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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.

Drake Online Account for Multi Office

Manage your Drake account, manage users, downloads and access other resources online.

MFA in Drake Tax

Add a layer of security to your practice by using multi-factor authentication to authenticate users in Drake Tax.