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Client Settings

Manage your Drake Portals (SecureFilePro) Client Settings inside Drake Documents. [CC]
Other videos in this category:
E-Sign
Learn how to use Drake e-Sign to sign returns electronically, both in-person and remotely. [CC]
Portal Basics
This video demonstrates portal basics to the end user, including logging in, sharing files, and account settings. We invite Drake Portals (SecureFilePro) customers to share this video with taxpayers to promote secure communications with taxpayers. [CC]
Connect Create Clients in Batch
Easily start exchanging files securely with your clients using the Batch Client Create Feature right inside Drake Documents. [CC]