Connect Signatures

Provide Taxpayers the option to sign authorization documents remotely. [CC]
Other videos in this category:
Learn how to Customize Drake Portals (SecureFilePro) emails to your clients. [CC]
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 your firm’s Drake Portals (SecureFilePro) account settings, including the account password, subscription status, payment options, and more. [CC]