Drake Portal Overview
Learn how to use Drake Portals to work with your client remotely and securely.
Other videos in this category:
Easily start exchanging files securely with your clients using the Batch Client Create Feature right inside Drake Documents. [CC]
See the Drake e-Sign Online process, from start to finish, using a test return.
The Preparer Portal Site allows you to access settings, reports, and work with clients, away from your computer and Drake Documents.