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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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Macros

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

Drake Tax – Practice Essentials Overview (NEW)

See how Drake Portals, Workflow, and E-Sign work together to streamline document exchange, return tracking, and electronic signatures.

Preparer Setup

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