Connect Create Clients in Batch

Easily start exchanging files securely with your clients using the Batch Client Create Feature right inside Drake Documents. [CC]
Other videos in this category:
This video demonstrates portal basics to the end user, including logging in, sharing files, and account settings. We invite Drake Portals (SecureFilePro) customers to share this video with taxpayers to promote secure communications with taxpayers. [CC]
The Preparer Portal Site allows you to access settings, reports, and work with clients, away from your computer and Drake Documents.
Provide Taxpayers the option to sign authorization documents remotely. [CC]