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ERO Set Up Screen

Follow these instructions to complete ERO setup to begin filing returns electronically.
Other videos in this category:
Data Locations
Set up Drake to be used on a standalone computer or an office network.
Email Setup
Configure email settings for your entire office or allow individual settings per user.
Drake Tax – Practice Essentials Overview (NEW)
See how Drake Portals, Workflow, and E-Sign work together to streamline document exchange, return tracking, and electronic signatures.