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:
Gain insight into the straight forward installation process of Drake Tax, Drake Documents, and Drake Scheduler
Add a layer of security to your practice by using multi-factor authentication to authenticate users in Drake Tax.
Set up Drake to be used on a standalone computer or an office network.