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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:
Connect Create Clients in Batch
Easily start exchanging files securely with your clients using the Batch Client Create Feature right inside Drake Documents.
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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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E-Sign
Learn how to use Drake e-Sign to sign returns electronically, both in-person and remotely.
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