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:
Is your firm considered single-user or multi-user? This video explains the differences and provides examples of each scenario
Customize the software to suit your practice’s needs using administrative-level controls to change data entry screens, adjust billing and payment options, and more.
Learn how to setup and configure user accounts.