Client Settings

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