12. SmartExtract™ (Beta)
Learn how to use SmartExtract™ to upload supported tax documents and import tax data into Drake Tax Online.
Other videos in this category:
Shows how to add preparers and link their profiles to the Drake Tax Online Dashboard.
Set up bank products and explore options for offering client payment and refund services.
Covers ERO, firm, and preparer setup, pricing, and admin settings for each tax year.