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
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Return Review
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Drake Tax Online
Drake Accounting
Accounting
Forms and e-Filing
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Gruntworx
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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
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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Software User Passwords
Drake Tax Software User Passwords.
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ERO Set Up Screen
Follow these instructions to complete ERO setup to begin filing returns electronically.
