for safe and convenient client file transfer.
on your own secure site, anytime, anywhere.
to protect your business.
Your client uploads files to you, which speeds up return preparation and saves them a trip to your office.
You upload the tax return and other documents for your client to download whenever it is convenient.
You and your clients can upload or download files at any time, from any device with internet access.
Your site and your clients’ files are always protected by tough, industry-standard security measures.
Mobile-Friendly Features for Your Customers
New features to help you serve clients without them needing to come into your office:
* Additional fee required
** Must use EPS E-Pay merchant services to receive e-payments
Included in Drake Portals