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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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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.

MFA in Drake Tax

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