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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:
MFA in Drake Tax
Add a layer of security to your practice by using multi-factor authentication to authenticate users in Drake Tax.
Email Setup
Configure email settings for your entire office or allow individual settings per user.
Masking ID Numbers
Redact SSN, EFIN, and PTIN on printed return sets.