Client Settings

Easily start exchanging files securely with your clients using the Batch Client Create Feature right inside Drake Documents. [CC]

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]

Learn how to use Drake e-Sign to sign returns electronically, both in-person and remotely. [CC]