Client Setup
See the various ways to create portal accounts, including batch creation.
Other videos in this category:
This video demonstrates portal basics to the end user, including logging in, uploading files, e-signing documents, and more. We invite firms to share this video with their clients.
Learn how to use Drake e-Sign to sign returns electronically, both in-person and remotely.
Various reports are available on Drake Portal activity, from Drake Documents and from the Preparer Portal site.