Get your own piece of the cloud

for safe and convenient client file transfer.

Send and receive client documents

on your own secure site, anytime, anywhere.

Back up your critical Drake Tax files offsite

to protect your business.

Get files from your client

Your client uploads files to you, which speeds up return preparation and saves them a trip to your office.

Send files to your client

You upload the tax return and other documents for your client to download whenever it is convenient.

Anytime, anywhere

You and your clients can upload or download files at any time, from any device with internet access.

Relax ... it’s secure

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