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Preparer Setup
Grant preparer status to office staff who will be preparing tax returns.
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Other videos in this category:
Drake Tax Setup
Software Customization
Software Navigation
Auto Updates (2018 -Current)
Learn about Drake Tax’s automatic updates feature.
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MFA in Drake Tax
Add a layer of security to your practice by using multi-factor authentication to authenticate users in Drake Tax.
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Setup Assistant
This guide will teach you how to complete the Setup Assistant screen that launches when first opening Drake Tax.