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Go to Support Site
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:
Email Settings
Learn how to Customize Drake Portals (SecureFilePro) emails to your clients.
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Guest Exchange
Securely send and receive client files without creating a client portal account using the Guest Exchange feature.
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Connect Signatures
Provide Taxpayers the option to sign authorization documents remotely.
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