Client Settings
Manage your Drake Portals (SecureFilePro) Client Settings inside Drake Documents. [CC]
Other videos in this category:
The Preparer Portal Site allows you to access settings, reports, and work with clients, away from your computer and Drake Documents.
Easily start exchanging files securely with your clients using the Batch Client Create Feature right inside Drake Documents. [CC]
See the Drake e-Sign Online process, from start to finish, using a test return.