Drake Document Manager
Go paperless. Get organized.
Overview
Drake Document Manager (DDM) is a software tool that helps tax professionals scan, organize, and store client documents electronically. It is designed to create a paperless office environment and integrates directly with Drake Tax, allowing for easy archiving of tax returns and related documents. DDM can be used as a standalone product or in conjunction with Drake Portals for secure online file exchange.
✨ Key Features
- Direct integration with Drake Tax
- Scan, organize, and store documents
- File encryption and password protection
- Customizable folder structure
- PDF annotation and editing
- Integration with Drake Portals (SecureFilePro)
🎯 Key Differentiators
- Seamless, one-click integration with Drake Tax.
- Cost-effective solution, often bundled with the tax software.
Unique Value: Offers the tightest possible integration with Drake Tax, making the process of archiving and managing tax-related documents incredibly efficient for users of that platform.
🎯 Use Cases (4)
✅ Best For
- Efficiently managing documents for firms that use Drake Tax as their primary tax software.
- Transitioning a traditional paper-based tax office to a digital workflow.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Firms that do not use Drake Tax software.
- Companies needing a cloud-native, web-accessible document management system.
🏆 Alternatives
While less feature-rich than cloud competitors, its direct integration with Drake Tax provides a workflow efficiency that third-party tools cannot match for Drake users.
💻 Platforms
✅ Offline Mode Available
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
💰 Pricing
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