Preparer Setup

Grant preparer status to office staff who will be preparing tax returns. [CC]
Other videos in this category:
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.
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]
Learn about Drake Tax’s automatic updates feature. [CC]