Helpful Links for Getting Started with Drake Software

Last Updated: September 29, 2026

The following list contains several Knowledge Base articles that will help you get started on your Drake Software journey. For specific onboarding steps, see Drake Tax – Onboarding: Getting Started with Drake Tax.

User Account Setup

• Drake User Manager – Overview and Configuration

• Drake User Manager – New User Steps

• Drake User Manager – Password Recovery and Expiration

EFIN Registration

• Get an EFIN; Become an IRS e-File Provider

• EFIN Registration or Change

• Drake Tax – IRS: e-File Application Summary

Installing Drake Software Programs

Drake Tax

• Drake Tax – System Requirements

• Drake Tax – Installation

• Drake Tax – Installing State Programs

• Drake Tax – Preseason and January Releases

Drake Accounting

• Drake Accounting – FAQs and System Requirements

• Drake Accounting – Installation

• Drake Accounting – Trial Software & Activation

Software Setup

Drake Tax

• Drake Tax – Setup Assistant

• Drake Tax – Authentication Failed or Invalid EFIN e-File Password

• Drake Tax – Firm Setup and e-File Confirmation

• Drake Tax – Preparer or User Setup

• Drake Tax – Email Setup

• Drake Tax – Statement/Overflow Pricing

• Drake Tax – Communications Editor – Full Edit and Outline Edit

• Drake Tax – Printer Setup and Troubleshooting

Drake Accounting

• Drake Accounting – Firm Information Setup

• Drake Accounting – Setup Panel

• Drake Accounting – Security – User IDs and Passwords

• Drake Accounting – Set Up Rates and Withholdings

• Drake Accounting – Email Setup and Functionality

• Drake Accounting – Accounts Receivable Setup

Conversions

Drake Tax

• Drake Tax – Conversion Program FAQs

• Drake Tax – Update Clients from Prior Year

Drake Accounting

• Drake Accounting – Converting from Dillner’s Software

• Drake Accounting – Converting from Sage 50

• Drake Accounting – Converting from EasyACCT

• Drake Accounting – Converting from QuickBooks

Other Helpful Knowledge Base Articles

• Drake Tax – Backup and Restore FAQs

• Drake Tax – Manual Backups

• Drake Tax – Automatic Backups

• Drake Tax – Restore Files from a Backup