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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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Preparer Setup

Grant preparer status to office staff who will be preparing tax returns.

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.

Drake Software Installation

Gain insight into the straight forward installation process of Drake Tax, Drake Documents, and Drake Scheduler