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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:
E-Sign
Learn how to use Drake e-Sign to sign returns electronically, both in-person and remotely. [CC]
Employee Settings
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]
Email Settings
Learn how to Customize Drake Portals (SecureFilePro) emails to your clients. [CC]