Client Communications

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

Content with Closed Caption [CC] enabled is available by clicking [CC] in the video or its summary.

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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. [CC]
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. [CC]