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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:

Macros

Easily create and use macros to speed up repeated tasks, such as automating the creation of Form 2848 for every completed return.

Data Locations

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

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