Drake Client PortalGive Your Drake Clients a Modern Client Portal
Your clients deserve more than email chains and phone calls. Give them a secure, branded portal to upload documents, track their returns, and communicate with your firm.
Requests are reviewed before activation. Submitting a request does not charge a card. Prefer to talk? Call (855) 334-4244.
A client experience built for tax firms.
Secure document uploads
Clients upload W-2s, 1099s, and other documents directly to their portal with industry-standard encryption.
Return status tracking
Clients see exactly where their tax return is, from In Progress to Filed, without calling your office.
Refund updates
Automatically show estimated refund amounts and filing confirmation once returns are processed.
Secure messaging
Encrypted two-way messaging between your firm and clients. No more sensitive data over email.
Access from any device
Clients can reach their portal from desktop, tablet, or phone with a fully responsive design.
Drake prepares. ZentroBiz delivers.
When you prepare a return in Drake, the connected ZentroWorx workstation syncs the client’s status to their portal. Clients see updates, upload requested documents, and message your firm, all without a phone call.
What your firm gets.
- ✓Return status syncs automatically from Drake
- ✓Client receives a notification when status changes
- ✓Documents are organized by client and tax year
- ✓Branded with your firm’s logo and colors
What your clients do.
- 01
Log in to the portal
One secure sign-in, branded with your firm.
- 02
View status and refund estimate
See where the return stands at any time.
- 03
Upload requested documents
Send what you asked for without email.
- 04
Message the firm securely
Ask questions in encrypted messaging.
Turn Drake into a complete tax firm platform.
Add client portals, workflow automation, and firm dashboards to the tax software you already use.
Or call (855) 334-4244
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Drake Software is a registered trademark of Drake Software. ZentroBiz is an independent platform and is not affiliated with, endorsed by, or sponsored by Drake Software.
