Go to Support Site

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:

Email Setup

Configure email settings for your entire office or allow individual settings per user.

Data Locations

Set up Drake to be used on a standalone computer or an office network.

Drake Tax – Practice Essentials Overview (NEW)

See how Drake Portals, Workflow, and E-Sign work together to streamline document exchange, return tracking, and electronic signatures.