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Drake Portal Overview

Learn how to use Drake Portals to work with your client remotely and securely.

Other videos in this category:

Provide Taxpayers the option to sign authorization documents remotely. [CC]

Learn how to use Drake e-Sign to sign returns electronically, both in-person and remotely. [CC]

Easily start exchanging files securely with your clients using the Batch Client Create Feature right inside Drake Documents. [CC]