Client Settings
Manage your Drake Portals (SecureFilePro) Client Settings inside Drake Documents. [CC]
Other videos in this category:
Provide Taxpayers the option to sign authorization documents remotely. [CC]
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]
The Preparer Portal Site allows you to access settings, reports, and work with clients, away from your computer and Drake Documents.