Go to Support Site

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:

Data Locations

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

Drake Online Account

Single office accounts can manage their Drake account, manage users, downloads and access other resources from Drake Hub.

Preparer Setup

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