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.