Drake Software

  • 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…

  • Drake Software and Area Schools Send Christmas Cards to Local Veterans, Law Enforcement

    Drake Software and Macon County schools produced more than 3,000 Christmas cards for the American Red Cross (ARC) Holiday for Heroes project and more than 100 cards for the second annual Holiday Cards for Cops program. For both projects, Drake Software distributed supplies to participating schools, where faculty and staff held card-creating events for students.…

  • Meta Financial Group Acquires EPS Financial

    Last week, Meta Financial Group, Inc. and its subsidiary, MetaBank, announced the acquisition of EPS Financial LLC, a wholly-owned subsidiary of Drake Enterprises, Ltd.

  • Drake Software Classroom Training and CPE Opportunities

    April 18 – or April 19 for preparers in Maine and Massachusetts – doesn’t actually mean the end of tax-related work.

  • Tax Update Classes

    Every year it seems like Congress waits until the last minute to make changes to the tax code. Lately, many of the changes are retroactive, as changes are made in December that affect the current tax year, only to expire a few days later, on December 31.  This environment of uncertainly and change makes it…

  • Annual Federal Tax Refresher (AFTR) Course Now Available

    Drake now offers everything you need to earn your Record of Completion through the IRS’s voluntary Annual Filing Season Program (AFSP). You can complete the Annual Federal Tax Refresher (AFTR) course and all the other training needed to satisfy the continuing education requirements of the AFSP through Drake’s e-Training Center, DrakeETC.com. To register for the…

  • Drake Update Schools…

    It’s been an active year of change for tax preparers, with a new voluntary certification program for tax preparers, the effects of the Affordable Care Act, and substantial other changes to tax laws. To keep pace with these changes, Drake Software recommends that you attend one of our annual update schools. In addition to the…

  • IRS Releases Draft Versions of New Affordable Care Act Forms

    As a tax software company, we get excited when the IRS releases a new form for the upcoming season.  Forms drive our development cycle, and the earlier we can get our hands on them, the better. The Affordable Care Act forms have created heightened anticipation this year, and when the draft versions were finally posted…

  • Drake Supports Tax Preparers in Spanish

    This article is available en Español   While the English language is the most common spoken at home in the United States (by roughly 85 percent of households, according to the most recent census data), there are six other languages spoken in this country by more than 1 million people each.  Of these, the one most…

  • Meet Phil Drake

    Founder, President & CEO of Drake Software,  Shares His Thoughts About The Tax Industry,  Technology, And Business.      What is the biggest challenge facing the tax professional today?  Compliance, compliance with the EIC rules, compliance with the Due Diligence Rules, compliance with the ACA (coming up). Those used to be the responsibility of the…