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:
Provide Taxpayers the option to sign authorization documents remotely. [CC]
This video demonstrates portal basics to the end user, including logging in, sharing files, and account settings. We invite Drake Portals (SecureFilePro) customers to share this video with taxpayers to promote secure communications with taxpayers. [CC]