Guest Exchange
Securely send and receive client files without creating a client portal account using the Guest Exchange feature. [CC]
Other videos in this category:
Easily start exchanging files securely with your clients using the Batch Client Create Feature right inside Drake Documents. [CC]
See the Drake e-Sign Online process, from start to finish, using a test return.
To give a firm’s employees access to Drake Portals (SecureFilePro), create employee accounts. You can easily manage your Drake Portals (SecureFilePro) employee accounts right inside Drake Documents. [CC]