What is included in the free trial?

• 250MB 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 e-Sign Online with the free trial?

Yes, however, you would have to purchase e-Sign events if you want to get signatures for a live client file. You can try out the e-Sign process with a test return by following the steps in Drake Portals - e-Sign Online with Test Return