Client Settings
Manage your Drake Portals (SecureFilePro) Client Settings inside Drake Documents. [CC]
Other videos in this category:
Provide Taxpayers the option to sign authorization documents remotely. [CC]
Easily start exchanging files securely with your clients using the Batch Client Create Feature right inside Drake Documents. [CC]
The Preparer Portal Site allows you to access settings, reports, and work with clients, away from your computer and Drake Documents.