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And beforehand, we remind you again to get a Drake tax software download of a demo. After you make up your mind on whether you’re going to use the desktop version or the Drake online tax preparation version (web-based), we suggest you compare packages and prices carefully before making a commitment. When it comes time to purchase, you can buy Drake tax software from the main developer or a service bureau the difference is usually the package it’s offered within, including extra services provided as well as overall value/pricing. We also suggest you read Drake accounting reviews if you’re considering using it with

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This way you can get a Drake software free trial and get familiar with it before making a purchase. Integrations/limitations on our Bank Products page as well.īefore deciding to use Drake, we suggest you download a Drake tax software demo. It’s also a great idea to review Drake software bank products Before committing to use Drake tax software, download the demo below.

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Despite these slight areas of potential improvement, Drake income tax software has surely earned the right to be positioned in our 2022 best professional tax software products. Although Drake does a good job at keeping the functionality of these features simple, a bit more current and user-friendly technology goes a long way for tax professionals and their clients alike.

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Such as smartphone/tablet apps as an upgrade to the currently outdated web portal. A restored backup made the last time you worked on the client can be updated with much less effort.To conclude, our Drake tax software reviews find that Drake tax software can benefit from more useful features

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If your restored backup was made a month ago, you have to enter a month's data to update the client. Auto backup reduces the additional data entry needed to bring a restored client file up to date.

You can also choose the Max Number of Backups Per Client. At Firm > Firm Information Setup > Automatically Backup Client Files, you can select and save options to automatically back up a client file whenever you open it ( Start of Client Session) or close it ( End of Client Session). The status bar at the bottom of the Drake Accounting ® Client Selector screen will show the updated backup date and time upon completion. Click the icon to back up your current active client to the global backup location only. Quickly back up the active client using the Home screen Backup icon shortcut on the Client Selector. A progress bar will appear at the bottom of the Backup Client(s) screen, and will disappear upon completion.

After selecting the clients, click Backup to begin the process.

Select the check box next to Client Code if you wish to back up all of the clients at one time.

Select the client or clients you want to back up.

Any selection you save will revert to the global location when you exit the Backup screen. Click OK to save your path for this backup session, or Exit to exit without saving the path. You can do this easily by clicking the Make New Folder button at the bottom left. Un-select Automatic Backup-Full by clearing the check mark from the Enabled check box. It is recommended to create a separate folder specifically for Drake Accounting ® backups. From the Browse for Folder window, select the appropriate drive or folder.

To use a different path for this backup session only, click the Change Path button.

If the path reads NO PATH SET, a global path must be selected before you proceed.

The current global backup path is displayed in the lower-left corner of the Backup File Selection screen.

Manually back up any client at Client > Backup: Watch the Backing Up Clients video for a demonstration.

It is recommended to create a backup folder before setting a backup path.ĭrake Accounting ® will not allow you to restore a client that was backed up on the root of the C:/ due to several restrictions caused by Windows. The backup file name reflects the date and time the backup was made.

Drake Accounting ® creates a separate, zipped backup file for each new backup.

When you close that session, the temporary path is eliminated and the global path is displayed in the next backup or restore.

If you need to back up or restore using a location other than the global location (a flash drive or removable disk, for example), you can set a temporary path at the dialog box when you begin a specific backup or restore session.

Both Backup and Restore use the same global path. That can result in backup files spread over several locations, making it likely you won't be able to find the backup file you need.

It is not recommended to change the global path to back up or restore individual clients.

The default global path is \DrakeAccounting20YY\Backups, and it's installed with the software.

The Drake Accounting ® backup and restore processes use the same global path ( Firm > Firm Information Setup > Paths).

The backup path - where backups are saved: