Portals Reports
Various reports are available on Drake Portal activity, from Drake Documents and from the Preparer Portal site.
Other videos in this category:
Learn how to set up and customize Drake Portals.
Securely send and receive client files without creating a client portal account using the Guest Exchange feature.
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.