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:
Is your firm considered single-user or multi-user? This video explains the differences and provides examples of each scenario
Manage your Drake account, manage users, downloads and access other resources online.
See how Drake Portals, Workflow, and E-Sign work together to streamline document exchange, return tracking, and electronic signatures.