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:
Learn how to use Drake Portals to work with your client remotely and securely.
Learn how to customize your firm’s Drake Portals (SecureFilePro) account settings, including the account password, subscription status, payment options, and more. [CC]
Manage your Drake Portals (SecureFilePro) Client Settings inside Drake Documents. [CC]