Portals Settings
Learn how to set up and customize Drake Portals.
Other videos in this category:
Securely send and receive client files without creating a client portal account using the Guest Exchange feature.
Send draft returns and other documents through Drake Portals for client approval.
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.