tungvu256 Posted September 30, 2022 Report Share Posted September 30, 2022 I am using Drake Tax Federal 2021, 2020, and 2019 on my laptop A. how can my secretary enter basic information for clients on laptop B so that i can finish all the work on my laptop A? Quote Link to comment Share on other sites More sharing options...
JRS Posted October 1, 2022 Report Share Posted October 1, 2022 I am not positive, but I would think you would need a second license for laptop B. Quote Link to comment Share on other sites More sharing options...
jklcpa Posted October 2, 2022 Report Share Posted October 2, 2022 The license is per EFIN per location, so if the secretary of the licensee is working at the same location and the laptops stay in one location, installation is allowed on both laptops. Secretary should be set up as a separate user with her own log-in and password, not granted admin privileges, and I believe the primary administrator can choose to further limit what the secretary has access to. Ideally the the laptops are networked, otherwise if standalones each data file worked on would have to be manually transferred between machines, at least I *think* that is possible. It would be best to check directly with Drake support. Here's the part of the license agreement that covers the EFIN/site location issue: Quote 3. Conditions a. Installation Limitations: A separate licensed copy of the Software must be purchased for each EFIN that is used to log in and transmit returns. Licensee shall limit the use of the Software to one Site per license. The license must be registered to a particular Site and may only be used by Authorized Users primarily working out of such Site. Upon request, Licensee agrees to provide to Drake complete records of the location of any Site, and the number of copies of the Software in use at that Site. This Agreement specifically prohibits access of the Software remotely from non-licensed Sites, with all remote usage requiring an additional license and Authorized User for each remote location outside the Site. 1 Quote Link to comment Share on other sites More sharing options...
Lee B Posted October 2, 2022 Report Share Posted October 2, 2022 The only other option would be to pay Drake to host the program so that both of you have online access. I considered that option several years ago when their fee for hosting was $50 per month but now I believe Drake's fee to host the program has doubled so that's too expensive for me. Quote Link to comment Share on other sites More sharing options...
Catherine Posted October 14, 2022 Report Share Posted October 14, 2022 Yes, the two laptops have to be networked. Quote Link to comment Share on other sites More sharing options...
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.