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Drake Tax – Practice Essentials Overview (NEW)

See how Drake Portals, Workflow, and E-Sign work together to streamline document exchange, return tracking, and electronic signatures.
Other videos in this category:
Email Setup
Configure email settings for your entire office or allow individual settings per user.
Data Locations
Set up Drake to be used on a standalone computer or an office network.
Masking ID Numbers
Redact SSN, EFIN, and PTIN on printed return sets.