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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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]