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]
Is your firm considered single-user or multi-user? This video explains the differences and provides examples of each scenario
Single office accounts can manage their Drake account, manage users, downloads and access other resources from Drake Hub.