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Workflow

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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CSM Colors
Make it easier to tell the status of a return in the CSM by defining colors for statuses. [CC]
CSM Statuses
Track the workflow in your office using the Client Status Manager, which displays the status of all the returns in your office. [CC]