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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:

Client Settings

Manage your Drake Portals (SecureFilePro) Client Settings inside Drake Documents. [CC]

E-Sign

Learn how to use Drake e-Sign to sign returns electronically, both in-person and remotely. [CC]

Account Settings (for firm)

Learn how to customize your firm’s Drake Portals (SecureFilePro) account settings, including the account password, subscription status, payment options, and more. [CC]