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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:

Quick Start Tutorial

Get started with Drake Tax by following the directions found in the quick start tutorial.

Installing state programs

State programs are available on the January release of Drake Tax. Once available, states can be installed during installation of the software or, from Tools menu in the software.

Drake Tax – Practice Essentials Overview (NEW)

See how Drake Portals, Workflow, and E-Sign work together to streamline document exchange, return tracking, and electronic signatures.