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09. Banking

Set up bank products and explore options for offering client payment and refund services.
Other videos in this category:
10. Tax Planner
Learn how to use the Tax Planner in Drake Tax Online.
03. Set Up Tax Year
Covers ERO, firm, and preparer setup, pricing, and admin settings for each tax year.
11. Return Charges
Learn how to view and manage return charges in Drake Tax Online.