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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Prevent loss of data using Drake Tax’s Backup and Restore tools.
Learn how to change the entity file type of a tax return. [CC]
The rubber stamp feature in Drake allows you to apply the preparer’s signature to all signature documents with just a few clicks. [CC]
Learn how to use Drake e-Sign to sign returns electronically, both in-person and remotely. [CC]
Learn how to quickly find what you are looking for using the customizable search tool in Drake Tax.
Help clients prepare for the future by comparing their current tax situation to other tax scenarios. [CC]