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Client Settings

Manage your Drake Portals (SecureFilePro) Client Settings inside Drake Documents. [CC]
Other videos in this category:
Guest Exchange
Securely send and receive client files without creating a client portal account using the Guest Exchange feature. [CC]
E-Sign
Learn how to use Drake e-Sign to sign returns electronically, both in-person and remotely. [CC]
Drake Portals Preparer Site
The Preparer Portal Site allows you to access settings, reports, and work with clients, away from your computer and Drake Documents.