Drake Tax Online
Learn the basics of Drake Tax with these short instructional videos.
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Explore Drake Tax Online, a fully web-based platform for preparing returns.
Learn how to create the admin account and manage user access in Drake Tax Online.
Covers ERO, firm, and preparer setup, pricing, and admin settings for each tax year.
Shows how to add preparers and link their profiles to the Drake Tax Online Dashboard.
Learn how to prepare tax returns using the interview or direct form entry methods.
How to open and work on returns in the Drake Tax Desktop Software to access.
An overview of helpful tools to streamline workflow and manage your practice.
Learn how to run reports to track performance and manage firm activity.
Set up bank products and explore options for offering client payment and refund services.