![]() 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): Locate the Email section and select the appropriate email provider (Outlook in this example).Open the Windows start menu and choose Settings.It is set as the default Windows email program, described below.It is MAPI-compliant (Messaging Application Program Interface). ![]() Your installed email program will work in Drake Software View mode, Drake Documents, Drake Scheduler, and the PCM (Drake22 only) if it meets these conditions:
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