Use Drake Documents to create an organizational file structure for storing electronic documents. Think of its file structure as a virtual filing cabinet where files are saved within folders. Below are some of the things you can do within the Working Cabinet.


    • Store your clients’ documents — Scanned documents and copies of your clients’ returns are stored in electronic folders.
    • Copy files to CD — Copy Drake Documents files directly to a CD.
    • Password protect — Protect your clients’ documents.
    • Access SecureFilePro — Interact with the SecureFilePro web portal.


Click a Topic for more information:


Drake Documents Working Cabinet

Navigating

Searching Working Cabinet

Working Cabinet Tree

File Structure

Building a File Structure

Configuring the Working Cabinet

The Common Documents List

The Document Status List

Working with Files

Archiving Documents

Scanning Files