Dear Customer,

Thank you for choosing Drake Tax for the upcoming season.

Our records indicate you have chosen our new Single User version of Drake Tax.

As a reminder, the Single User version is limited to one user and one firm. This version is for businesses with one tax return preparer (PTIN holder) only.

Firms with more than one tax preparer should purchase the Multi-User version.

Not sure if your staff are categorized as Users? Use the guidelines below:

• Users: Anyone with a PTIN who prepares or substantially aids in preparing tax returns.

• Non-Users: Support staff, including staff members who perform tasks such as data entry, scheduling, reporting, client services, intake, and managing client information.

If your business makeup aligns with the functionality supported in the Single User version of Drake Tax, you are good to go!

If you find your business structure necessitates an upgrade to the Multi-User version, our Order Management team would be happy to answer your questions and provide assistance.

Please contact Order Management by:

• Email: Accounting@DrakeSoftware.com

• Phone: 828-349-5900

We look forward to serving you this tax season.

The Drake Software Customer Success Team