Connect Signatures
Provide Taxpayers the option to sign authorization documents remotely. [CC]
Other videos in this category:
See the Drake e-Sign Online process, from start to finish, using a test return.
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]
Manage your Drake Portals (SecureFilePro) Client Settings inside Drake Documents. [CC]