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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.

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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.

ERO Set Up Screen

Follow these instructions to complete ERO setup to begin filing returns electronically.

Installing state programs

State programs are available on the January release of Drake Tax. Once available, states can be installed during installation of the software or, from Tools menu in the software.