Employee Setup
Set up and manage employee access to the portal.
Other videos in this category:
This video demonstrates portal basics to the end user, including logging in, uploading files, e-signing documents, and more. We invite firms to share this video with their clients.
Learn how to use Drake Portals to work with your client remotely and securely.
Learn how to use Drake e-Sign to sign returns electronically, both in-person and remotely.