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
Drake Documents
Reports
Return Review
Tools
Drake Accounting
Accounting
Forms and e-Filing
Payroll
Setup and Tools
Drake Portals
Partner Products
Bank Products
Audit Protection
Gruntworx
Web1040
Spanish
Go to Support Site
Backup & Restore
Prevent loss of data using Drake Tax’s Backup and Restore tools.
Other videos in this category:
Client Status Manager
Drake Documents
Reports
Return Review
Tools
Tax Planner
Help clients prepare for the future by comparing their current tax situation to other tax scenarios.
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E-Sign
Learn how to use Drake e-Sign to sign returns electronically, both in-person and remotely.
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Changing File Type
Learn how to change the entity file type of a tax return.
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