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Preparer Setup

Grant preparer status to office staff who will be preparing tax returns. [CC]
Other videos in this category:
Masking ID Numbers
Redact SSN, EFIN, and PTIN on printed return sets. [CC]
Software User Passwords
Drake Tax Software User Passwords. [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]