Drake Tax Online – 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:
How to open and work on returns in the Drake Tax Desktop Software to access.
Covers ERO, firm, and preparer setup, pricing, and admin settings for each tax year.
Set up bank products and explore options for offering client payment and refund services.