Getting Started

If you’re new to Drake, these tutorials provide details on converting from prior software, and then get you acquainted with return entry, viewing/printing, accessing support and more.

• Conversions
• Data Entry
• e-Training Center (ETC)
• Earned Income Credit
• Forms-Based Data Entry
• Home Window
• Software Updates
• State Database
• Support Resources
• View/Print

Setup Tutorials

Learn how to set up Drake Software to meet the needs of your office. From reviewing the required settings to customized options and correspondence, these tutorials will explain how to get the software ready for a new tax season.

• Client Bill
• Custom Fields
• Customize Data Entry
• Field Flags
• Letters
• Networks / Directories and Paths
• Organizers and Proformas
• Pay Per Return
• Pricing
• Printing Setup
• Required Settings
• Setup Options

E-Filing Tutorials

Review these tutorials to learn about the e-filing process in Drake Software and discover the benefits of Drake’s EF database and online filing options.

• 1040.com Affiliation
• 7216
• Banking Setup
• Check Print
• E-Collect
• E1 Visa® Prepaid Card Program
• Electronic Filing
• Online EF Database
• PIN Signature
• Search EF Database

Quick Tips

The following short tutorials demonstrate new features or answer common questions.

• 8863 Form and Item Pricing
• 8867 Form and Item Pricing
• Disabling Missing Field Warnings
• Document Manager - Choosing a Cabinet
• Uploading Organizers to SecureFilePro