Drake Portal Overview
Learn how to use Drake Portals to work with your client remotely and securely.
Other videos in this category:
The Preparer Portal Site allows you to access settings, reports, and work with clients, away from your computer and Drake Documents.
Learn how to customize your firm’s Drake Portals (SecureFilePro) account settings, including the account password, subscription status, payment options, and more. [CC]
Manage your Drake Portals (SecureFilePro) Client Settings inside Drake Documents. [CC]