Tips to Optimize Client and Firm Management in Drake Software
Tips to Optimize Client and Firm Management in Drake Software
Join us for a closer look at Drake Software. We review key reports Drake can generate, explain Client Status Management, Drake Scheduler integration, color settings, resolving e-File rejections, and other tips.
Other similar videos
Discover how hosting Drake Software in the cloud can streamline your workflow, enhance security, and simplify IT. Join the experts at Rightworks to see if cloud hosting is right for your firm.
See how you can quickly and easily integrate GruntWorx into your processes now, transitioning your firm from a traditional to an automated workflow in time for extensions and tax season in It’s Never Too Late to Automate! Accounting firms face pressures and challenges year-round, with even greater demands during tax season. This webinar will highlight the benefits of automating key processes in your firm to ease burdens related to labor, time, and costs.
Join our team of tax experts as they break down the recently concluded tax-filing season and address key issues from this season for tax professionals.