What is Drake Client Write Up?

Posted on by Muna Meyer

What is Drake Client Write Up?

Client Write-Up – To simplify payroll and bookkeeping. Client Status Manager – To customize client reports and track your returns.

How do I create a Drake document?

15066: Drake Documents Setup (DAS)

  1. From the Home window in DAS, go to Client > Edit and select the Drake Documents Options tab.
  2. Check the box Use Drake Documents.
  3. Select the Drake Documents Location and confirm that it is displayed in blue in the selection window.
  4. Choose how files will be saved to the Drake Documents:

What is writeup software?

Cloud-based client write-up software allows accountants to eliminate old, time-consuming and inefficient processes like data entry in order to focus on the growth and development of their firm — all while delighting their clients with reports that they can use right away.

How do I add clients to Drake tax?

Go to Client > Add to open the Client Setup screen. Enter a code in the Client Code field (a Client Code must be entered). Client Codes are up to twelve alpha/numeric characters (0 – 9, A – Z, and a – z). Drake Accounting® will not allow certain characters in the client code such as: <,>,:, “, /, \,|,?, or *.

How do I change the client code on Drake accounting software?

How do I select or change the active client? The Client Selector window is the first window that opens when Drake Accounting® is launched….Enter in a new client code in the Client Code box and press Enter.

  1. A pop-up window will ask the question “Client __ not found.
  2. Press Yes.
  3. The Client Setup window opens.

What is Drake documents?

Free with Drake Tax, Drake Documents is an electronic filing cabinet for client tax documents, records and returns. It greatly reduces paper handling and storage needs for paper documents. You’ll save money by using less paper and toner, and by cutting the staff time needed to search, sort and shuffle paper files.

How do you set up Drake Portals?

Create a Drake Portals Account for a Current Drake Tax Client

  1. Open the client’s return in Drake Tax.
  2. Click the Documents button on the top of the Data Entry screen.
  3. After Drake Documents opens, click the Create button in the Drake Portals pane.
  4. Enter the client’s email address.
  5. Check the Send activation email box.

What is Client Write-Up in accounting?

Write-up work involves the preparation of financial statements for a client without first reviewing or auditing the underlying information. This is a relatively low value-added activity, so the fee charged to the client for this service is generally low.

What is client write up?

– Autorun displays a screen with installation selections. If the screen doesn’t open automatically, from the Start menu click Start > Run. – Choose to install Client Write-Up. – When the Client Write-Up installation program begins, click Continue. – Follow the instructions to complete installation. Install Client Write-Up directly to the C: drive (root drive).

What is client write up software?

Go to Start > Run.

  • In the Open field,type F:\\(substitute your network drive letter for F:) and press Enter.
  • Double-click the CWU20YY folder (where “YY” is the current year).
  • Double-click NWClient.
  • Click OK on the Shortcut Installed Successfully window.
  • Repeat all five steps above on each computer workstation that will be running CWU.

    • What is the Drake Software?

    Drake Software is an all-in-one professional tax software that gives tax professionals and accountants the tools they need to prepare personal, business, state and federal tax returns. As a company, Drake Software was first marketed in 1977. It rapidly grew from a family tax practice into a national brand by providing tax professionals with

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