Tax Planner

Help clients prepare for the future by comparing their current tax situation to other tax scenarios. [CC]
Other videos in this category:
Learn how to use Drake e-Sign to sign returns electronically, both in-person and remotely. [CC]
Learn how to change the entity file type of a tax return. [CC]
The rubber stamp feature in Drake allows you to apply the preparer’s signature to all signature documents with just a few clicks. [CC]