Email in the Archive Cabinet
You can use the email program you have integrated on your computer or use your Drake e-mail account. If you choose the Drake Email account, make sure there is an account set up in the tax software. To do this, go to Help > Email on the Drake Software Home screen to complete an account set up.
E-mailing a File
You can email files to others using the email option found on the toolbar.
- Select the file or files you want to send to the client.
- Click Email. The selected email composition dialog is opened and the selected file(s) are in the Attached section.
- Complete the needed information and click Send.