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Drake Tax
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Client Settings
Manage your Drake Portals (SecureFilePro) Client Settings inside Drake Documents.
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Other videos in this category:
E-Sign
Learn how to use Drake e-Sign to sign returns electronically, both in-person and remotely.
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Email Settings
Learn how to Customize Drake Portals (SecureFilePro) emails to your clients.
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e-Sign Online Test Returns
See the Drake e-Sign Online process, from start to finish, using a test return.
