Preparer Setup

Grant preparer status to office staff who will be preparing tax returns. [CC]
Other videos in this category:
Get started with Drake Tax by following the directions found in the quick start tutorial.
Drake Software offers the ability to setup and customize your software to fit the workflow for your tax practice using integrated options and features. [CC]
Is your firm considered single-user or multi-user? This video explains the differences and provides examples of each scenario