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:
Add a layer of security to your practice by using multi-factor authentication to authenticate users in Drake Tax.
See how Drake Portals, Workflow, and E-Sign work together to streamline document exchange, return tracking, and electronic signatures.
Is your firm considered single-user or multi-user? This video explains the differences and provides examples of each scenario