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
Productivity Tools
Client Status Manager
Drake Documents
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Drake Tax Online
Drake Accounting
Accounting
Forms and e-Filing
Payroll
Setup and Tools
Drake Hub
Drake Workflow
Drake Portals
Drake Pay
Partner Products
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Gruntworx
Web1040
Spanish
Go to Support Site
Masking ID Numbers
Redact SSN, EFIN, and PTIN on printed return sets.
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.
Drake Tax – Practice Essentials Overview (NEW)
See how Drake Portals, Workflow, and E-Sign work together to streamline document exchange, return tracking, and electronic signatures.
Setup Options
Drake Software offers the ability to setup and customize your software to fit the workflow for your tax practice using integrated options and features.
