Videos
Drake Tax
Getting Started
Drake Tax Setup
Software Customization
Software Navigation
Business Returns
Data Entry Navigation
Tax Topics
Imports and Exports
Client Communications
Drake Scheduler
Letters and Labels
Organizers
Billing
e-Filing
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Data-Entry Navigation
Tax Topics
Imports and Exports
Productivity Tools
Client Status Manager
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Return Review
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Drake Tax Online
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Accounting
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Drake Hub
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Gruntworx
Web1040
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Setup Assistant
This guide will teach you how to complete the Setup Assistant screen that launches when first opening Drake Tax.
Other videos in this category:
Drake Tax Setup
Software Customization
Software Navigation
e-File Password Setup
How to setup e-File Passwords.
Preparer Setup
Grant preparer status to office staff who will be preparing tax returns.
Email Setup
Configure email settings for your entire office or allow individual settings per user.
