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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Follow these instructions to complete ERO setup to begin filing returns electronically.
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. [CC]
Gain insight into the straight forward installation process of Drake Tax, Drake Documents, and Drake Scheduler