Drake Documents and Drake Scheduler Settingsįor a video demonstration of the email options within Drake, please see Drake Email Setup Options.Using Your Windows Default Email Program.See the sections below for details on setup and other options. See Publication 4557 for details on IRS requirements and recommendations regarding email, protecting personally identifiable information (PII), and taxpayer data. To email other recipients from Drake Tax, you can use the Windows Default Email application or s et up a third-party email account (if supported by that email provider). Attached client data files sent to Drake Support are sent separately from the email, by a secure file transfer protocol.
You can send emails to Drake Support from return data entry without setting up an email account or using your Windows Default Email application.
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