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Article #: 10351
What is included in the free trial?
- 5GB capacity
- The ability to brand your site with your company logo and name
- A custom URL (website address) for your site
- Unlimited client accounts
- Unlimited firm accounts for staff/employees
How long is the trial period?
- The free trial is 14 days from the date you sign up. When the free trial period expires, you will have 30 days to upgrade to a paid subscription before your account is terminated. If your account is terminated for failing to upgrade to a paid subscription, the subdomain you chose will be recycled.
Do I need a credit card to apply for the free trial?
- No credit card is required for the free trial.
Can I have more than one free trial?
- Only one free trial per customer may be established.
Can I extend the free trial period?
- No, the free trial period cannot be extended beyond the 14 days.
How do I sign up for the free trial?
- Log in to the Drake Software Support website. From the Products menu, select Drake Portals. Click the Try for Free button to sign up for the free trial.
- Go to http://www.securefilepro.com and click the Sign Up Now button.
Is there anything available to show me how to use Drake Portals?
Go to the Drake Portals video page.
Can I use Drake E-Sign Online with the free trial?
Yes, however, you would have to purchase E-Signature Events if you want to get signatures for a live client file. You can try out the Drake E-Sign Online process with a test return by following the steps in Drake Portals – E-Sign Online with Test Return