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Drake Tax

Learn the basics of Drake Tax with these short instructional videos.

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Administrative Options Setup
Customize the software to suit your practice’s needs using administrative-level controls to change data entry screens, adjust billing and payment options, and more.
Auto Updates (2018 -Current)
Learn about Drake Tax’s automatic updates feature.
Data Locations
Set up Drake to be used on a standalone computer or an office network.
e-File Password Setup
How to setup e-File Passwords.
Email Setup
Configure email settings for your entire office or allow individual settings per user.
ERO Set Up Screen
Follow these instructions to complete ERO setup to begin filing returns electronically.
Firm Setup
Enter information about your firm prior to processing tax returns.
Installing state programs
State programs are available on the January release of Drake Tax. Once available, states can be installed during installation of the software or, from Tools menu in the software.
Macros
Easily create and use macros to speed up repeated tasks, such as automating the creation of Form 2848 for every completed return.
Masking ID Numbers
Redact SSN, EFIN, and PTIN on printed return sets.
MFA in Drake Tax
Add a layer of security to your practice by using multi-factor authentication to authenticate users in Drake Tax.
Preparer Setup
Grant preparer status to office staff who will be preparing tax returns.
Quick Start Tutorial
Get started with Drake Tax by following the directions found in the quick start tutorial.
Setup Assistant
This guide will teach you how to complete the Setup Assistant screen that launches when first opening Drake Tax.
Setup Options
Drake Software offers the ability to setup and customize your software to fit the workflow for your tax practice using integrated options and features.
Drake Online Account for Multi Office
Manage your Drake account, manage users, downloads and access other resources online.
Drake Online Account
Single office accounts can manage their Drake account, manage users, downloads and access other resources from Drake Hub.
Drake Software Installation
Gain insight into the straight forward installation process of Drake Tax, Drake Documents, and Drake Scheduler
Single User vs. Multi-User Versions of Drake Tax
Is your firm considered single-user or multi-user? This video explains the differences and provides examples of each scenario
What's New in Drake Tax
Learn about new features in Drake Software's award winning software.
Drake Tax – Practice Essentials Overview (NEW)
See how Drake Portals, Workflow, and E-Sign work together to streamline document exchange, return tracking, and electronic signatures.
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