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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:

Email Settings

Learn how to Customize Drake Portals (SecureFilePro) emails to your clients. [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]