Email Settings

Learn how to Customize Drake Portals (SecureFilePro) emails to your clients. [CC]
Other videos in this category:
Learn how to use Drake e-Sign to sign returns electronically, both in-person and remotely. [CC]
Learn how to customize your firm’s Drake Portals (SecureFilePro) account settings, including the account password, subscription status, payment options, and more. [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]