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:
Easily create and use macros to speed up repeated tasks, such as automating the creation of Form 2848 for every completed return.
Get started with Drake Tax by following the directions found in the quick start tutorial.
Configure email settings for your entire office or allow individual settings per user.