Drake Software Updates

  • 5 Powerful New Features in Drake Portals That Make Tax Season Easier

    As tax professionals look for ways to streamline their workflow and enhance client experience, Drake Portals® continues to evolve with features designed to help simplify and accelerate the tax preparation process.  Here’s what’s coming soon: 1. Fresh New Look for Tax Preparers and Taxpayers The document checklist (a checklist designed by tax preparers to organize and…

  • Bank Products for Tax Professionals

    What Are Bank Products? Bank products are financial services tax professionals offer to help clients access their refunds faster and help pay for tax prep services. These products are typically facilitated through third-party banks and are fully integrated into your professional tax software. Common bank products include: Why Offer Bank Products in Your Tax Office?…

  • Reminder: Bank Enrollment is Open

    Enrollment is open for the tax year 2025 Drake Software bank partner programs. Bank products offer a variety of opportunities to build your business and enhance customer value.  Bank Partners Drake Software makes it simple to offer your clients flexible pay-by-refund solutions with no upfront payments, flexible refund options, and quick cash with refund advances.…

  • SMS Now Available for MFA

    Great news! SMS text messaging is now available as a method for multi-factor authentication (MFA). Previously, MFA required an authenticator app. With this update, you can now choose to receive your authentication code via text message during login, offering a more convenient option without compromising security. You must Opt-In to receive SMS for MFA. The…

  • Workflow Tax Year Toggle Now Available

    We’re excited to share an update that gives you more flexibility and clarity when managing client work in Drake Hub. The Workflow year toggle is now live on the Workflow tab in Drake Hub, allowing you to easily switch between Tax Year 2024 (TY24) and Tax Year 2025 (TY25). What’s new This update is designed to make…

  • 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…

  • Bank Products and Mobile Payment Apps

    Bank Products and Peer-to-Peer Apps: What Tax Pros Need to Know As tax season approaches, clients increasingly want fast, flexible options for receiving their tax refunds. While bank products remain a trusted method used by tax professionals for years, peer-to-peer (P2P) payment apps like Cash App®, Venmo®, and PayPal® are becoming more popular—especially among younger…

  • 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…

  • Drake Workflow: Smarter Tools to Keep Your Tax Office Moving

    Tax season can be overwhelming. Between juggling client files, assigning tasks, and making sure nothing slips through the cracks, it’s easy to feel like you’re running on spreadsheets and sticky notes. That’s why we built something new: Drake Workflow. Drake Workflow brings your favorite Drake Software® tools together to help you and your team stay…