Core Insights - Drake Software has announced significant enhancements to Drake Portals, focusing on intelligent document classification and workflow improvements to enhance the taxpayer experience [1] Group 1: Product Enhancements - The latest improvements include intelligent document classification, which automatically identifies and organizes client-uploaded IRS forms and documents, allowing tax professionals to spend less time sorting files [1] - Enhanced client checklists have been introduced, making it easier for taxpayers to understand required documents and track their progress throughout the filing process [1] - New integration with Drake Workflow connects document collection directly to workflow management, enabling tax professionals to better track return status and manage tasks [1] Group 2: Security and Recognition - Security remains a cornerstone of Drake Portals, built with modern security standards and trusted by firms nationwide for secure collaboration [1] - Drake Portals has been recognized as an award-winning solution, ranked 1 in the Client Portals for Firms category in the 2025 CPA Practice Advisor Readers' Choice Awards [1] Group 3: Company Background - Drake Software, founded in 1977, provides software solutions to over 70,000 tax and accounting firms that file more than 36 million tax returns annually [1] - The company is known for its award-winning customer service and is consistently recognized for excellence in quality, value, and reliability [1]