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17. Drake Tax Online – 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:
04. Preparer Set up
Shows how to add preparers and link their profiles to the Drake Tax Online Dashboard.
05. Return Processing
Learn how to prepare tax returns using the interview or direct form entry methods.
02. Set Up Admin
Learn how to create the admin account and manage user access in Drake Tax Online.