Drake Portals

Learn the basics of Drake Tax with these short instructional videos.

Content with Closed Caption [CC] enabled is available by clicking [CC] in the video or its summary.

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Learn how to customize your firm’s Drake Portals (SecureFilePro) account settings, including the account password, subscription status, payment options, and more. [CC]
Manage your Drake Portals (SecureFilePro) Client Settings inside Drake Documents. [CC]
Easily start exchanging files securely with your clients using the Batch Client Create Feature right inside Drake Documents. [CC]
Provide Taxpayers the option to sign authorization documents remotely. [CC]
Learn how to use Drake Portals to work with your client remotely and securely.
The Preparer Portal Site allows you to access settings, reports, and work with clients, away from your computer and Drake Documents.
Learn how to Customize Drake Portals (SecureFilePro) emails to your clients. [CC]
To give a firm’s employees access to Drake Portals (SecureFilePro), create employee accounts. You can easily manage your Drake Portals (SecureFilePro) employee accounts right inside Drake Documents. [CC]
Learn how to use Drake e-Sign to sign returns electronically, both in-person and remotely. [CC]
See the Drake e-Sign Online process, from start to finish, using a test return.
Securely send and receive client files without creating a client portal account using the Guest Exchange feature. [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]
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