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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:
03. Set Up Tax Year
Covers ERO, firm, and preparer setup, pricing, and admin settings for each tax year.
02. Set Up Admin
Learn how to create the admin account and manage user access in Drake Tax Online.
06. Desktop Integration
How to open and work on returns in the Drake Tax Desktop Software to access.