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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.

Installing state programs

State programs are available on the January release of Drake Tax. Once available, states can be installed during installation of the software or, from Tools menu in the software.

Drake Software Installation

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