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Drake Portals Preparer Site

The Preparer Portal Site allows you to access settings, reports, and work with clients, away from your computer and Drake Documents.

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]

Email Settings

Learn how to Customize Drake Portals (SecureFilePro) emails to your clients. [CC]