Go to Support Site

Administrative Options Setup

Customize the software to suit your practice’s needs using administrative-level controls to change data entry screens, adjust billing and payment options, and more.

Other videos in this category:

Setup Assistant

This guide will teach you how to complete the Setup Assistant screen that launches when first opening Drake Tax.

Data Locations

Set up Drake to be used on a standalone computer or an office network.

Setup Options

Drake Software offers the ability to setup and customize your software to fit the workflow for your tax practice using integrated options and features.