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Macros

Easily create and use macros to speed up repeated tasks, such as automating the creation of Form 2848 for every completed return.

Other videos in this category:

Grant preparer status to office staff who will be preparing tax returns.

See how Drake Portals, Workflow, and E-Sign work together to streamline document exchange, return tracking, and electronic signatures.

Single office accounts can manage their Drake account, manage users, downloads and access other resources from Drake Hub.