Drake Portals
Learn how to customize your firm’s Drake Portals (SecureFilePro) account settings, including the account password, subscription status, payment options, and more.
Teach Clients How to Use Drake Portals — Share the Taxpayer Portal Basics video with clients to help them learn how to sign in, share files, and adjust account settings—whether using a web …
Drake Portals - Quick Walkthrough - YouTube
Quick Walkthrough of Drake Portals Follow Us on Twitter / walstonadvisory Facebook / walstonadvisoryfirm Linkedin / walston-advisory-firm Instagram / walstonadvisory Check out …
Drake Software Training Resources
Dec 2, 2025 · Learn the basics of Drake Software products with these short instructional videos. Get ready for a great tax season with Drake by completing an itinerary of important pre-season …
What is Drake Portals and How it Works | by Tax Pros | Medium
Nov 21, 2024 · Drake Portals offers a complete, easy-to-use solution for safe, paperless document sharing between tax preparers and their clients. Its robust features, such as smooth …
Portal Basics - Drake Software
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 …
Drake Portals - Taxpayer Portal
Dec 8, 2025 · This article discusses how a taxpayer can activate their portal login and use the taxpayer portal of Drake Portals.