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Drake Software Installation

Gain insight into the straight forward installation process of Drake Tax, Drake Documents, and Drake Scheduler

Other videos in this category:

Masking ID Numbers

Redact SSN, EFIN, and PTIN on printed return sets.

Preparer Setup

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

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.