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
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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
e-File Password Setup
How to setup e-File Passwords.
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Quick Start Tutorial
Get started with Drake Tax by following the directions found in the quick start tutorial.
Auto Updates (2018 -Current)
Learn about Drake Tax’s automatic updates feature.
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