Product Updates

  • One Bundle, Total Tax Workflow Efficiency: Drake Practice Essentials for Tax Professionals

    Get a fully connected tax software system that helps you run your business more efficiently while saving money.  With our tax software bundle, you don’t just get tools—you gain a smarter way to work.  What is Drake Practice EssentialsTM?  The Practice Essentials Bundle (URL to bundles page) brings together the tools you need to run a more efficient, connected tax practice:  Plus, Drake PayTM is seamlessly integrated and…

  • 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…

  • A Smarter, Faster, Tax Pro Experience: What’s New in the Latest Drake Portals® Update 

    We’ve rolled out a series of updates in Drake Portals® designed to make your day-to-day workflow smoother, faster, and more intuitive. From improved navigation to enhanced file management, every change is focused on helping you work more efficiently and stay organized with little to no manual effort. Streamlined Navigation  Getting where you need to go is now quicker than ever.…

  • Drake Portals® just got better! 

    Our latest updates improve navigation and file organization, helping you work faster, stay organized, and spend little to no time on manual tasks. To learn more, sign up for our webinar on May 14th

  • 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…

  • 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…

  • 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…

  • 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.

  • 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.