Product Updates

  • 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 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…

  • 2025 Drake Tax® Planner: One Big Beautiful Bill Act Updates Unpacked

    As we gear up for the 2025 tax season, the Drake Tax Planner has been updated to reflect important provisions from the One Big Beautiful Bill Act, helping tax professionals quickly adapt and accurately model client scenarios. Here’s a breakdown of what’s new: 1. 100% Bonus Depreciation For assets placed in service after January 19,…

  • Drake Hub: Current Features and Upcoming Enhancements

    We’re making it a priority to keep you informed about the latest updates and what’s ahead. Here are a few highlights to keep you up to speed.  If you’re still getting familiar with Drake Hub, check out our previous webinar for a full overview of how it works and visit our recent Knowledge Base Articles.   Watch the…

  • Drake Tax Online™: A Smart Cloud-Based Option for New Tax Pros

    If you’re a new tax preparer looking for your first professional tax software, you’ve got options — but some of those options may not be built with new preparers in mind.  That’s where Drake Tax Online™ comes in.  Drake Software has launched a new web-based product that’s perfect for new preparers who want a fast,…

  • Drake Hub is Here

    Here’s what you need to know about this update and how it benefits your workflow.  What is Drake Hub? When logging in, you’ll now land on the Home tab of Drake Hub — your new control center for navigating the tools and tasks you use every day. This page provides a snapshot of your recent client…

  • Which Tax Prep Software Package is Right for You?

    Tax preparers understand the importance of efficiency, accuracy, and affordability when choosing professional tax preparation software. With tax laws constantly evolving and client needs varying, having the right tools at your disposal is paramount to success. One such tool that stands out in the realm of tax preparation software is Drake Tax®, our flagship product…

  • Drake Tax Feature Spotlight: Search Data Entry with the Selector Field

    In this series, learn about a few popular Drake Tax features and navigation tools that help you save time and stay productive.   Preparing tax returns is hardly a linear process. With data cross-referencing itself throughout both current and prior-year returns, navigation tools are vital to an efficient tax-prep workflow. The Drake Tax Selector Field…