Resources
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You'll find the transition to Drake Software to be straightforward. With accessible, easy-to-use, and highly understandable resources, you will be up and running in no
time with Drake.
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Online Resources at support.drakesoftware.com
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The support website for Drake customers is loaded with current information - accessible 24/7 - when you need it most! In addition to electronic
versions of product documentation, software update downloads, and marketing
kits, the customer support site includes:
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The Drake Software education team is constantly updating and enhancing the Knowledge
Base so you have 24-hour access to the most current infomation. Drake customers
can access the Knowledge Base by logging on to support.drakesoftware.com, or by clicking
the Internet shortcut in the software. The Knowledge Base is a great reference for
troubleshooting or answering a specific question. You can customize your search
based on keyword, category, subcategory, and/or year.
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All Drake customers receive complimentary access to RIA's Checkpoint
Online. It is a complete tax research site that includes the Federal US Handbook,
public domain materials, daily news updates, RIA Tax Return Guides, a form line
finder, and eighty calculators. Plus, it's easy to access when you are working in
Drake Software. All the answers you need are right at your fingertips!
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Online forums, moderated by Drake representatives, provide an opportunity for Drake
customers to post messages about everything from business strategies and software
questions to the latest tax news and software suggestions. Sometimes, customers answer
each other's questions, while other times a Drake moderator may be available to
provide explanations. This is a great way to share notes with your fellow professionals.
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Find state-specific details including reject codes, e-file mandates, addresses,
and e-filing explanations and instructions.
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Access real-time information about your e-filed returns. Includes lists of rejected
and accepted returns, checks that are available for printing, and features multiple
reports.
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We send broadcast emails weekly, or as needed, to notify you of important information
such as tax law changes, IRS alerts, and Service Center information. You can access
these emails through Drake Software.
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User Manual
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The Drake Software User Manual is a comprehensive resource with over 250 pages
of helpful information. It can be accessed from within the software or online. Includes detailed
information on topics such as electronic filing, federal packages, banks, navigation,
state returns, and support resources.
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Table of Contents
Sample Page Index
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On-Screen Help
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There are several ways to find answers while you are working in the software. To
access field and screen-specific help, simultaneously press the [Shift + ?] or [Ctrl
+ ?] keys, or right-click with your mouse in the appropriate field(s). You'll find
data entry tips and other helpful information quickly.
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By choosing the Help menu from the tool bar, you can also access a library of useful
information including Frequently Asked Questions and the screen-specific information
mentioned above. From the Help menu, you can find information by viewing the table
of contents or index, or you can search by keyword.
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