e-Sign Online Test Returns
See the Drake e-Sign Online process, from start to finish, using a test return.
Other videos in this category:
Learn how to Customize Drake Portals (SecureFilePro) emails to your clients. [CC]
Learn how to customize your firm’s Drake Portals (SecureFilePro) account settings, including the account password, subscription status, payment options, and more. [CC]
Securely send and receive client files without creating a client portal account using the Guest Exchange feature. [CC]