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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:

Connect Create Clients in Batch

Easily start exchanging files securely with your clients using the Batch Client Create Feature right inside Drake Documents. [CC]

Email Settings

Learn how to Customize Drake Portals (SecureFilePro) emails to your clients. [CC]

Connect Signatures

Provide Taxpayers the option to sign authorization documents remotely. [CC]