This page intentionally left blank. - Drake Software Support

Drake Software User’s ManualAppendix A: Preseason ChecklistHelp Clients Prepare for Tax Season Prepare proformas or organizers for prior-year clients. (Reports, organizers, proformas, andreturns can be stored and e-mailed as PDF files.) Prepare preseason letters and coupons to send with organizers. Begin preseason scheduling — Get a jump-start on tax season. Schedule clients who are eager tofile early. Order mailers from Nelco if necessary.Update and Configure Data Choose the backup media type that best suits your needs. Update your profile — Complete Update Profile in Drake. Update and back up — Run the software update routine, and make a backup copy of the softwaresetup.Take Advantage of Drake Resources Electronic Training Center (ETC) — For tax courses, tutorials, videos, and testing, go to Drake-Software.com/ETC. Tutorials — The 2008 tutorials can be accessed through the Help menu, or go to the Drake Supportsite. Enter your EFIN and password, then go to Training Tools > Tutorials. Drake User’s Manual — Familiarize yourself with this manual and use it as a resource for learninghow to use the software and prepare individual returns. Practice returns — Use our practice returns to learn program navigation and data entry. Drake Web site — Add Support.DrakeSoftware.com to your “Favorites” list. Drake Knowledge Base — Practice using Knowledge Base at the Drake Web site. Drake forum — Sign up for the Drake Forum at the Drake Web site. RIA online — Review the features offered with RIA online. Online EF Database — Review and practice using the online EF database. Execute your marketing plan — Consider running radio spots, hanging posters or banners, andencouraging word-of-mouth marketing. Drake Software offers marketing ideas online at Drake-Software.com/marketing.Tax Year 2008 A-3