User's Manual - Drake Software

13 Suite Products
Take advantage of these Drake tools that can be integrated with the tax software to
make your office run more efficiently. The Drake Document Manager (DDM) and
Client Write-Up (CWU) programs can be installed from your Drake Software CD or
from Drake Support website (Support.DrakeSoftware.com > Download Center.) The
Tax Planner is installed with the software.
NOTE
These products are included with the full Drake program. Pay-Per-
Return users must pay an additional fee for CWU.
Two other products—GruntWorx and SecureFilePro TM —can, for an additional cost,
also integrate with Drake products to make document mobility and usage a lot easier.
Through GruntWorx, you can:
• Organize multiple scanned, imported, or created documents into one PDF file
• Extract data from certain forms and import that data directly to Drake data-entry
screens
• Import information from certain 1099s and stand-alone 1099-Bs from an Excel
file directly into Drake through a process similar to Drake’s Schedule D Import
function.
NEW FOR
2012
Access GruntWorx from the Home window, from the Working Cabinet
of the Drake Document Manager, or from a desktop shortcut. See
“Shortcut to GruntWorx” on page 338 and “GruntWorx” on page 357 for
details.
Through SecureFilePro TM , you can upload organizers, proformas, and any other document
to your online portal, from which your clients can download the documents and
upload their own for you to access, saving you paperwork and postage.
Tax Year 2012 329