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
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Data-Entry Navigation
Tax Topics
Imports and Exports
Productivity Tools
Client Status Manager
Drake Documents
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Return Review
Tools
Drake Tax Online
Drake Accounting
Accounting
Forms and e-Filing
Payroll
Setup and Tools
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Gruntworx
Web1040
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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
Software User Passwords
Drake Tax Software User Passwords.
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MFA in Drake Tax
Add a layer of security to your practice by using multi-factor authentication to authenticate users in Drake Tax.
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Auto Updates (2018 -Current)
Learn about Drake Tax’s automatic updates feature.
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