Drake Portals Integration
Learn how to use the Drake Portals Integration in Drake Tax Online.
Other videos in this category:
See how Drake Portals, Workflow, and E-Sign work together to streamline document exchange, return tracking, and electronic signatures.
Learn how to use SmartExtract™ to upload supported tax documents and import tax data into Drake Tax Online.
Set up bank products and explore options for offering client payment and refund services.