User's Manual - Drake Software

The Home Window
Drake Software User’s Manual
• Menu bar and toolbar — (items 1 and 2 in Figure 3-2) These tools allow you to
accomplish tasks in the program.
• Recent Returns — (item 3 in Figure 3-2) Lists the last nine returns opened in the
program.
• Appointments — (item 4 in Figure 3-2) Shows the preparer’s schedule and provides
a link to turn appointment reminders on and off.
• Notifications — (item 5 in Figure 3-2) Lists e-mail messages that must be downloaded,
updates that must be installed, and acknowledgments that must be processed;
lets you know if your program is up to date.
NEW FOR
2012
Information on pending and completed GruntWorx jobs will also appear
in the Notifications.
• Status bar — (item 6 in Figure 3-2) Provides system information.
• Personal Client Manager (PCM) — (item 7 in Figure 3-2) personalized version
of the Client Status Manager; see “Personal Client Manager” on page 63 for more
information.
• Enable Privacy — Hides the recent return list, the PCM, and the preparer notes.
(Click Disable Privacy to view the list again.)
• Preparer Notes — (item 8 in Figure 3-2) Use this section to write brief notes,
reminders, to-do lists, etc. Notes are visible only to the preparer who wrote them.
(In other words, one preparer’s notes will not show up on another preparer’s
Home window.) Notes remain in this section until they are deleted.
Figure 3-2: Drake Home window
62 Tax Year 2012