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.
Learn how to Customize Drake Portals (SecureFilePro) emails to your clients. [CC]
See the Drake e-Sign Online process, from start to finish, using a test return.