Drake Software Updates

  • 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…

  • 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.

  • 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…

  • 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…

  • 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 —…