Resources
Client Portal
What is Drake Portals? Drake Portals is a secure online platform that allows you to manage your tax and accounting documents efficiently. It provides a centralized location where you can upload, store, and access your important files.
How to Use Drake Portals:
1. Upload Documents: Easily upload your tax and accounting documents directly to the portal.
2. Track Tax Filing Status: Monitor the progress of your tax filings and stay informed about any updates.
3. Communicate with Our Team: Use the portal to send messages and receive responses from our team, ensuring clear and efficient communication.
Safety and Security: Drake Portals uses advanced encryption and security measures to protect your sensitive information. Your data is stored securely and is only accessible to authorized users. You can trust that your documents and personal information are safe with us.
KEEPING YOU IN THE LOOP
Stay informed about relevant topics and business insights that can contribute to your company’s growth. Check back monthly for updates and current events in the world of taxes that may impact you or your business.
To facilitate the tax filing process, taxpayers can refer to a ‘Get Ready’ page that outlines preliminary steps. New updates and essential items to consider before filing taxes next year are also included.
PAY YOUR FEES
We are pleased to offer secure online payments through 8am CPACharge, backed by Affirm for Buy Now Pay Later flexibility.
What is CPACharge? CPACharge is a secure, professional online payment solution designed for accounting and consulting firms. It allows our clients to pay invoices quickly and safely using credit card, debit card, ACH, or Buy Now Pay Later powered by Affirm.
With CPACharge, you can:
Pay your fees online anytime, from any device
Choose flexible payment options, including monthly installments with Affirm
Trust that your information is protected by industry‑leading security standards
How to Use 8am CPACharge for Payments:
Receive Payment Link:
Once you have completed your order or agreement with us, we will generate a secure payment link for you through 8am CPACharge.
Email Notification:
You will receive an email from us containing the payment link. Look for a subject line such as “Your Secure Payment Link.” Be sure to check your spam or junk folder in case the email was filtered incorrectly.
Click on the Payment Link:
Inside the email, you’ll find a clickable button labeled “Pay Now” or similar. Click this link to be redirected to our CPACharge payment portal.
Enter Payment Details:
On the payment page, enter your preferred payment information — credit card, debit card, ACH, or choose Buy Now, Pay Later powered by Affirm for flexible monthly installments.
Complete Your Payment:
Follow the on‑screen instructions to complete your transaction securely.
Confirmation:
Once your payment has been processed, you will receive a confirmation email from CPACharge and a receipt for your transaction.
Safety and Security:
CPACharge uses advanced encryption and PCI‑compliant security measures to protect your sensitive information. Your payment details are stored securely and are only accessible to authorized users. You can trust that your transactions are safe with us.
Where’s My Refund?
Check the status of your federal and state refund here:
Use the IRS “Where’s My Refund?” tool to track your federal tax refund. You will need your Social Security number, filing status, and the exact refund amount.
Check the status of your state tax refund
Select your state from the list below to be directed to the official state tax website where you can track your refund status.