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Document Management

Drake Software – Drake Document Manager

From the July 2010 Review of Document
Storage Systems

Drake DMS application has been offered free to Drake customers since 2005. It
can be used on a stand-alone basis, but from a practical perspective its inherent
value is in its tight integration with the Drake tax preparation, tax planning
and client write-up applications.

The methodology used to organize the files is a cabinet > drawer >
folder model. In the client’s drawer, the system displays a folder representing
each letter of the alphabet with individual client sub-folders within each letter.
The default folder configuration for each client is a folder for the specific
Drake application such as tax, with a sub-folder for each year. You can add
custom folders to the individual client folders as desired.
The Drake PDF print driver includes the ability to password protect and encrypt
the tax return file as part of the process. There is also an option to print
a pre-defined watermark that defaults to “Client Set” or “Preparer
Set,” which you can customize and then save the return automatically to
the client’s folder.

All Drake clients are integrated into the DMS by default. When printing a tax
return, you pick and choose the entire return or selected forms to be published
to a PDF document. A folder will automatically be created for the new year when
you print to the DMS.

Files can be imported from anywhere via the file browse command. You can link
to a file, such as an Excel spreadsheet so that the most current version is
always accessible from the DMS, and you can drag and drop files from Windows
Explorer into the DMS. An e-mail button on the toolbar opens your e-mail program
and attaches the document.

A scan button will scan from your default Windows scanner. You can name the
scanned file and choose the format into which you want to scan. For frequently
used document types, i.e., 1040 documents, you can set up a document name list
to scan to. The right-click menu lets you append the scanned document to an
existing PDF file, such as when you want to add a signed copy of the form 8879.

An audit trail report shows the history of document activity, including who
accessed the document, what action they took with it and a date/time stamp.
The DMS files are all stored inside the Drake DM folder in Windows Explorer.
Therefore, you need to apply Windows security to that folder to protect it from
access to the DMS files directly through Windows Explorer.

A built-in backup feature automatically archives the document database to
a secondary storage device. Document search capability is limited to the file

If you’re a Drake software user, this is the most logical choice for your
document storage solution. The scope of features and functions is quite reasonable,
the integration with all of the Drake applications is very direct and the fact
that the software is free makes this a pretty compelling option. If you don’t
use the Drake tax and write-up application, the value is minimized.