Drake Workflow
Learn the basics of Drake Tax with these short instructional videos.
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Learn how Drake Workflow helps you monitor returns by preparation stage, status, and progress.
Learn how Drake Workflow organizes returns by tax year, stage, and status, and how work items and color indicators help you monitor return progress.
Learn how to manage return cards in Board View, including statuses, due dates, assignments, notes, payment status, and On Hold options.
Learn how to manage return cards in List View, including statuses, due dates, assignments, notes, payment status, and On Hold options.
Learn how to customize Board and List views and use search, filters, and prioritization tools to focus on the returns that need attention.
Learn how to access client details, next actions, Drake Portals features, notes, activity history, and staff assignment history in Workflow.