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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See how to indicate when appointments have been confirmed, to assist with scheduling, [CC]
Set daily schedules for the entire office, set preparer appointments, and easily import and export appointments from other calendars. [CC]
To make it easier to identify appointment types at a glance, define custom labels and colors for appointments. [CC]