866-670-8471 DrakeSoftware.com 2011 Overall Rating 4.5 Best Firm Fit: Drake Document Manager is designed to serve as an extension of the Drake tax and write-up applications and will, therefore, be a natural solution with great value for firms that are using these systems. Strengths: Direct integration with Drake tax preparation, planning & write-up […]
2011 Overall Rating 4.5 800-890-9500 www.DrakeSoftware.com Best Firm Fit: 1040-focused practices looking to broaden their services with integrated write-up and tax planning options, as well as retail environments with multiple locations. Strengths: – Exceptional live support – Affordable all-inclusive pricing includes all entities, states, e-filing, plus tax planning, document management & write-up with ATF […]
Drake Document Manager (DDM) is the document storage tool which is integrated into the Drake Tax Suite. The application is designed to provide basic document filing and retrieval capabilities from within the Drake Tax application, and has some integration with the other parts of the Drake Tax suite of solutions. Users can access the application’s data in two different ways – either the Working Cabinet mode, where DDM is embedded into the tax software, or in Archive Cabinet mode, where DDM is accessed through a separate shortcut on the Start Menu.
2015 Readers Choice Award Winner: Document Management Systems. Free with Drake Software, Document Manager is an electronic storage solution for client source documents and returns. It can greatly ease your paper handling tasks and help you reduce the ...