Guest Exchange
Securely send and receive client files without creating a client portal account using the Guest Exchange feature.
Other videos in this category:
See the various ways to create portal accounts, including batch creation.
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, uploading files, e-signing documents, and more. We invite firms to share this video with their clients.