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:
Learn how to customize your firm’s Drake Portals (SecureFilePro) account settings, including the account password, subscription status, payment options, and more. [CC]
Learn how to use Drake e-Sign to sign returns electronically, both in-person and remotely. [CC]
Provide Taxpayers the option to sign authorization documents remotely. [CC]