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:
To give a firm’s employees access to Drake Portals (SecureFilePro), create employee accounts. You can easily manage your Drake Portals (SecureFilePro) employee accounts right inside Drake Documents. [CC]
Provide Taxpayers the option to sign authorization documents remotely. [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]