePro. If you need assistance renewing Drake Tax, please call our Accounting team at (828) 349-5900. 98 / 5 stars vs ProSeries Tax which has 152 reviews and a rating of 4. Learn how to customize your firm’s Drake Portals (SecureFilePro) account settings, including the custom web address, subscription status, notification options, and more. Send a file to multiple recipients by entering multiple. Click Manual code to set up the app with a code. It rapidly grew from a family tax practice into a national brand by providing tax professionals with. GruntWorxDrake Portals on the SecureFilePro TM domain provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. Expand Advanced Settings. the option, go to Drake Documents > Setup > SFP Settings > Connect Features tab > check the Sign Forms option. Click Change Logo. When they log in to their Drake Portals Account, they click on Payment on the left. To send a file to someone who does not have a Drake Portals account, click on the Guest Exchange icon in the Drake Portals - SecureFilePro Pane of Drake Documents, then: In the Recipient Email pane, click on a blank row under Email. under the Guest Exchange and complete the displayed page. View the status of e-Sign Events through Signatures. 1 month. securefilepro. Select a category below or click. Click the eSign button. You can further increase the security of your account by using an authenticator app, such as Google Authenticator. 12511: Drake Software Status Page (Website) 2 months. There are two supported authentication code retrieval methods discussed below. 02 Broadcast - Catch our Drake Accounting® Classroom Training! CPE TrainingDrake Software | 800. CONS. An email will be sent to verify your identity when you log in from a new device. . It is extremely slow and very difficult for users to use. 11. Drake eSignature is integrated into SFP and allows your 1040 clients to review and sign tax documents on their mobile devices or computers. Enter the New folder name and click OK. In addition to sending and receiving files, you can now access the Connect features on the Drake Portals website to do the following: Collect client information through Questionnaire.