Portal Basics
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]
Other videos in this category:
Learn how to Customize Drake Portals (SecureFilePro) emails to your clients. [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.