Knowledge Base

11625: Drake Software Privacy Letter and Privacy Policy

EFIN Management

How can I generate a privacy letter in Drake Tax? Where can I view the Drake Software Privacy Policy?


Privacy Letter for Your Clients

To enable printing of a privacy letter in all returns, go to Setup > Options > Client Communications tab and check the box Include privacy letter with returns. To review and/or change the privacy policy letter template to meet your particular needs/preferences, go to Setup > Communications Editor > Open > Individual > Privacy Policy (All Packages).

For more information, see the Gramm-Leach-Bliley Act and IRS Publications 4557 and 1345


Drake Software Privacy Policy

A link to the full Drake Software Privacy Policy is available in the footer of each Drake Software website.

If you have any questions or concerns about Drake Software’s use of your information, or about this Privacy Policy, please send an email to

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