Export docs from Drake

Migrating client documents to TaxDome is simple. Follow this guide to smoothly transition from Drake while preserving your clients’ folder structures. Then, you will be able to upload documents to TaxDome in bulk. To export documents from Drake, download an archive with your clients’ folders to your computer and unzip it. Let’s examine these steps in more detail.

1. Open the  Drake Documents program and navigate to Setup > Data locations.

2. Find the location by looking in the Archive cabinet data path field. 

All folders will be loaded in alphabetical folders A, B, C, etc., in your specified location. Then, within each folder are the clients starting with that letter, with years listed below with subfolders and files.

├── A/

│ ├── Adam Smith/
│ ├── Alex Carter/
├── B/
│ ├── Bella Morgan/
│ ├── Ben Cooper/
and so on.

3. Get rid of alphabetized folders. To do this, move all client folders to one common folder.

├── Adam Smith/ ├── Alex Carter/
├── Bella Morgan/ ├── Ben Cooper/
and so on.

That’s it with export. To continue migrating documents to TaxDome, import CRM data , and then proceed with a bulk upload to client accounts.

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