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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. [CC]

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

Preparer Setup

Grant preparer status to office staff who will be preparing tax returns. [CC]