Drake Tax Integration
Taxaroo is now integrated with Drake Tax 2018! With this integration, you can import tax organizers directly into Drake Tax.
Step 1: Open up a client's Job Page for the organizer you want to import
Step 2: Click the "Drake Export" button to download
Step 3: Move the downloaded file to your \DRAKE18\IMPORT\ folder where Drake Tax is installed (pro tip: save this folder as a favorite in Windows Explorer to access easily)
Step 4: Within Drake Tax, click Open/Create
Step 5: Enter the SSN of the taxpayer, and voila, tax organizer data is now imported!
Note: This is only supported for Taxaroo's pre-built individual tax organizer. More customization to come in a future release.