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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Make it easier to tell the status of a return in the CSM by defining colors for statuses. [CC]
Track the workflow in your office using the Client Status Manager, which displays the status of all the returns in your office. [CC]
Use the Archive Manager to archive returns and to review, restore, or delete the archived returns. This means you can save various versions of a return, such as the amended return and the original return prior to amending. [CC]
The award-winning Drake Documents saves time by integrating with your email launcher, link to external files, file-tracking tools, import and export capabilities, and customizable file cabinets. [CC]
Print important forms directly to the Drake Documents from the client file to easily access data without opening the tax software. [CC]
Create amortization schedules on the fly without creating or opening a new client file.
Standard reports can be found in the Drake Tax Report Manager that will quickly identify individual, business, or state return e-File status. [CC]
Verify or flag for review any item on any form, statement, or document.
Learn how to take advantage of Drake Software's LinkBack feature.
Compare prior year return data during data entry.
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]
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