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Getting Started

If you’re new to Drake, these tutorials provide details on converting from prior software, and then get you acquainted with return entry, viewing/printing, accessing support and more.

Setup Tutorials

Learn how to set up Drake Software to meet the needs of your office. From reviewing the required settings to customized options and correspondence, these tutorials will explain how to get the software ready for a new tax season.

E-Filing Tutorials

Review these tutorials to learn about the e-filing process in Drake Software and to discover the benefits of Drake’s EF database and online filing options.

Quick Tips

The following short tutorials demonstrate new features or answer common questions.

Practice Management Tutorials

Drake offers a wide array of free tools that help you manage workflow and increase efficiency in your office. From integrating e-mail to tax planning, Drake will help you have a smooth tax season.

Advanced Tutorials

Advanced tutorials cover specific functions or topics within the program, such as importing/exporting data.

State-Specific Tutorials

These tutorials explain specific details about certain state regulations or forms.

Spanish Tutorials

Our most popular tutorials in Spanish. More coming soon!