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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.

e-File Password Setup

How to setup e-File Passwords.

Setup Assistant

This guide will teach you how to complete the Setup Assistant screen that launches when first opening Drake Tax.