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Email Settings

Learn how to Customize Drake Portals (SecureFilePro) emails to your clients. [CC]
Other videos in this category:
E-Sign
Learn how to use Drake e-Sign to sign returns electronically, both in-person and remotely. [CC]
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.
Connect Signatures
Provide Taxpayers the option to sign authorization documents remotely. [CC]