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Client Communications

Learn the basics of Drake Tax with these short instructional videos.

To learn about Drake Software products in a classroom setting, join us for classroom training or a live webcast. Click here for more information.

Auto Invoice Numbering

Enter an invoice number manually on each return, or turn on automatic invoice numbering, which allows unique invoice numbers to be printed on your clients’ bills.

Pricing Setup

In this video, we will look at how to set up Drake Tax to generate the fee based on prices you set for each form in Pricing Setup.

Drake Scheduler

Set daily schedules for the entire office, set preparer appointments, and easily import and export appointments from other calendars.

Communications Editor

Edit and customize software-generated client communications, including tax return result letters.

Customized Paragraph

Include customized paragraphs within software-generated customer letters.

Engagement Letter eSign

Use an electronic signature pad to collect a client’s signature on an engagement letter, indicating that the client has seen and agrees to the terms.

Printing Mailing Labels

When mailing out pre-season organizers or a birthday card to clients, Printing mailing labels from Drake software is simple.

Result Letters & Filing Instructions

Learn how to customize Drake tax return result letters and filing instructions.

Customizing Organizer Checklist

Learn how to customize the organizer by editing the checklist or creating a custom questionnaire page.

Generating Organizers

Preseason Client Organizers help your clients prepare for their tax appointments, and save you time when preparing their returns.

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