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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:

Connect Signatures

Provide Taxpayers the option to sign authorization documents remotely. [CC]

e-Sign Online Test Returns

See the Drake e-Sign Online process, from start to finish, using a test return.

Guest Exchange

Securely send and receive client files without creating a client portal account using the Guest Exchange feature. [CC]