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.
Securely send and receive client files without creating a client portal account using the Guest Exchange feature. [CC]
Provide Taxpayers the option to sign authorization documents remotely. [CC]