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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.
Macros
Easily create and use macros to speed up repeated tasks, such as automating the creation of Form 2848 for every completed return.
Auto Updates (2018 -Current)
Learn about Drake Tax’s automatic updates feature.