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Firm Setup

Enter information about your firm prior to processing tax returns.
Other videos in this category:
Email Setup
Configure email settings for your entire office or allow individual settings per user.
Drake Software Installation
Gain insight into the straight forward installation process of Drake Tax, Drake Documents, and Drake Scheduler
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