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:
Manage your Drake Portals (SecureFilePro) Client Settings inside Drake Documents. [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]
Learn how to use Drake Portals to work with your client remotely and securely.