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Email Setup

Configure email settings for your entire office or allow individual settings per user.
Other videos in this category:
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.
Firm Setup
Enter information about your firm prior to processing tax returns.
Setup Assistant
This guide will teach you how to complete the Setup Assistant screen that launches when first opening Drake Tax.