What is Drake documents?
What is Drake documents? Free with Drake Tax, Drake Documents is an electronic filing cabinet for client tax documents, records and returns.
What is a Drake PDF?
The Drake PDF printer is a way to print tax returns, reports, and other documents in Drake Tax to PDF documents. It does not, however, function outside of Drake Software, so it cannot be used with other software programs such as Microsoft Office.
How do I upload documents to Drake Software?
Open your browser and log in to your Drake Portals website. On the Home window, select the client from the Clients section. Under the From Preparer section, click the Upload icon. Select the file to be uploaded and click Open.
Can I import PDF into Drake Software?
You can import a PDF copy or scanned image from another application or program located elsewhere in your computer or network into the client’s folder. To import a file into the Working Cabinet: Select the folder where the document is stored. From the toolbar, click Import to open the “Import File” dialog box.
