Getting Started

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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Customize the software to suit your practice’s needs using administrative-level controls to change data entry screens, adjust billing and payment options, and more.
Learn about Drake Tax’s automatic updates feature. [CC]
Set up Drake to be used on a standalone computer or an office network. [CC]
Gain insight into the straight forward installation process of Drake Tax, Drake Documents, and Drake Scheduler
How to setup e-File Passwords. [CC]
Configure email settings for your entire office or allow individual settings per user. [CC]
Follow these instructions to complete ERO setup to begin filing returns electronically.
Enter information about your firm prior to processing tax returns.
State programs are available on the January release of Drake Tax. Once available, states can be installed during installation of the software or, from Tools menu in the software. [CC]
Easily create and use macros to speed up repeated tasks, such as automating the creation of Form 2848 for every completed return. [CC]
Redact SSN, EFIN, and PTIN on printed return sets. [CC]
Add a layer of security to your practice by using multi-factor authentication to authenticate users in Drake Tax. [CC]
Grant preparer status to office staff who will be preparing tax returns. [CC]
As part of a multilingual initiative, the IRS offers many federal tax forms in both English and Spanish.
Get started with Drake Tax by following the directions found in the quick start tutorial.
This guide will teach you how to complete the Setup Assistant screen that launches when first opening Drake Tax.
Drake Software offers the ability to setup and customize your software to fit the workflow for your tax practice using integrated options and features. [CC]
Is your firm considered single-user or multi-user? This video explains the differences and provides examples of each scenario
Drake Tax Software User Passwords. [CC]
Learn how to setup and configure user accounts.
To make it easy to distinguish between the current year and prior year versions of the program, change the color of the data entry screens in your prior year software programs. [CC]
Quickly hide information displaying on the home screen of Drake Tax by clicking the Enable Privacy button
Learn how to quickly find what you are looking for using the customizable search tool in Drake Tax.
Drake Tax customer service is always ready to assist you. But, the answer to your question may be at your fingertips in the Drake Tax online KB. [CC]
Learn some of the hotkeys for using keyboard navigation in Drake Software. [CC]
The Data Entry toolbar is a great way to perform functions in Drake Tax with the click of a mouse. This toolbar is available on all data entry screens, in all packages, federal and state. It allows you to perform multiple tasks without the need to leave the screen. [CC]
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