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Drake Tax
Getting Started
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Data Entry Navigation
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Data-Entry Navigation
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Go to Support Site
Guest Exchange
Securely send and receive client files without creating a client portal account using the Guest Exchange feature.
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Other videos in this category:
e-Sign Online Test Returns
See the Drake e-Sign Online process, from start to finish, using a test return.
Client Settings
Manage your Drake Portals (SecureFilePro) Client Settings inside Drake Documents.
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Connect Create Clients in Batch
Easily start exchanging files securely with your clients using the Batch Client Create Feature right inside Drake Documents.
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