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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:

Single User vs. Multi-User Versions of Drake Tax

Is your firm considered single-user or multi-user? This video explains the differences and provides examples of each scenario

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.

e-File Password Setup

How to setup e-File Passwords.