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Create, organize, and find documents, without ever needing a paper copy.

 

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Free with Drake Tax, Drake Documents is an electronic storage solution for client source documents and returns. It greatly cuts paper handling and the amount of paper documents that you have to store.

You’ll save money by using less paper and toner, and by cutting the staff time needed to search, sort and shuffle paper files. Plus, Drake Documents frees up floor space normally devoted to cabinets full of customer files.

Features

  • Modeled after a physical filing system using filing cabinets, drawers and folders to organize your documents
  • Customizable document organization
  • Integration with Drake Tax – easily create and electronically store PDF versions of tax returns
  • Import and export features let you move or copy documents from one location to another
  • Integrated email – send copies of documents to anyone
  • Multi-year storage capabilities – grows with your business