03. Set Up Tax Year
Covers ERO, firm, and preparer setup, pricing, and admin settings for each tax year.
Other videos in this category:
Learn how to use the Tax Planner in Drake Tax Online.
See how Drake Portals, Workflow, and E-Sign work together to streamline document exchange, return tracking, and electronic signatures.
Shows how to add preparers and link their profiles to the Drake Tax Online Dashboard.