Email Settings

Learn how to Customize Drake Portals (SecureFilePro) emails to your clients. [CC]
Other videos in this category:
Learn how to use Drake Portals to work with your client remotely and securely.
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]