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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:
Firm Setup
Enter information about your firm prior to processing tax returns.
Macros
Easily create and use macros to speed up repeated tasks, such as automating the creation of Form 2848 for every completed return. [CC]
Auto Updates (2018 -Current)
Learn about Drake Tax’s automatic updates feature. [CC]