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Administrative Options Setup

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.

Other videos in this category:

Masking ID Numbers

Redact SSN, EFIN, and PTIN on printed return sets. [CC]

Single User vs. Multi-User Versions of Drake Tax

Is your firm considered single-user or multi-user? This video explains the differences and provides examples of each scenario

Auto Updates (2018 -Current)

Learn about Drake Tax’s automatic updates feature. [CC]