WebDrake Portals Drake Portals Work remotely with clients using your own secure web portal. Other videos from the same category WebWhen it comes to clients and technology, one size does not fit all. ImagineShare has a blended approach to client file sharing that allows you to cater to different types of clients in a secure way. Getting documents signed through our e-signature platform expedites the entire process, saving you time and money.
5 Must-Know Features of Drake Documents
WebWith Drake Documents, you can free up floor space used by filing cabinets full of customer documents. Features. Customizable cabinets, drawers and folders for organizing documents; Works with Drake Portals (SecureFilePro) for client file exchange and offsite backup; Integrated into Drake Tax – print returns to PDF and easily store WebThere are several ways to set up a Drake Portals (previously SFP) account for a client or taxpayer: Link a Drake Documents Client Folder with a Current Drake Portals Account. … trips to rome italy
Drake Portals - Account and Subscription Settings
WebTo do so, follow these steps: Select your username from the Home window of your Drake Portals website. Select Firm Management. Click File Maintenance. Select Clients from the Delete all files in drop list. Select a date from the calendar control that appears when you click the Uploaded on or before field. WebSecure Client Portal for Accountants. A white-labeled portal that your clients will love no matter their age and technical expertise. Easy to use, secure, available on desktop or mobile app. TaxDome supports 6 languages (more coming soon) so that you can finally offer a client portal to your non-english speaking clients. Read more. Join Live Demo WebSeamless integration with Drake Tax Software. Set file expiration dates and customize default expiration dates. Customize emails to customers, including logos, text and footer. … trips to salem massachusetts in october