Employee Setup
Set up and manage employee access to the portal.
Other videos in this category:
Various reports are available on Drake Portal activity, from Drake Documents and from the Preparer Portal site.
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 Portals to work with your client remotely and securely.