18198: Helpful Links for Getting Started with Drake Software

User Account Setup:

• 17861: Drake User Manager - Overview and Configuration
• 17862: Drake User Manager - Onboarding
• 17860: Drake User Manager - Password Recovery and Expiration
  
  

• 11475: Get an EFIN; Become an IRS e-File Provider
• 11426: EFIN Registration or Change - What Drake Requires for e-Filing
• 17449: IRS - e-File Application Summary
  
  

• Drake Tax:
  • 11776: System Requirements for Drake Tax
  • 10983: Installing Drake Tax
  • 10350: Installing State Programs
  • 14922: Drake Tax - Preseason and January Releases
    
    
• Drake Accounting:
  • 15055: FAQs and System Requirements (DAS)
  • 15218: Installing Drake Accounting (DAS)
  • 15699: Trial Software & Activation (DAS)
    
    

Software Setup:

• Drake Tax:
  • 10884: Setup Assistant
  • 11547: Authentication Failed or Invalid EFIN e-File Password
  • 14347: e-File Confirmation – Firm Setup
  • 11048: Preparer Setup
  • 13433: Drake Email Setup
  • 13783: Statement/Overflow Pricing
  • 13390: Drake Communications Editor - Full Edit and Outline Edit
  • 15328: Printer Setup & Troubleshooting
    
    
• Drake Accounting:
  • 15916: Firm Setup - Firm Information Tab
  • 15046: Setup Panel (DAS)
  • 15085: Security - User IDs and Passwords (DAS)
  • 15079: Firm Information Setup (DAS)
  • 15047: Set Up Rates and Withholdings (DAS)
  • 15074: Configuring Email Settings (DAS)
  • 15860: Accounts Receivable Setup (DAS)
    
    

Conversions:

• Drake Tax Conversions
  • 10869: FAQs About the Conversion Programs
  • 10868: Questions After Running a Conversion Program
  • 10867: Update Clients from Last Year
    
    
• Drake Accounting Conversions:
  • 15547: Converting from Dillner's Software (DAS)
  • 15060: Converting from Sage 50 (DAS)
  • 15061: Converting from EasyACCT (DAS)
  • 15050: Converting from QuickBooks (DAS)
    
    

Other Helpful Knowledge Base Articles:

• 10867: Update Clients from Last Year
• 12504: Backup and Restore FAQs
• 14307: Backup and Restore - Manual Backups
• 14306: Backup and Restore - Automatic Backups
• 10755: Backup or Restore - External Data Storage Device
• 14309: Restoring Files from a Backup