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:
This guide will teach you how to complete the Setup Assistant screen that launches when first opening Drake Tax.
Manage your Drake account, manage users, downloads and access other resources online.
Drake Software offers the ability to setup and customize your software to fit the workflow for your tax practice using integrated options and features. [CC]