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Client Settings

Manage your Drake Portals (SecureFilePro) Client Settings inside Drake Documents. [CC]
Other videos in this category:
Account Settings (for firm)
Learn how to customize your firm’s Drake Portals (SecureFilePro) account settings, including the account password, subscription status, payment options, and more. [CC]
Employee Settings
To give a firm’s employees access to Drake Portals (SecureFilePro), create employee accounts. You can easily manage your Drake Portals (SecureFilePro) employee accounts right inside Drake Documents. [CC]
e-Sign Online Test Returns
See the Drake e-Sign Online process, from start to finish, using a test return.