Guest Exchange
Securely send and receive client files without creating a client portal account using the Guest Exchange feature. [CC]
Other videos in this category:
See the Drake e-Sign Online process, from start to finish, using a test return.
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]