Drake Portal Overview
Learn how to use Drake Portals to work with your client remotely and securely.
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.
Various reports are available on Drake Portal activity, from Drake Documents and from the Preparer Portal site.
Learn how to set up and customize Drake Portals.