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Firm Setup

Enter information about your firm prior to processing tax returns.
Other videos in this category:
Auto Updates (2018 -Current)
Learn about Drake Tax’s automatic updates feature. [CC]
Data Locations
Set up Drake to be used on a standalone computer or an office network. [CC]
MFA in Drake Tax
Add a layer of security to your practice by using multi-factor authentication to authenticate users in Drake Tax. [CC]