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Setup Assistant

This guide will teach you how to complete the Setup Assistant screen that launches when first opening Drake Tax.
Other videos in this category:
Setup Options
Drake Software offers the ability to setup and customize your software to fit the workflow for your tax practice using integrated options and features.
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.
Data Locations
Set up Drake to be used on a standalone computer or an office network.