• IRS Security Requirements for Tax Preparers

    IRS Security Requirements for Tax Preparers

    Safeguarding sensitive financial information and protecting clients’ personal data has become increasingly relevant in the tax industry. To help mandate…


  • Noncompliance for a Tax Preparer

    Noncompliance for a Tax Preparer

    As tax laws evolve and increase in complexity, maintaining compliance has become a fundamental cornerstone for success in the industry.…


  • Tax Preparer Questions for Clients

    Tax Preparer Questions for Clients

    For tax preparers, obtaining precise information from clients is necessary to properly compile and file their returns. Tax professionals can…


  • Checklist for Tax Preparers

    Checklist for Tax Preparers

    Amid the ever-changing rules and regulations within the tax industry, we at Drake Software understand the importance of consistency and…


  • Training for Tax Preparers

    Training for Tax Preparers

    Whether you are considering a career in tax preparation or seeking development opportunities for your existing role, being a successful…