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.

    1. Select the file or files you want to send to the client.
    2. Click Email. The selected email composition dialog is opened and the selected file(s) are in the Attached section.
    3. Complete the needed information and click Send.