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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:
Macros
Easily create and use macros to speed up repeated tasks, such as automating the creation of Form 2848 for every completed return.
e-File Password Setup
How to setup e-File Passwords.
Preparer Setup
Grant preparer status to office staff who will be preparing tax returns.