Go to Support Site

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:

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.

Masking ID Numbers

Redact SSN, EFIN, and PTIN on printed return sets.

Macros

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