![]() No option selected - preparers can set up and use only their own individual email accounts.The three option boxes are general settings that apply to all preparers.Log in as ADMIN and go to Help > Email > Setup > ADMIN Options. You control who uses an Office email account or a Preparer email account.See "Add Account" later for more information about email account setup. Click Test Settings to make sure the setup works. On the Account Settings dialog box, click Add Account, select the account type, click OK and complete setup on the Add Account dialog box. On the Home window, go to Help > Email > Setup > Accounts. A Preparer account - Direct the preparer to log in and complete these steps.When you complete office account setup, turn the account on by selecting Use Office Email Account ( Help > Email > Setup > Accounts).Select the account type, click OK and complete setup on the Office Account dialog box. On the Home window, go to Help > Email > Setup > ADMIN Options.Click Add Account, select the account type, click OK and complete setup on the Add Account dialog box. You can set up third-party email accounts for three kinds of users - ADMIN, office and preparer.If your email provider still supports third-party access, follow the steps below to configure your email in Drake Tax. The list of affected email providers includes, but is not limited to, the following: AOL, Yahoo, GoDaddy, and Microsoft Office 365. Consequently, certain email addresses can no longer be configured for use inside Drake Tax. Unfortunately, some email providers are no longer allowing access to full functionality outside of their own program or website. ![]() We know that an efficient workflow is important to your business and have always tried save you a step by configuring the email of your choice inside Drake Tax. Third-Party Email Account Setup in Drake Tax Note that when you are sending a client an email from view mode, you can also choose the option to Email to Client (using Windows default email):
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