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Account Settings (for firm)

Learn how to customize your firm’s Drake Portals (SecureFilePro) account settings, including the account password, subscription status, payment options, and more. [CC]

Other videos in this category:

Connect Create Clients in Batch

Easily start exchanging files securely with your clients using the Batch Client Create Feature right inside Drake Documents. [CC]

E-Sign

Learn how to use Drake e-Sign to sign returns electronically, both in-person and remotely. [CC]

Drake Portals Preparer Site

The Preparer Portal Site allows you to access settings, reports, and work with clients, away from your computer and Drake Documents.