Rightworks - Onboarding

Before getting started, we recommend that you read Rightworks – Frequently Asked Questions and an overview of using Drake Software via Hosting on Rightworks. Then, follow these steps:

1. Create full backups of your locally installed Drake Tax and Drake Accounting programs, as applicable.

   • Drake Tax - see Drake Tax – Manual Backups.

   • Drake Accounting- see Drake Accounting - Back Up Client Files.

2. Set up your Account Owner login to the AppHub portal for Rightworks by using the link from your Rightworks Welcome Email. Detailed steps are available in Rightworks - Initial Activation.

3. Deploy the apps you want to use in Rightworks.

   • See Rightworks - Installing Applications for steps.

   • See Rightworks – Frequently Asked Questions for available years.

4. Download and run the setup wizard to configure your access to the Rightworks desktop.

   • If using a Windows computer, see Rightworks - Accessing the Rightworks Desktop (Windows) for detailed steps.

   • If using a Mac, see Rightworks - Accessing the Rightworks Desktop (Mac) for detailed steps.

5. Log into the Rightworks Desktop using your newly installed remote desktop icon.

6. Activate each year of Drake Tax in the remote environment using your Drake account number and the year-specific serial number. These are available from the Drake Software Support website.

7. Transfer and restore local backups to the programs in Rightworks using Rightworks - Desktop Configuration and Rightworks - Uploading Backup File.