Go to Support Site    

Drake Portals Preparer Site

The Preparer Portal Site allows you to access settings, reports, and work with clients, away from your computer and Drake Documents.
Other videos in this category:
E-Sign
Learn how to use Drake e-Sign to sign returns electronically, both in-person and remotely. [CC]
Email Settings
Learn how to Customize Drake Portals (SecureFilePro) emails to your clients. [CC]
e-Sign Online Test Returns
See the Drake e-Sign Online process, from start to finish, using a test return.