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]
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Learn how to use Drake Portals to work with your client remotely and securely.
Manage your Drake Portals (SecureFilePro) Client Settings inside Drake Documents. [CC]
The Preparer Portal Site allows you to access settings, reports, and work with clients, away from your computer and Drake Documents.