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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:
E-Sign
Learn how to use Drake e-Sign to sign returns electronically, both in-person and remotely. [CC]
Client Settings
Manage your Drake Portals (SecureFilePro) Client Settings inside Drake Documents. [CC]
e-Sign Online Test Returns
See the Drake e-Sign Online process, from start to finish, using a test return.