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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:

Guest Exchange

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

E-Sign

Learn how to use Drake e-Sign to sign returns electronically, both in-person and remotely. [CC]

Connect Signatures

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