Portals Settings
Learn how to set up and customize Drake Portals.
Other videos in this category:
Send draft returns and other documents through Drake Portals for client approval.
Learn how to use Drake e-Sign to sign returns electronically, both in-person and remotely.
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.