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Firm Setup

Enter information about your firm prior to processing tax returns.

Other videos in this category:

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.

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.