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2

Important: Changes to Audit Defense Coverage in Drake Tax
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10

2026 Drake Software Update Schools ®
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New Tax Bill (2025)

8

Drake Tax – 2025 Changes for Form 1040 and Related Schedules and Forms
Drake Tax – Enhanced Deduction for Seniors – New Tax Bill
Drake Tax – Form 4547 – Trump Account Election(s)
Drake Tax – New Tax Bill
Drake Tax – Qualified Overtime Compensation Deduction – “No Tax on Overtime” (New Tax Bill)
Drake Tax – Qualified Passenger Vehicle Loan Interest Deduction – “No Tax on Car Loan Interest” (New Tax Bill)
Drake Tax – Qualified Tips Deduction – “No Tax on Tips” (New Tax Bill)
Drake Tax – Schedule 1-A: Additional Deductions

Drake Tax

1751

Installation and Setup
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Drake Tax Planner

2

Drake Tax Planner Updates for New Tax Bill
The Drake Tax Planner

Drake Accounting (DAS)

392

Installation and Setup
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Drake Audit Defense

1

Drake Audit Defense – Overview

Drake Portals

60

Drake E-Sign Online
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Drake Pay

20

Videos
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Drake Hub

21

Videos
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Drake Workflow

5

Drake Workflow – Add Work Items
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Drake User Manager

5

Drake User Account Change
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Drake Tax Online

67

Setup
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Drake Documents

16

Drake Accounting – Drake Documents Setup
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Drake Documents – Working Cabinet
Drake Tax – Canon – Preferred Scanner Technology Provider
Drake Tax – Changing File Associations

Drake Scheduler

9

Batch Email – Client Appointment Reminders
Drake Scheduler – Changing the Default Calendar
Drake Scheduler – Open Scheduler From Inside a Return
Drake Scheduler – Overview
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Drake Scheduler – Pulling or Pushing Appointments to Outlook
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Drake Tax – Scheduler Setup

GruntWorx

16

GruntWorx – Account Activation
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QuickBooks

2

Drake Tax – Data Imported to Drake Tax from QuickBooks
Drake Tax – Importing Data from QuickBooks

Rightworks

23

Rightworks – Accessing the Rightworks Desktop (Mac)
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Rightworks – Adobe Acrobat
Rightworks – Billing Overview
Rightworks – Change Default PDF Viewer
Rightworks – Desktop Configuration
Rightworks – Dual Monitor Setup
Rightworks – e-File Form Location
Rightworks – File Manager
Rightworks – Frequently Asked Questions
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Rightworks – Monthly Subscription and User or Seat Changes
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Rightworks – Onboarding
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Rightworks – Passwords
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Rightworks – Signature Pads
Rightworks – Uploading Backup File
Rightworks – Users

Protection Plus

4

Drake Tax – EF Message 7300: Protection Plus
Drake Tax – Protection Plus Fee Disbursement
Protection Plus – Program Overview and Software Setup
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Drake Accounting (DAS)
Videos
Drake Accounting – Updating Prior Year Clients (Video)

Drake Accounting – Updating Prior Year Clients (Video)

Last Updated: September 29, 2026

Learn how to update your prior year clients in Drake Accounting.

Watch on the Drake Software video library.

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