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:
The Preparer Portal Site allows you to access settings, reports, and work with clients, away from your computer and Drake Documents.
Manage your Drake Portals (SecureFilePro) Client Settings inside Drake Documents. [CC]
Learn how to customize your firm’s Drake Portals (SecureFilePro) account settings, including the account password, subscription status, payment options, and more. [CC]