Drake Software Updates
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Connect Portals, Workflow, and E-Sign into one streamlined system!
If you’re using multiple tools with Drake, there’s an opportunity to simplify and work even more efficiently. Join our webinar on May 7th to see what’s new. Introducing Drake Practice Essentials. And now, Workflow is officially out of beta — making it even easier to standardize and scale your processes. Sign up for our upcoming…
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IRS Update
Beginning with Tax Year 2025, the IRS has made important updates to certain federal acceptance alerts. In some situations that previously resulted in a rejection, the IRS will now accept the return and issue an alert instead. Two key updates include alerts regarding dependents already claimed on another return and potential delays for refunds issued by paper…
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New feature announcement: Centralized notifications!
In our continuous effort to improve user experience, we are unveiling a centralized Notifications feature in Drake HubTM. This feature is designed to elevate the visibility of critical workflow events through a cohesive and intuitive interface. This innovative framework will initially focus on in-app notifications, ensuring that users are promptly informed of high-value information that…
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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…
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Eliminate Task Confusion and Keep Every Return Moving — See Workflow in Action!
Join us for a guided tour of the new Workflow and see how you can eliminate task confusion, improve team accountability, and keep every return moving smoothly from intake to e-file. Manage your season with clarity and control. Watch the previously recorded webinar here.
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Featured Webinar: Best Practices for Extensions
Tax extensions don’t have to mean stress or last-minute chaos. During this webinar, you’ll learn: – practical strategies for managing extensions work – keeping clients informed, and – staying organized through final filing deadlines. If you’re ready to work smarter—not longer—this webinar is for you. Complete the form below to access the on-demand recording and…
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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…
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Webinar: Document classification improvements to portals
Register for our upcoming webinar to learn more. See how Drake Portals updates coming this month will help you collect documents faster with automated organization and built-in task tracking.
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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…
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Due to severe weather, some services may be temporarily disrupted
This includes customer support, our websites, and e-filing services. Thank you for your understanding. Service Updates During Winter Storm Fern Winter Storm Fern is expected to impact much of the eastern United States, bringing significant snow, ice, and the potential for power outages across affected areas. As a result, some Drake Software services may experience…