Drake eom office manager. Access the EOM from the Drake Support site (Support. Secure login portal for accessing Drake Software Knowledge Base. Dec 23, 2025 · The Drake User Manager website will log a user out after 10 minutes of inactivity. The ERO will need to fill out the account information tab (this is the first page that comes up for a standalone office). com/ Reporting – Stay on top of the workflow of your office. Track and analyze demographics, return status, payments, billing information, and more. drakesoftware. Choose from more than 100 built-in reports, or use the Report Manager to quickly create your own custom report. com. ” Manage and oversee payment processes efficiently with Drake Pay Manager. 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. Drake Software Enrollment Process for TY 2020 Fee Collect Program Go to the Enterprise Office Manager (EOM) at https://eom. Go to the EOM - Enterprise Office Manager and enter your login credentials. . 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). Note: User ID and Password are case sensitive. com, My Account > Bank Application), or go to eom. Non-admin users only have three options on the left: Applications, My Account, and Log Out. Manage user accounts and permissions efficiently within Drake Software's ecosystem. Drake User Manager facilitates seamless access and management of user accounts for Drake Software applications and services. Complete form with your tax office information. Setup Tutorial Learn how to set up Drake Software to meet the needs of your office. 1040. Access Drake User Manager to manage your Drake Software account and related features. 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. Admin users have four sections (shown above): Applications, My Account, Manage Accounts, and Log Out. 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. Securely sign in to access and manage your Drake Software user account and services. DrakeSoft-ware. Then go to enrollment>bank application: Select Refundo from the drop down menu. 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. 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. Enterprise Office Manager—Bank applications, account information, and other banking functions are now managed through the Enterprise Office Manager (EOM). igfud iaahjcy aqc zwt cxqglr bmmaqo blsm hjrz gjsxp cbaykij