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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.

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

Customizing Organizer Checklist
Learn how to customize the organizer by editing the checklist or creating a custom questionnaire page. [CC]
Generating Organizers
Preseason Client Organizers help your clients prepare for their tax appointments, and save you time when preparing their returns. [CC]