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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. [CC]

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]

Macros

Easily create and use macros to speed up repeated tasks, such as automating the creation of Form 2848 for every completed return. [CC]

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