Portal Basics
This video demonstrates portal basics to the end user, including logging in, sharing files, and account settings. We invite Drake Portals (SecureFilePro) customers to share this video with taxpayers to promote secure communications with taxpayers. [CC]
Other videos in this category:
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]
Learn how to customize your firm’s Drake Portals (SecureFilePro) account settings, including the account password, subscription status, payment options, and more. [CC]