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:
Grant preparer status to office staff who will be preparing tax returns. [CC]
Add a layer of security to your practice by using multi-factor authentication to authenticate users in Drake Tax. [CC]
Drake Software offers the ability to setup and customize your software to fit the workflow for your tax practice using integrated options and features. [CC]