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Firm Setup

Enter information about your firm prior to processing tax returns.
Other videos in this category:
Masking ID Numbers
Redact SSN, EFIN, and PTIN on printed return sets.
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
Email Setup
Configure email settings for your entire office or allow individual settings per user.