Videos
Drake Tax
Getting Started
Drake Tax Setup
Software Customization
Software Navigation
Business Returns
Data Entry Navigation
Tax Topics
Imports and Exports
Client Communications
Drake Scheduler
Letters and Labels
Organizers
Billing
e-Filing
Individual Returns
Data-Entry Navigation
Tax Topics
Imports and Exports
Workflow
Client Status Manager
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Return Review
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Drake Accounting
Accounting
Forms and e-Filing
Payroll
Setup and Tools
Drake Portals
Partner Products
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Gruntworx
Web1040
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Single User vs. Multi-User Versions of Drake Tax
Is your firm considered single-user or multi-user? This video explains the differences and provides examples of each scenario
Other videos in this category:
Drake Tax Setup
Software Customization
Software Navigation
Masking ID Numbers
Redact SSN, EFIN, and PTIN on printed return sets.
[CC]
Auto Updates (2018 -Current)
Learn about Drake Tax’s automatic updates feature.
[CC]
Setup Assistant
This guide will teach you how to complete the Setup Assistant screen that launches when first opening Drake Tax.
