Users

A user login is first configured by setting up a login in the Drake User Manager. When that user signs into DTO using their Drake User Account, if a matching DTO user exists, it will be automatically linked. If not, an account will be created the first time the user launches DTO. Users can only access a tax year if you have set them up as a preparer for that tax year.

For more information, see Drake Tax Online - Logging in and Using the Dashboard.

Preparers

To set up preparers, follow these steps:

1. Log in to your Drake Tax Online dashboard and launch the appropriate year of Drake Tax Online.

2. Click Setup, then Preparer Setup from the drop list.

3. Click Create.
   
   

4. Enter the e-mail address that the preparer uses to log into Drake Tax Online as you fill in their information.

5. Click Save at the bottom of the screen.

Once the preparer information is set up, link it to the dashboard user by doing the following:

1. Log in to the Drake Tax Online dashboard and click Manage Accounts.

2. Select the email address from the list.

   Note   If you do not see the preparer in the list to select, click New User, enter the e-mail the preparer uses to sign in, then click Next.

3. The Edit User screen opens.

4. Use the search box to link the user with the preparer for each year that they need access to.