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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:
06. Desktop Integration
How to open and work on returns in the Drake Tax Desktop Software to access.
02. Set Up Admin
Learn how to create the admin account and manage user access in Drake Tax Online.
10. Tax Planner
Learn how to use the Tax Planner in Drake Tax Online.