Business Strategy

As a tax professional, you are likely familiar with how learning and development are ingrained, necessary functions of your role. Additionally, no matter if you serve clients within a firm or as a freelance tax preparer, you may wish for a sense of professional community that can support you in times of complexity or challenge.…

In your role as a tax preparer, you want to maintain current and accurate certifications, not only for compliance of your career with governmental regulations but also to preserve your professional standing as a service provider to your clients. We at Drake Software recognize this need for clarity regarding certifications and have compiled a guide…

At Drake Software, we understand the necessity of having the right tools to maintain efficiency and seamlessness in your tax preparation services. In addition to utilizing our optimal tax software, one of the best resources in your arsenal is a reliable and accessible laptop computer that enables your success. We’ve prepared an extensive how to…

As a tax preparer, developing equitable and pragmatic pricing for your services is vital for maintaining sustainability and utility. While striking a balance between offering value and maintaining your financial well-being can be challenging, we at Drake Software want to equip you with the confidence to establish effective pricing for your business. Read on to…

As a tax preparer, maintaining a thorough record of resources is vital for efficiency and achievement in your role. In addition to necessary and potentially frequent contact with the Internal Revenue Service (IRS) via phone, you will likely need to establish connections with other tools and websites that contribute to your success as a tax…

Tax professionals play a crucial role in assisting individuals and organizations in navigating the complexities associated with maintaining accurate financial records and adequately submitting their taxes. Most tax preparers are detail-oriented, organized, and excel in working with numbers; whether you are seeking more general information or have experience you want to translate into a professional…

Artificial intelligence (AI) is regularly a hot topic in the news, and you may have recently heard about Open AI, Generative AI, or specific products like ChatGPT. As a tax and accounting professional, you might be asking, “What does all of this mean, and should I care?” To answer those questions, let’s take a look…

In the ever-evolving industry of tax preparation services, tax preparers must employ efficient marketing strategies to distinguish themselves from competitors. This blog post explores a comprehensive range of marketing techniques specifically tailored for tax preparers, equipping them to reach a wider audience, establish credibility, and ultimately boost their client base. By leveraging the power of…

While maintaining up-to-date records of requirements set forth by the IRS can often be arduous, we at Drake Software hope to alleviate this and present concise, relevant information that is crucial for you as a tax preparer. For your ease, we’ve composed a comprehensive overview of the IRS requirements for Continuing Professional Education (CPE) for…

As a tax professional, having an online interface is a necessary feature in the twenty-first century to increase your accessibility and reliability. Creating a website is the simplest and most effective way to attract new clients and establish your online presence. Here are ten suggestions for creating a productive and attainable website for your clients:  1.…