Client Portals (Powered by Drake Software) provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. It is web-based and works with most browsers and computers. 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.

For more information, visit the Client Portals product page. A free 14-day trial is also available!

For only $299.95 per year, a Client Portals subscription includes:

• Option to brand your site with your company’s logo and name.
• A custom URL (website address) so your clients (taxpayers) can access your site.
  • Be sure to bookmark this URL for future use.
• Unlimited clients (taxpayers).
• Unlimited firm accounts for staff/employees.
• 5GB of storage space (additional storage is available – $99 per 25GB block).
• Industry-standard security measures.
  • The site and client files are protected by tough, industry-standard security measures. All transmissions are secured with 256-bit SSL encryption, and files are encrypted at rest on the server.
• Secure client (taxpayer) access.
  • Taxpayers can view and access only their own documents.

With Client Portals you can quickly:

• Transfer files.
• Review taxpayer profiles.
• Send questionnaires.
• Request files.
• Track client (taxpayer) progress.
• Send and receive instant messages.
• Capture remote electronic signatures with E-Signatures (coming in TY26).
• Provide clients (taxpayers) with a website optimized for mobile devices and accessible with a standard web browser in iOS, Android, or on their computer. A mobile app is also available for clients (taxpayers).

Limitations apply to individuals outside of the United States.