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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.
Other videos in this category:
Setup Options
Drake Software offers the ability to setup and customize your software to fit the workflow for your tax practice using integrated options and features.
Administrative Options Setup
Customize the software to suit your practice’s needs using administrative-level controls to change data entry screens, adjust billing and payment options, and more.
Macros
Easily create and use macros to speed up repeated tasks, such as automating the creation of Form 2848 for every completed return.