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:

Single User vs. Multi-User Versions of Drake Tax

Is your firm considered single-user or multi-user? This video explains the differences and provides examples of each scenario

Masking ID Numbers

Redact SSN, EFIN, and PTIN on printed return sets.

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.