Connect Signatures
Provide Taxpayers the option to sign authorization documents remotely. [CC]
Other videos in this category:
Learn how to use Drake Portals to work with your client remotely and securely.
This video demonstrates portal basics to the end user, including logging in, sharing files, and account settings. We invite Drake Portals (SecureFilePro) customers to share this video with taxpayers to promote secure communications with taxpayers. [CC]
Learn how to Customize Drake Portals (SecureFilePro) emails to your clients. [CC]