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Online Resources

Click Support.DrakeSoftware.com – for product documentation, software updates, plus access to these online tools:

  • Knowledge Base – Constantly updated and enhanced with troubleshooting help and business strategies and software issues, to the latest tax news. Moderated by Drake employees.
  • State information – Information on reject codes, e-file mandates, addresses, and e-filing explanations and instructions.
  • Viewable EF Database – Real-time status of e-filed returns. Rejected and accepted returns, checks that are available for printing, and multiple reports.
  • Broadcast email – news about Drake updates and happenings in the tax industry.


    Videos

Learn the basics of Drake Software products with these short instructional videos.

Select a category below:

Why Is Your Price So Low?

Stephen explains why Drake Tax’s price is so low compared to competitors.

Introduction

Conversions

Data Entry and Navigation

GruntWorx

Training

SecureFilePro

Setup and Customizing

Tax Planning

What's all the fuss about
Drake Tax Software

Document Manager

Home Screen

Wrapping Up

Quick Start Tutorial

Conversions

EFIN Management

Setup Assistant

Archiving Return

Drake Document Manager

Getting Started with GruntWorx

Tax Planner

Backup & Restore

Emailing Forms From Drake Software

GruntWorx Overview

Signature Pads

CSM Statuses

Drake Scheduler

Printing to DDM

Quick Start Tutorial

Drake Email Setup Options

Setup Assistant

Email Setup

Administrative Options Setup

Data Locations

Preparer Setup

Auto Updates

ERO Set Up Screen

Setup Options

Pricing

Firm Setup

Enterprise Office Manager Tutorial

Bank Products

e-Pay

Check Printing

Administrative Options Setup

Communications Editor

Customized Paragraph

Late Filed Returns (LATE Screen)

LinkBacks

PINs

Individual Due Date/Extensions

DoubleCheck

LookBack

EIC Troubleshooting

2D Barcodes

Direct Deposit

ES Vouchers

FAFSA Worksheet

Amended Return

EITC/Due Diligence

Data Entry Navigation

Electronic Funds Withdrawal

Final Capitalization Regulations

Form 5405

Entering Multi-State W-2

Car/Truck Expenses

Installment Sale

Form 1116 - Schedule B

Child and Dependent Care

8949 Import Options

Roth Distributions and Rollover

Split Return

K1 Export

Kiddie Tax Export

Self-Employed Health Insurance Deduction

Group Sale

PDF Attachment

Corporate Due Date/Extensions

Partners Special Allocations (1065)

K1 Export

DoubleCheck

Group Sale

PDF Attachment

ES Vouchers

Installment Sale

Trial Balance

PINs

Emailing Forms From Drake Software

PDF Attachment

Archiving Return

Amortization Schedule

Pricing for New Forms

Auto Updates

Backup & Restore

Macros

Required Fields

Engagement Letter eSign

Signature Pads

Customized Paragraph

Printing Mailing Labels

Generating Organizer

Drake Email Setup Options

Emailing Forms From Drake Software

Communications Editor

Email Setup

e-Filing Returns

EF Database

Late Filed Returns (LATE Screen)

EIC Troubleshooting

60 Second: End of Season Reminders

FAFSA Worksheet

Individual Due Date/Extensions

New Features for 2015

Screen 95A

Screen 8965 (Health Care Exemptions)

ACA Scenario 2

ACA Scenario 5

Premium Lookup (PLUC Screen)

ACA Calculators-ACA Screen

ACA Scenario 3

ACA Scenario 6

Affordable Health Care Act

ACA Scenario 1

ACA Scenario 4

Notice 2015-9

SecureFilePro

Link to Drake Software (Firm)

Uploading and Downloading Files (Firm)

Account Settings (Firm)

Downloading and Uploading (End User)

Guest Exchange

Email Settings (Firm)

Getting Started

60 Second: End of Season Reminders

60 Second Update: Filing Season Begins

Drake Electronic Training Center (ETC)

60 Second: Individual Filing Deadline

60 Second Update: ID Theft and Security

New Features for 2015

60 Seconds: Corporate Filing Deadline

I can not say enough about support

Saving time, saving money

Using GruntWorx Trades

Support is always there

The easiest program we use

Everything I need is there

Just buy Drake

GruntWorx Overview

Using GruntWorx in Drake

Summary and Page Sign Off

TicTie Calculate

Using Trades with GruntWorx

Page Sign Off and Tick Marks

GruntWorx Diagnostics

Digital Calculate Tape with Tick marks

94X PIN Setup (EROs)

Chart of Accounts

Accounts Payable

Payroll Filings

End of Year Process

e-Filing 94X Returns

Employee Web Portals

Employee Payroll

Client Setup

Bookkeeping

Reports

On the Fly

Contractor Payments

e-Filing W2s and 1099s

Tools

Contractor Web Portals

Check Writer

Accounts Receivable

Preparing to e-file W-2s and 1099s

General Setup

Correcting 1099s

Employee Web Portals User Prospective

94X PIN Application (Reporting Agents)

e-Filing Returns

Drake Hosted Overview

Digital Calculate Tape with Tick marks

Summary and Page Sign Off

Re-Bookmarking a PDF (Repagination)

Page Sign Off and Tick Marks

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