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]
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]