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:
Easily start exchanging files securely with your clients using the Batch Client Create Feature right inside Drake Documents. [CC]
The Preparer Portal Site allows you to access settings, reports, and work with clients, away from your computer and Drake Documents.
Provide Taxpayers the option to sign authorization documents remotely. [CC]