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Guest Exchange

Securely send and receive client files without creating a client portal account using the Guest Exchange feature. [CC]
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The Preparer Portal Site allows you to access settings, reports, and work with clients, away from your computer and Drake Documents.
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Account Settings (for firm)
Learn how to customize your firm’s Drake Portals (SecureFilePro) account settings, including the account password, subscription status, payment options, and more. [CC]