17. 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:
An overview of helpful tools to streamline workflow and manage your practice.
Learn how to use Drake Pay to request and collect payments in Drake Tax Online.
Shows how to add preparers and link their profiles to the Drake Tax Online Dashboard.