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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:
E-Sign
Learn how to use Drake e-Sign to sign returns electronically, both in-person and remotely. [CC]
Connect Signatures
Provide Taxpayers the option to sign authorization documents remotely. [CC]
Drake Portal Overview
Learn how to use Drake Portals to work with your client remotely and securely.