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:
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 customize your firm’s Drake Portals (SecureFilePro) account settings, including the account password, subscription status, payment options, and more. [CC]