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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:

ERO Set Up Screen

Follow these instructions to complete ERO setup to begin filing returns electronically.

e-File Password Setup

How to setup e-File Passwords.

Setup Options

Drake Software offers the ability to setup and customize your software to fit the workflow for your tax practice using integrated options and features.