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Drake Tax – Practice Essentials Overview (NEW)

See how Drake Portals, Workflow, and E-Sign work together to streamline document exchange, return tracking, and electronic signatures.
Other videos in this category:
Setup Assistant
This guide will teach you how to complete the Setup Assistant screen that launches when first opening Drake Tax.
Preparer Setup
Grant preparer status to office staff who will be preparing tax returns.
Email Setup
Configure email settings for your entire office or allow individual settings per user.