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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:

Easily create and use macros to speed up repeated tasks, such as automating the creation of Form 2848 for every completed return.

This guide will teach you how to complete the Setup Assistant screen that launches when first opening Drake Tax.

Enter information about your firm prior to processing tax returns.