Connect Create Clients in Batch
Easily start exchanging files securely with your clients using the Batch Client Create Feature right inside Drake Documents. [CC]
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The Preparer Portal Site allows you to access settings, reports, and work with clients, away from your computer and Drake Documents.
Manage your Drake Portals (SecureFilePro) Client Settings inside Drake Documents. [CC]
Securely send and receive client files without creating a client portal account using the Guest Exchange feature. [CC]