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 your firm’s Drake Portals (SecureFilePro) account settings, including the account password, subscription status, payment options, and more. [CC]
Securely send and receive client files without creating a client portal account using the Guest Exchange feature. [CC]
Provide Taxpayers the option to sign authorization documents remotely. [CC]