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]
Other videos in this category:
Easily start exchanging files securely with your clients using the Batch Client Create Feature right inside Drake Documents. [CC]
The Preparer Portal Site allows you to access settings, reports, and work with clients, away from your computer and Drake Documents.
Learn how to Customize Drake Portals (SecureFilePro) emails to your clients. [CC]