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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:

E-Sign

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

Drake Portal Overview

Learn how to use Drake Portals to work with your client remotely and securely.

Employee Settings

To give a firm’s employees access to Drake Portals (SecureFilePro), create employee accounts. You can easily manage your Drake Portals (SecureFilePro) employee accounts right inside Drake Documents. [CC]