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Firm Setup

Enter information about your firm prior to processing tax returns.
Other videos in this category:
Macros
Easily create and use macros to speed up repeated tasks, such as automating the creation of Form 2848 for every completed return.
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.
Drake Online Account for Multi Office
Manage your Drake account, manage users, downloads and access other resources online.