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Quick Start Tutorial

Get started with Drake Tax by following the directions found in the quick start tutorial.
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.
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.