Drake Tax - Client Files Have Disappeared or Are Missing After Moving Locations

Client data is generally stored in a specific location on your computer. If the software does not know where to look for the data, it may not recognize client records exist.

To ensure that your software knows where to look or to view the data path to your client records, go to Setup > Data Locations and confirm the location of your client files.

To access Setup > Data Locations, you must have administrative rights under Setup > Preparers and Users. Otherwise, you see a warning that you can view the settings but the fields are grayed out (disabled).