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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.

Other videos in this category:

Setup Assistant

This guide will teach you how to complete the Setup Assistant screen that launches when first opening Drake Tax.

Preparer Setup

Grant preparer status to office staff who will be preparing tax returns.

ERO Set Up Screen

Follow these instructions to complete ERO setup to begin filing returns electronically.