Client Settings
Manage your Drake Portals (SecureFilePro) Client Settings inside Drake Documents. [CC]
Other videos in this category:
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]
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.