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. [CC]
Other videos in this category:
Enter information about your firm prior to processing tax returns.
Add a layer of security to your practice by using multi-factor authentication to authenticate users in Drake Tax. [CC]
Easily create and use macros to speed up repeated tasks, such as automating the creation of Form 2848 for every completed return. [CC]