Guest Exchange
Securely send and receive client files without creating a client portal account using the Guest Exchange feature.
Other videos in this category:
Learn how to use Drake e-Sign to sign returns electronically, both in-person and remotely.
Learn how to use Drake Portals to work with your client remotely and securely.
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.