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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:
02. Set Up Admin
Learn how to create the admin account and manage user access in Drake Tax Online.
Drake Portals Integration
Learn how to use the Drake Portals Integration in Drake Tax Online.
03. Set Up Tax Year
Covers ERO, firm, and preparer setup, pricing, and admin settings for each tax year.