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Connect Create Clients in Batch
Easily start exchanging files securely with your clients using the Batch Client Create Feature right inside Drake Documents.
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Other videos in this category:
E-Sign
Learn how to use Drake e-Sign to sign returns electronically, both in-person and remotely.
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Guest Exchange
Securely send and receive client files without creating a client portal account using the Guest Exchange feature.
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Email Settings
Learn how to Customize Drake Portals (SecureFilePro) emails to your clients.
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