Connect Create Clients in Batch
Easily start exchanging files securely with your clients using the Batch Client Create Feature right inside Drake Documents. [CC]
Other videos in this category:
Learn how to use Drake Portals to work with your client remotely and securely.
Learn how to customize your firm’s Drake Portals (SecureFilePro) account settings, including the account password, subscription status, payment options, and more. [CC]
See the Drake e-Sign Online process, from start to finish, using a test return.