Secure Transmission
Secure Client Upload Portal
Upload your tax forms, identification cards, and filled questionnaires safely. Files are processed with end-to-end data encryption.
Document Submission
Drake Tax Integration: If you already have a client account, you can log in directly to our secure Drake Portals (SecureFilePro). Documents uploaded there sync directly with our tax preparation software.
Need help gathering documents? Refer to our Tax Prep Checklist.