Drake Software

  • New in Drake Tax Online®: Meet Drake SmartExtract (Beta) 

    Available July 10 for Drake Tax Online users  We’re excited to introduce Drake SmartExtract (Beta): a new AI-powered feature designed to reduce manual data entry and help you move through returns faster.  Beginning  July 10, Drake Tax Online (DTO) users can start using SmartExtract at no additional cost during the beta period. Desktop users—don’t worry—Drake Tax Desktop support is coming later this year.  Spend Less Time…

  • What’s New and What’s Next at Drake Software®: Looking Forward to Tax Year 2026 

    At Drake, we’re always working to make tax preparation easier, faster, and more connected for tax professionals. Here’s how.  As we build toward Tax Year 2026, we’re delivering meaningful improvements that make Drake products easier to access, simpler to use, and better connected.  These include integrations with Drake Tax Desktop, Drake HUB®, and Drake Workflow® that provide a unified sign-in experience; simplifying access,…

  • Drake Earns Top Honors in 2026 CPA Practice Advisor Readers’ Choice Awards 

    Drake Software® is proud to announce multiple top rankings in the 2026 CPA Practice Advisor Readers’ Choice Awards, earning recognition across several core tax and accounting technology categories.  This year, Drake earned the #1 position in five categories, reinforcing the company’s continued leadership in professional tax preparation and practice solutions.  Drake’s 2026 #1 Rankings  Drake received first-place…

  • Compare Professional Tax Software: New Updates in Drake Portals®

    We’ve rolled out a series of updates in Drake Portals® Built to streamline how you work each day, making tasks quicker, navigation easier, and processes feel more natural. With upgrades to how you move through the system and manage files, everything is geared toward boosting efficiency and keeping you organized with minimal hands-on effort. Learn…

  • Introducing Enhanced Alerts & Notifications Feature

      We are thrilled to announce the launch of an exciting new feature in Drake HubTM that directly responds to user feedback. In our continuous effort to improve user experience, we are unveiling a centralized Notifications feature, designed to elevate the visibility of critical workflow events through a cohesive and intuitive interface. This innovative framework…

  • New Feature: Smarter Document Collection That Identifies and Organizes Client Uploads 

    Designed to simplify secure document exchange and reduce administrative workload, this enhancement automatically identifies and organizes client-uploaded IRS forms and supporting documents. Instead of spending valuable time sorting, renaming, and reviewing files, your firm can rely on Drake Portals® to categorize documents accurately — helping you move returns through the preparation process more efficiently.  See how secure document…

  • IRS Research: Five IRS Tax Changes to Watch This Tax Season

    Tax professionals should start the 2026 filing season fully informed of the major shifts in tax law and IRS procedures. Many of this year’s key updates stem from the (OBBB) otherwise known as the Working Families Tax Cut Act, which enacted sweeping changes in 2025 that apply for returns due in April 2026.  Here are…

  • The New Drake Portals Experience: Designed for Tax Pros and Their Clients

    A smoother, smarter, and more connected way to collaborate with your clients is here. Drake Software® is excited to introduce the all-new Drake Portals® taxpayer experience — built to streamline communication, enhance visibility, and simplify your daily workflow. Why the New Experience Matters In today’s fast-paced tax environment, clients expect transparency, speed, and convenience —…

  • Drake Alert: Beware of Phishing Emails Asking for EFIN

    We have received reports of emails sent to users as themselves or from Gmail emails with the from sender name, as if they are Drake Software® and use language that looks like an IRS or Drake Software request for EFIN verification. These phishing messages are not from Drake Software. What’s Happening They are spoofed emails…

  • Drake Software: Empowering Tax Professionals with Comprehensive Solutions

    In today’s fast-paced tax and accounting world, professionals need more than just software — they need reliable tools, integrated solutions, and a partner who understands the evolving challenges of the industry. Let’s explore Drake’s products and services – your chance to see what’s ahead and stay ahead with Drake. Our products and how they can…