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:
Learn how to Customize Drake Portals (SecureFilePro) emails to your clients. [CC]
The Preparer Portal Site allows you to access settings, reports, and work with clients, away from your computer and Drake Documents.