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Firm Setup

Enter information about your firm prior to processing tax returns.
Other videos in this category:
MFA in Drake Tax
Add a layer of security to your practice by using multi-factor authentication to authenticate users in Drake Tax. [CC]
ERO Set Up Screen
Follow these instructions to complete ERO setup to begin filing returns electronically.
Macros
Easily create and use macros to speed up repeated tasks, such as automating the creation of Form 2848 for every completed return. [CC]