Running Your Tax Practice
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Put Your Tax Experience to Work During Tax Season at Drake Software®
Bring Your Tax Experience to Drake Software® Tax season brings complex questions and tight deadlines for tax professionals across the country. Behind the software they rely on is a team working to help get through one of the busiest times of the year. If you have tax preparation experience, your knowledge could help support that…
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Free Download: Tax Preparation Workflow Tips for a Smoother Tax Season
A well-planned tax preparation workflow can help your practice stay organized when filing season gets busy. Ready to optimize your tax season? Download our free infographic and gain strategies to help cut down on manual tasks, catch issues earlier, protect client data, and move returns through your practice more efficiently. Complete the form below to…
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Marketing & Growth for Tax Professionals
How to Attract Better Clients, Build Trust, and Scale a Modern Tax Practice Why Marketing Matters in the Tax Industry Effective marketing isn’t just about getting more clients—it’s about getting the right clients, improving lifetime value, building trust, and establishing a reputation that accelerates word-of-mouth referrals. This guide breaks down the modern marketing strategies that may help…
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Free Download: What Tax Professionals Should Know About Today’s Gold Market
Gold has long been viewed as a safe-haven asset during periods of economic uncertainty. As inflation concerns, market volatility, and geopolitical events influence investor behavior, many taxpayers are buying, selling, or holding gold as part of a diversified investment strategy. For tax professionals, that can mean more questions from clients. Whether a client owns physical…
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Free Download: What are IRS Statistics Telling Us?
Refunds are larger. Self-prepared returns are increasing. More taxpayers are using digital services. But what do these trends mean for your firm? What does the latest IRS filing season data mean for your clients, your practice, and the future of tax preparation? From the growth of self-prepared returns to rising refund amounts and increased reliance…
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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…
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Why Valuable Customer Support Matters in Tax Software
Tax professionals depend on software for return preparation, e-filing, document management, client communication, and compliance updates. But even the most advanced software solution is only as strong as the support behind it. Whether you’re an independent preparer, a growing firm, or an established multi-office practice, understanding what to look for in tax software customer support…
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Remote Work for Tax Pros in 2026: It’s About Process, Not Location
Remote work is no longer a temporary setup for tax professionals. For many firms, it is part of the standard workflow year-round. By 2026, the focus has shifted from simply “working from home” to creating secure, efficient, and client-friendly systems that support hybrid teams, digital collaboration, and compliance requirements. Most tax professionals already have the…
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Why Valuable Customer Support Matters in Tax Software
Tax professionals depend on tax software for return preparation, e-filing, document management, client communication, and compliance updates. But even the most advanced software solution is only as strong as the support behind it. Whether you’re an independent preparer, a growing firm, or an established multi-office practice, understanding what to look for in tax software customer…