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:
Follow these instructions to complete ERO setup to begin filing returns electronically.
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]
Learn about Drake Tax’s automatic updates feature. [CC]