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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.

Other videos in this category:

Macros

Easily create and use macros to speed up repeated tasks, such as automating the creation of Form 2848 for every completed return.

Drake Software Installation

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

Preparer Setup

Grant preparer status to office staff who will be preparing tax returns.