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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.
Preparer Setup
Grant preparer status to office staff who will be preparing tax returns.
Drake Online Account for Multi Office
Manage your Drake account, manage users, downloads and access other resources online.