Go to Support Site    

Employee Settings

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]
Other videos in this category:
E-Sign
Learn how to use Drake e-Sign to sign returns electronically, both in-person and remotely. [CC]
Email Settings
Learn how to Customize Drake Portals (SecureFilePro) emails to your clients. [CC]
Client Settings
Manage your Drake Portals (SecureFilePro) Client Settings inside Drake Documents. [CC]