Connect Signatures
Provide Taxpayers the option to sign authorization documents remotely. [CC]
Other videos in this category:
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]
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]