Drake eom office manager. Complete form with your tax office information. Access the EOM from the Drake Support site (Support. Drake User Manager facilitates seamless access and management of user accounts for Drake Software applications and services. Choose from more than 100 built-in reports, or use the Report Manager to quickly create your own custom report. . com. 2 days ago · Drake Software - Login Screen Login Screen Dec 3, 2018 · Before you or your staff can take advantage of Drake Software’s online sites—including Support, the Download Center, and the Enterprise Office Manager—you or your office administrator must set up a “User Account. The ERO will need to fill out the account information tab (this is the first page that comes up for a standalone office). Enterprise Office Manager—Bank applications, account information, and other banking functions are now managed through the Enterprise Office Manager (EOM). I want to change/reset my password Drake Software Enrollment Process for TY 2020 Fee Collect Program Go to the Enterprise Office Manager (EOM) at https://eom. From reviewing the required settings to customized options and correspondence, these tutorials will explain how to get the software ready for a new tax season. com/ If you’ve completed your online Drake bank application through the Enterprise Office Manager (EOM), click Retrieve to import your banking information directly from the bank application. Access Drake User Manager to manage your Drake Software account and related features. Note: User ID and Password are case sensitive. Then go to enrollment>bank application: Select Refundo from the drop down menu. 1040. com/ Reporting – Stay on top of the workflow of your office. Manage user accounts and permissions efficiently within Drake Software's ecosystem. drakesoftware. Secure login portal for accessing Drake Software Knowledge Base. Client, EF, and Scheduler reports – View and print reports on data entry, return statuses, e-filing, preparer appointments, and more Manage user accounts and permissions efficiently within Drake Software's ecosystem. Securely sign in to access and manage your Drake Software user account and services. Go to the EOM - Enterprise Office Manager and enter your login credentials. Non-admin users only have three options on the left: Applications, My Account, and Log Out. Admin users have four sections (shown above): Applications, My Account, Manage Accounts, and Log Out. com, My Account > Bank Application), or go to eom. DrakeSoft-ware. Nov 3, 2025 · You can send CSM data to Drake Software through the EF Process (Setup > Options> EF> Upload Client Status Manager data to Drake for web-based reporting) so you can combine and review many offices' CSM data in the Multi-Office Manager (MOM). Dec 23, 2025 · The Drake User Manager website will log a user out after 10 minutes of inactivity. Setup Tutorial Learn how to set up Drake Software to meet the needs of your office. ” Manage and oversee payment processes efficiently with Drake Pay Manager. Drake Software Enrollment Process for TY 2020 Fee Collect Program Go to the Enterprise Office Manager (EOM) at https://eom. Track and analyze demographics, return status, payments, billing information, and more. ayjn dxjpu ofpis zctj ahtsff otreobu drs ohwr hhzd yajnu