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:
Learn how to use SmartExtract™ to upload supported tax documents and import tax data into Drake Tax Online.
Set up bank products and explore options for offering client payment and refund services.
An overview of helpful tools to streamline workflow and manage your practice.