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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:
Preparer Setup
Grant preparer status to office staff who will be preparing tax returns.
Auto Updates (2018 -Current)
Learn about Drake Tax’s automatic updates feature.
MFA in Drake Tax
Add a layer of security to your practice by using multi-factor authentication to authenticate users in Drake Tax.