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:
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]
Securely send and receive client files without creating a client portal account using the Guest Exchange feature. [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]