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