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Administrative Options Setup

Customize the software to suit your practice’s needs using administrative-level controls to change data entry screens, adjust billing and payment options, and more.

Other videos in this category:

e-File Password Setup

How to setup e-File Passwords. [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]

MFA in Drake Tax

Add a layer of security to your practice by using multi-factor authentication to authenticate users in Drake Tax. [CC]