Your documents, encrypted end to end.
RAS Financial uses Drake Portals for every document that moves between us — W-2s, 1099s, bookkeeping records, and finished returns. One secure place, instead of email attachments.
What the portal is for
The portal is where the paperwork lives. Use it to send us the documents we need, and to pick up what we send back — securely, without attaching sensitive files to an email.
- Upload W-2s, 1099s, prior-year returns, and receipts
- Send bookkeeping records — bank statements, invoices, payroll reports
- Download your finished return and keep a copy for your records
It isn't for general questions. If you want to ask something, book a consult, or check on timing, call (712) 441-9303 or use the contact form — those reach us faster than a note attached to a file.
Already a client? Log in
Sign in with the email address and password you chose when you activated your account. Your documents from previous years stay available in the same place.
Forgot your password? Use the password-reset link on the portal sign-in page — it emails you a reset directly. If you're locked out or your email address has changed, call us and we'll sort it out.
New client? Check your email for your activation link
When we set up your account, we email you a unique one-time activation link so you can create your own password. That link is generated by our office and sent straight to your inbox — it is not something this website can produce, so there's nothing to click here until it arrives.
- Look for a message from RAS Financial with your activation link
- Check spam or junk if it isn't in your inbox within a day
- The link works once — after that, sign in normally with the button on this page
- Never forward your activation link to anyone — it's tied to your account
Can't find it, or it's expired? Ask us to resend it and we'll issue a fresh one.
Not a client yet?
Portal accounts are set up once we've talked and agreed on the work — that way your account is created against the right services from day one. Start with a free 20-minute consultation; if you'd rather just get the paperwork moving, use the request form below and we'll follow up.
Request portal access.
For new clients who haven't been invited yet, and for existing clients who need their activation link resent. We'll email your activation link directly — no links are issued from this page.
Do not include Social Security numbers, EINs, bank account details, or tax documents in this form. This form only asks us to set up your portal — the documents themselves go in the portal once your account is active.
What you can share: your name, the best email for your account, and which service you need it for.
Prefer to talk it through? Call (712) 441-9303, Monday–Friday, 9:00 AM – 5:00 PM Central.