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Drake Tax
Getting Started
Drake Tax Setup
Software Customization
Software Navigation
Business Returns
Data Entry Navigation
Tax Topics
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Drake Scheduler
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Data-Entry Navigation
Tax Topics
Imports and Exports
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Drake Tax Online
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Go to Support Site
Set Up Tax Year
Covers ERO, firm, and preparer setup, pricing, and admin settings for each tax year.
Other videos in this category:
Banking
Set up bank products and explore options for offering client payment and refund services.
Overview
Explore Drake Tax Online, a fully web-based platform for preparing returns.
Reports
Learn how to run reports to track performance and manage firm activity.
