Drake Portal Overview

Learn how to use Drake Portals to work with your client remotely and securely.
Other videos in this category:
Learn how to Customize Drake Portals (SecureFilePro) emails to your clients. [CC]
Learn how to customize your firm’s Drake Portals (SecureFilePro) account settings, including the account password, subscription status, payment options, and more. [CC]
Provide Taxpayers the option to sign authorization documents remotely. [CC]