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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:

Preparer Setup

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

Macros

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

Setup Assistant

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