Summary
This guide provides essential steps for onboarding with Drake Tax, aimed at new users to facilitate a smooth setup process. It begins with instructions on setting up a Drake account, which is necessary for managing access to software downloads and resources. Users are encouraged to watch the Getting Started webcast, which outlines the onboarding steps and offers best practices. The guide details the registration of the EFIN, which is required for e-filing, and provides steps for installing and setting up the Drake Tax software. Additionally, it includes information on converting files from previous tax software and training staff on using the program effectively. Users are advised to bookmark important resources, including the Drake Community and Knowledge Base, for ongoing support. Finally, the guide covers the management of the Pay-Per-Return (PPR) software package, detailing how to handle PPRs and related tasks.
