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  • Portal
  • Tax Preparation
  • Documents and Information
  • Quickbooks
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  • Due Dates
  • Resource
  • About
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  • Appointment
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  • More
    • Home
    • Portal
    • Tax Preparation
    • Documents and Information
    • Quickbooks
    • Small Business Start Up
    • Due Dates
    • Resource
    • About
    • Contact Us
    • Appointment
    • Downloads

  • Home
  • Portal
  • Tax Preparation
  • Documents and Information
  • Quickbooks
  • Small Business Start Up
  • Due Dates
  • Resource
  • About
  • Contact Us
  • Appointment
  • Downloads

Portal Login

Simply Done Secure Portal

Load Simply Done secure portal on your phone, easily upload documents with your phone's camera, e-sign (by request) on your phone's screen.


Link to Simply Done secure portal app for iPhone here.


Link to Simply Done secure portal app for Android here.    


Login to your Simply Done portal account here.                                                            


  •      upload documents for tax preparation
  •      send a secure message to Simply Done  
  •      access a pdf fillable organizer (by request)
  •      update personal information   
  •      view completed tax returns
  •      print off signature pages
  •      e-sign your tax return e-file documents (by request)
  •      pay your bill



Watch a video on how to use Drake Portals here.                                                          



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