Drake Software

  • Drake Pay™ Got Even Better: Now Offering ACH as a Payment Option

    In addition to Drake Refund Pay, credit and debit payment options, Drake Pay now offers Automated Clearing House (ACH) as another secure form of payment. For tax professionals and Electronic Return Originators (EROs), integrating ACH payments through Drake Pay is another convenient way to take payment and replace paper checks. In 2024, same-day ACH payment…

  • Drake Refund Pay™ is Here: A No-Cost-to-Client “Pay-by-Refund” Option

    Are you ready to make your tax preparation service even more appealing to clients? Drake Refund Pay allows clients to pay tax prep fees directly from their refund at no cost to them, making your preparation services easier, more affordable, and more attractive for them. Here’s how integrating pay-by-refund can benefit your business and your…

  • 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…

  • Bank Products: Payment & Account Solutions for Tax Pros

    Tax preparers wield significant influence when it comes to ensuring accurate and compliant returns for their clients. While our expertise lies in navigating complex tax codes and filing returns, it’s crucial to also consider the role of banking products in streamlining operations and optimizing financial management. Efficiently managing financial transactions, organizing records, and safeguarding clients’…

  • Meet Drake Pay: an Integrated Payment Processing Solution

    Drake Software® is excited to introduce Drake Pay™, a payment integration solution that works seamlessly with Drake’s suite of software products. This solution allows our customers to accept payments from their clients effortlessly and directly in their tax preparation workflow.   Why Drake Pay? Payment Options Your Clients Expect  Drake Pay gives you the freedom to…

  • Drake Software Update Schools 2023

    Drake Software® Update Schools return this year in 4 U.S. cities plus our hometown of Franklin, NC! Experts from Drake Software including Chief Revenue Officer John Sapp, CPA; Director of Education Christine Reynolds; Software Trainer Ann Campbell, CPA, CIA and many others; along with industry experts Randy Adams, EA and Director of the Stakeholder Liaison organization…

  • Now Available: DrakeCPE 2023 AFTR Course!

    As an IRS-approved continuing education provider, we know that preparing for the upcoming filing season requires more than updating your professional tax preparation software. That’s why our education specialists work tirelessly to deliver self-study and on-demand continuing education courses. We’re proud to announce that the Drake Software 2023 Annual Federal Tax Refresher Course (AFTR) is now…

  • Drake Accounting® Makes Bookkeeping Easy

    Welcome to the third blog in our three-part series highlighting Drake Accounting features that can help you better serve clients! This week, we are focusing on the accounting module in our integrated, full-scale accounting software. From initial client setup to posting transactions, professional accountants need simple, efficient software that helps address each client’s unique financial…

  • Provide Payroll Services with Drake Accounting

    Welcome to the second in our three-part series highlighting Drake Accounting features that can help you better serve clients! This week, we are focusing on payroll features in our integrated, full-scale accounting software. Many tax offices first dabble in accounting services by providing payroll for existing business clients. This transition is built upon the trust…

  • E-File Employer Forms with Drake Accounting

    Welcome to the first in our three-part series highlighting Drake Accounting features that can help you better serve clients! This week, we are focusing on how our integrated, full-scale accounting software supports electronic filing for employer forms. Small-business clients are the cornerstones of many tax and accounting practices across the country. Having efficient, feature-rich accounting…