Client Status Manager Archives - Drake Software Knowledge Base

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Renewals and Purchases

21

Prospective Customers
- Drake Tax – Trial Software
- Information for Prospective Purchasers
Key Current- and Prior-Year Updates
General

Getting Started

15

Due Dates and Extensions
General

Tutorials

Broadcasts

2

Important: Changes to Audit Defense Coverage in Drake Tax
Recent Broadcasts

Education Resources

10

2026 Drake Software Update Schools ®
Annual Filing Season Program (AFSP)
Drake CPE – Create an Account & Register for Courses
Drake Software Training Resources
Free On-Demand Webinar Training
PowerStart – Exclusive Summer & Fall Training Events
Practice Returns
Register for Live Classroom Training
Sales Webinars or Classroom Training Webcasts
Spanish – Training

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
Banking
Backup, Restore, and Archive
Conversion Programs
- Drake Tax – Conversion Program FAQs
Security
e-File and Form Availability
- Drake Tax – Form and EF Availability
IRS Info
Return Preparation
e-Sign
e-Filing
- EF Messages
- General
Letters and Bills
Reports
Organizers
PCM and CSM
Printing
Rejects
Tools
Troubleshooting
Features
- Help Menus
  - Drake Tax – Drake Software Help Menus
  - Drake Tax – Screen Help Buttons Not Visible
- General
Videos
General

Drake Tax Planner

2

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

Drake Accounting (DAS)

392

Installation and Setup
Program Basics
Backups
Bookkeeping
Bank Reconciliation
e-Filing
Kotapay
Forms
Reports
Tools
Signatures
States
Videos
General

Drake Audit Defense

1

Drake Audit Defense – Overview

Drake Portals

60

Drake E-Sign Online
For Taxpayers
Videos
General

Drake Pay

20

Videos
- Drake Pay – Processing Payments (Video)
- Drake Pay (Video)
General

Drake Hub

21

Videos
General

Drake Workflow

5

Drake Workflow – Add Work Items
Drake Workflow – Customize Views, Search, and Filter
Drake Workflow – Overview and Frequently Asked Questions
Drake Workflow – Stages, Status Types, and Colors
Suggestions or Enhancements

Drake User Manager

5

Drake User Account Change
Drake User Manager – Change Email Address
Drake User Manager – New User Steps
Drake User Manager – Overview and Configuration
Drake User Manager – Password Recovery and Expiration

Drake Tax Online

67

Setup
Return Preparation
Extensions
e-Filing, Acks, Rejects
Integrations (Drake Portals, Drake Pay)
States
Videos
General

Drake Documents

16

Drake Accounting – Drake Documents Setup
Drake Documents – Archive Cabinet
Drake Documents – Backup Restore Archive Cabinet Files Using USB Drive
Drake Documents – Combine PDFs
Drake Documents – Custom Folders
Drake Documents – Error 31 No File Association
Drake Documents – Functions, Setup, and Technical Requirements
Drake Documents – Move Client Files from Working Cabinet to Archive Cabinet
Drake Documents – Moving Documents Between Folders
Drake Documents – No Clients Listed
Drake Documents – Scanner Issues
Drake Documents – Security Settings
Drake Documents – Validating Data Imported into Returns
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
Drake Scheduler – Private Appointments
Drake Scheduler – Pulling or Pushing Appointments to Google
Drake Scheduler – Pulling or Pushing Appointments to Outlook
Drake Scheduler – Updating Appointments
Drake Tax – Scheduler Setup

GruntWorx

16

GruntWorx – Account Activation
GruntWorx – Adding to a Job
GruntWorx – Canceling a Job
GruntWorx – Diagnostics
GruntWorx – Error Downloading Job
GruntWorx – Job Fails Because PDF Extraction Failed
GruntWorx – Job Selection and Upload
GruntWorx – Job Status and Download
GruntWorx – Missing Information and Data
GruntWorx – Organized Forms
GruntWorx – Overview
GruntWorx – Populate or Trades Import
GruntWorx – Products Available
GruntWorx – Scanning Documents
GruntWorx – Supported Tax Forms
GruntWorx – Trade Details or Trade Summary

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)
Rightworks – Accessing the Rightworks Desktop (Windows)
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
Rightworks – Initial Activation
Rightworks – Initial Purchase or Signup
Rightworks – Installing Applications
Rightworks – Monthly Subscription and User or Seat Changes
Rightworks – Multi-Factor Authentication
Rightworks – Onboarding
Rightworks – Overview and Getting Started
Rightworks – Passwords
Rightworks – Printing
Rightworks – Scanning
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
Protection Plus – Reports

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Client Status Manager

Client Status Manager

Drake Tax – Client Status Manager (CSM) Statuses and Colors (Video)

111 Technology Drive

Franklin, NC 28734-0186

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