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