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:
See the Drake e-Sign Online process, from start to finish, using a test return.
Easily start exchanging files securely with your clients using the Batch Client Create Feature right inside Drake Documents. [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]