How to Sign Your Forms in Drake Portals Using Drake e-Sign Online

1. Check Your Email

   • Your preparer will send an email when forms are ready to be signed.
   • If you don’t have a Drake Portals account yet, use the link in the email to create one.

2. Log in to Drake Portals

   • Once logged in, look for the red dot next to Sign Forms on the left menu—it indicates you have documents to sign.
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3. Open the Document

   • Click Sign Forms.
   • Under Documents Available to Sign, double-click the document you want to sign.

4. Find the Yellow Signature Box

   • The PDF will open; scroll to the yellow box labeled “Your signature.”
   • Double-click the yellow box to start the Knowledge-Based Authentication (KBA) process.
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5. Complete Knowledge-Based Authentication (KBA)

   • Answer 3 out of 4 personal-history questions correctly to proceed.
   • Important: If you fail KBA, you won’t be able to e-sign for the rest of the calendar year.

6. Apply Your Signature

   • After passing KBA, a signature box appears.
   • Sign using your mouse, stylus, or finger in each required field.

7. Spouse Signatures (if applicable)

   • If filing a joint return, your spouse must repeat the same KBA and signature steps.

8. Submit Signatures

   • Once all required signatures are applied, click Submit Signatures.
   • Your preparer is notified and can review the signed documents.