Setup and Tools
Learn the basics of Drake Tax with these short instructional videos.
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Review the various types of backups you can perform in Drake Accounting.
Learn how to setup new clients in Drake Accounting.
This video will walk you through the process of setting up Direct Deposit in Drake Accounting.
Review the setup options for the employees module in Drake Accounting.
This video will give you a brief overview on how to set up employees in Drake Accounting.
Learn how to design checks, set up check and stub options, calibrate MICR printing if needed, as well as set up payment methods.
Learn how to set up multi-location clients and employees in Drake Accounting.
Get a brief overview of how to navigate the various fields and modules in Drake Accounting.
Learn the basics for printing checks using Drake Accounting.
Quickly and easily print batches of reports, letters, as well as federal and state forms in Drake Accounting.
Various reports are available on Drake Portal activity, from Drake Documents and from the Preparer Portal site.
Learn how to identify and restore your client files in Drake Accounting.
Learn about the 3 types of 94x e-filers and how to set up each type for e-filing in Drake Accounting.
Get a brief overview on where to view and make any necessary adjustments to Federal, State or Locality withholding in Drake Accounting.
A survey of the tools within Drake Accounting.
Learn how to update your prior year clients in Drake Accounting.
Learn how to setup new users in Drake Accounting.
Learn how to set up your client's vendors in Drake Accounting.
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