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Drake Tax Feature Spotlight: The Backup and Restore Tool

Drake Tax Feature Spotlight: The Backup and Restore Tool

In this series, learn about a few popular Drake Tax features and navigation tools that help you save time and stay productive.   

Loss of taxpayer information during the filing process due to technical difficulties is a sure way to fast-track frustration during tax season. Fortunately for Drake Tax users, today's highlighted feature is an info life saver.

The Backup and Restore Tool at a glance

The Backup and Restore Tool does exactly what it says on the tin, and not just for tax return files: Any file can be backed up with this handy feature. You can perform manual, one-time backups or establish automatic backups to run in the background as needed.

How do I access the Backup and Restore Tool?

From the Drake Tax Home window:

  1. Click Tools.
  2. Click File Maintenance from the drop list.
  3. Select Backup.

The Backup and Restore window will pop up, and you can work your magic from there.

How do I make a one-time backup?

To make a one-time backup:

  1. Navigate to the Backup and Restore window using the instructions above.
  2. From the Manual One-Time Backup section of the window, choose the location where you want to back up your files.
  3. Click Selective Backup.
  4. Select Backup.

It’s that simple!

How do I make a custom backup?

To make a custom backup:

  1. Navigate to the Backup and Restore.
  2. Select Create Selective Backup.

From there, you can choose to either back up all Drake Tax files or individual ones—and these can be anything from folders to photo albums.

The Customize Backup option is selected on the Create Selective Backup window. Custom Items has been selected in the left-hand menu, displaying options for adding and removing files and folders in the user's customized backup. Another section allows you to choose custom folders to include. The right-hand pane displays a summary of files selected for backup.

See how the Backup and Restore Tool saves time with a Drake Tax free trial

Ready to explore Drake Tax and the Backup and Restore Tool for yourself? Download the free trial today by clicking the button below.

Try Drake Tax for free! 

Susannah Hornback

When I graduated college with a focus on Creative Writing in 2016, the tax industry was the last thing on my mind. That said, I needed to eat, and there was a nine-to-five opportunity I couldn’t pass up. All these years later, I am still amazed at how rewarding it is to put complex tax concepts into words that anyone can understand. Maybe I ended up exactly where I was supposed to be.

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