Guest Exchange
Securely send and receive client files without creating a client portal account using the Guest Exchange feature.
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 set up and customize Drake Portals.
Various reports are available on Drake Portal activity, from Drake Documents and from the Preparer Portal site.