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.
Securely send and receive client files without creating a client portal account using the Guest Exchange feature. [CC]