Videos
Drake Tax
Getting Started
Drake Tax Setup
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Business Returns
Data Entry Navigation
Tax Topics
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Data-Entry Navigation
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Gruntworx
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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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Guest Exchange
Securely send and receive client files without creating a client portal account using the Guest Exchange feature.
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Email Settings
Learn how to Customize Drake Portals (SecureFilePro) emails to your clients.
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