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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]

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Client Settings

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

Connect Signatures

Provide Taxpayers the option to sign authorization documents remotely. [CC]

Drake Portal Overview

Learn how to use Drake Portals to work with your client remotely and securely.