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:
Covers ERO, firm, and preparer setup, pricing, and admin settings for each tax year.
Learn how to run reports to track performance and manage firm activity.
Learn how to use the Drake Portals Integration in Drake Tax Online.