Videos
Drake Tax
Getting Started
Drake Tax Setup
Software Customization
Software Navigation
Business Returns
Data Entry Navigation
Tax Topics
Imports and Exports
Client Communications
Drake Scheduler
Letters and Labels
Organizers
Billing
e-Filing
Individual Returns
Data-Entry Navigation
Tax Topics
Imports and Exports
Workflow
Client Status Manager
Drake Documents
Reports
Return Review
Tools
Drake Tax Online
Drake Accounting
Accounting
Forms and e-Filing
Payroll
Setup and Tools
Drake Hub
Drake Portals
Partner Products
Bank Products
Audit Protection
Gruntworx
Web1040
Spanish
Go to Support Site
Firm Setup
Enter information about your firm prior to processing tax returns.
Other videos in this category:
Drake Tax Setup
Software Customization
Software Navigation
Preparer Setup
Grant preparer status to office staff who will be preparing tax returns.
[CC]
Administrative Options Setup
Customize the software to suit your practice’s needs using administrative-level controls to change data entry screens, adjust billing and payment options, and more.
Auto Updates (2018 -Current)
Learn about Drake Tax’s automatic updates feature.
[CC]
