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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:

Auto Updates (2018 -Current)

Learn about Drake Tax’s automatic updates feature. [CC]

Macros

Easily create and use macros to speed up repeated tasks, such as automating the creation of Form 2848 for every completed return. [CC]

Email Setup

Configure email settings for your entire office or allow individual settings per user. [CC]