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2. Understanding Your Workflow

Learn how Drake Workflow organizes returns by tax year, stage, and status, and how work items and color indicators help you monitor return progress.
Other videos in this category:
3. Managing Return Cards in Board View
Learn how to manage return cards in Board View, including statuses, due dates, assignments, notes, payment status, and On Hold options.
4. Managing Returns in List View
Learn how to manage return cards in List View, including statuses, due dates, assignments, notes, payment status, and On Hold options.
5. Views, Search, and Filters
Learn how to customize Board and List views and use search, filters, and prioritization tools to focus on the returns that need attention.