Requesting File Approval
Send draft returns and other documents through Drake Portals for client approval.
Other videos in this category:
Learn how to use Drake Portals to work with your client remotely and securely.
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.