Drake Portal Overview
Learn how to use Drake Portals to work with your client remotely and securely.
Other videos in this category:
Securely send and receive client files without creating a client portal account using the Guest Exchange feature. [CC]
Provide Taxpayers the option to sign authorization documents remotely. [CC]
The Preparer Portal Site allows you to access settings, reports, and work with clients, away from your computer and Drake Documents.