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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Edit and customize software-generated client communications, including tax return result letters. [CC]
Include customized paragraphs within software-generated customer letters. [CC]
Use an electronic signature pad to collect a client’s signature on an engagement letter, indicating that the client has seen and agrees to the terms.
Form 9325, Acknowledgment and General Information for Taxpayers Who File Returns Electronically. [CC]
If you have a one-off label maker, you can conveniently print mailing and folder labels from within a client’s return. [CC]
When mailing out pre-season organizers or a birthday card to clients, Printing mailing labels from Drake software is simple.
Learn how to customize Drake tax return result letters and filing instructions. [CC]