Drake Software knows how important it is to stay in touch with your clients. Now you can easily
print name and address information for your clients. Using our query and filtering tools,
you can target exactly those customers you want to receive your mailings. You can even generate
mailings for birthday cards! Print options include:
- Standard mailing labels
- Envelopes
- Post Cards
- Post-season and pre-season letters
- Payment Reminders
- Appointment Reminders
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Having backups of your important tax files is crucial to your business continuity.
Drake Software provides an easy-to-use utility to help you accomplish this. You can
back up all of your client files, a single client file, or customize a list of exactly
which files to backup. In addition you can back up Drake Tax Software setup and configuration
files. You can also select to back up to a USB drive, network location or 3.5" floppy drives.
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Quite often your clients share information such as Zip Codes, employers, and child care
providers. This sometimes requires you to key identical information more than once in
several returns. Drake Software lets you reduce or eliminate
the need for repetitive data entry.
- Thanks to our Zip Code database, after you enter a Zip Code, the software automatically
fills in the city and state.
- As you enter EIN numbers, they are saved in an EIN database.
The next time the EIN is used, the provider's information will be automatically filled for you.
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Drake Software knows how important it is to have the latest information and updates for your
software. This becomes a simple task using our Update Manager.
With Update Manager, this task is automatic. Your system will check for updates and determine
if one is needed.
- You decide what programs to update. No wasting resources updating areas you
don’t use.
- Choose to update manually or set up to download and install updates on a
predetermined schedule.
- Install updates immediately or hold them for later installation.
- Updates are designed to be small and lightweight with no long
download times, even if you are using a dial-up connection.
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Drake Software hosts free email accounts for our customers. It's great for reminding your
clients of appointments! Other features to help streamline your communications include:
- Send and receive email with attachments.
- Create mailing lists for clients using the built-in query tool.
- Organize your contacts with Contact Lists and Address Books.
- Drake Software Support Address Book.
- Search client data files for email addresses and add them to your contacts.
- Send client data files to Drake Support for help resolving issues with a client’s return.
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Amortization schedules are an important part of any tax practice. Whether you have to
fill in your client’s missing data or you just need to research different scenarios, Drake
Tax Software provides you with the tools you need. You get support for several types
of standard loans and features including:
- Automatic calculation of payment amount, interest, or loan length.
- Amortization schedule with customizable loan start dates and annual and grand totals.
- Fixed payment loans.
- Fixed principal loans.
- Balloon loans.
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