User's Manual - Drake Software

Online Support
Drake Software User’s Manual
Figure 10-4: The new ETC Welcome page
Creating an
ETC Admin
Account
Before you can log in to ETC, your office must have an ETC administrator (Admin)
account. Once the account is established, you can create student accounts and begin
tracking student progress. With their own user names and passwords, students can log
in to ETC on their own.
Admin accounts are created using the Need to sign up? section (Figure 10-5).
Figure 10-5: Need to sign up? section of ETC Welcome page
To create an Admin account:
1. In the Need to sign up? section, Drake customers select Yes and click Submit.
2. Enter your EFIN and Drake password (from your packing slip) and click Submit.
3. In the Welcome window, complete all applicable fields.
4. To earn CPE credit for completing ETC courses, select Yes from the CPE Credits
drop list.
5. Preparers registered in California, Oregon, Texas, or Pennsylvania should mark
their respective boxes in order to receive CPE credits in those states.
6. Enrolled Agents and Registered Tax Return Preparers should mark those boxes.
7. Enter your PTIN.
8. Click Save Information. When the system has saved your data, click Next.
262 Tax Year 2012