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 Accounting
Accounting
Forms and e-Filing
Payroll
Setup and Tools
Drake Portals
Partner Products
Bank Products
Audit Protection
Gruntworx
Web1040
Spanish
Go to Support Site
Setup Assistant
This guide will teach you how to complete the Setup Assistant screen that launches when first opening Drake Tax.
Other videos in this category:
Drake Tax Setup
Software Customization
Software Navigation
Website User Manager Setup
Learn how to setup and configure user accounts.
Masking ID Numbers
Redact SSN, EFIN, and PTIN on printed return sets.
[CC]
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.
[CC]
