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:
Is your firm considered single-user or multi-user? This video explains the differences and provides examples of each scenario
Easily create and use macros to speed up repeated tasks, such as automating the creation of Form 2848 for every completed return.
Single office accounts can manage their Drake account, manage users, downloads and access other resources from Drake Hub.