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Firm Setup

Enter information about your firm prior to processing tax returns.
Other videos in this category:
Quick Start Tutorial
Get started with Drake Tax by following the directions found in the quick start tutorial.
Installing state programs
State programs are available on the January release of Drake Tax. Once available, states can be installed during installation of the software or, from Tools menu in the software.
Drake Software Installation
Gain insight into the straight forward installation process of Drake Tax, Drake Documents, and Drake Scheduler