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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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MFA in Drake Tax

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

Installing state programs

State programs are available on the January release of Drake Tax. Once available, states can be installed during installation of the software or, from Tools menu in the software.

Firm Setup

Enter information about your firm prior to processing tax returns.