Summary
Full Transcript
In this detailed tutorial, our presenters demonstrate the entire process from start to finish. Learn why a VPN is necessary for users outside the US and follow along as we install one before downloading the software. We then guide you through signing up for the free trial, completing the installation, setting up your administrator and user profiles, and even adding your first client. This session also features a helpful discussion on managing installations for different tax years. KEY CHAPTERS 0:00:05 - 0:01:24 Opening Remarks 0:06:05 - 0:14:45 Step 1: Downloading a VPN 0:14:45 - 0:21:19 Walkthrough: Installing Hotspot Shield VPN 0:21:19 - 0:26:46 Step 2: Downloading the Drake Tax Software 0:26:46 - 0:33:33 How to Sign Up for the Drake Software Free Trial 0:33:33 - 0:42:20 Discussion: Why is a VPN Necessary? 0:42:20 - 0:49:09 Q&A: Can You Install Multiple Yearly Versions of Drake? 0:49:09 - 0:59:07 Walkthrough: Drake Tax Software Installation Process 0:59:07 - 0:59:55 Locating the Drake 2024 Software on Your Desktop 0:59:55 - 1:07:23 Initial Setup: Creating Your Administrator Password 1:07:23 - 1:12:57 Finalizing Setup and Importing Updates 1:12:57 - 1:21:40 How to Add and Set Up Preparers/Users 1:21:40 - 1:32:00 Quick Guide: Adding a New Client Any persons, details, and financial info are fictional and are used for educational purposes only. FOLLOW US: FB page: Borderless Accountants FB group: Borderless Accountants Community Tiktok: @borderlessaccountants
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