Welcome to the new Tax Season! We are looking forward to another tax season and we are excited about the new functions and enhancements this year's tax program has to offer.


Support Resources


Main Screen Dialog


    • Recent Returns – displays the last nine returns viewed by the logged in preparer.
    • Appointments – lists any appointments for the current date, for the logged in preparer.
    • Notifications – lists any emails or notifications to you from Drake Software.
    • Alerts – list any alerts and provide links to additional information. The alerts can be from Drake Software directly or reported by us, from the IRS and banks. 
    • Update Status – Displays Up to Date or Needs Updates accordingly. Only preparers with security access to the Update Manager see the status.


The Drake Tax User's Manual, Drake Software Help


    • Help – is available in the Drake Tax User's Manual. The manual provides an overview of the functionality of the program and is now available from within the software by clicking Help > Software Manual & Online Resources in the Drake Home window.
    • Drake Software Help (CTRL+ F1) – is available from most every screen in Drake Software by clicking the Help button or key combination. Many of the most commonly asked questions and topics are covered in the Help system.
    • Data Entry Menu Help – is available for many of the data entry fields. You can access this information via right-click Help > Help for this field (F1), or a screen Help button where available. This information is in-line with what is expected to see for the selected field's completion and is different from the Drake Software Help information. 
    • Tutorial videos – provide step-by-step lessons for the most common areas of Drake Software. The tutorials are easy to use and can speed the training time of both veterans and new employees.


Internet Help


    • Internet Support – is available at Drake Software support website, support.drakesoftware.com. 
    • Drake Software Knowledge Base – When issues with Drake Software program and tax laws arise, immediate updates are posted to the Drake Software Knowledge Base. Access the Drake Software Knowledge Base from kb.drakesoftware.com. The Drake Software Knowledge Base advises on how to fix problems and specific data entry solutions. Many of the most commonly asked questions and most common problems are addressed in the Drake Software Knowledge Base. 


Telephone and Email Help