Running Your Tax Practice

  • AI and Cybersecurity Trends Every Tax Professional Should Watch

    As the demand for digital tax services grows, so do the risks associated with protecting sensitive client data. At the same time, AI is also being used to strengthen cybersecurity defenses. For tax preparers, understanding this dual role is critical to maintaining a secure and compliant practice during peak filing season and beyond. The Role…

  • Version three coming soon: Desk Reference Guide for Tax Year 2025

    Stay Informed in a Year of Constant Tax Law Shifts ***We are still waiting for updated guidance*** With the IRS still developing instructions for Schedule 1-A and making revisions to previously released guidance—such as the updated figures in Rev. Proc. 24-40, along with several provisions still awaiting official regulations—tax professionals are navigating an unusually uncertain…

  • Essential Tax Documents Checklist for Your Clients with OB3 Updates

    Tax season can be overwhelming, but a well-organized checklist simplifies the process for both tax professionals and their clients. By ensuring clients gather the necessary documents ahead of time, tax preparers can save time, reduce errors, and improve efficiency. In addition to helping with annual filing, this year’s resources also include important information about the…

  • Beware of Unauthorized Drake Software Offers: How to Stay Protected

    Recently, one of our valued customers reported receiving a suspicious call from an unfamiliar number offering a “discounted” version of Drake Software. We want to make it absolutely clear: this offer was not legitimate. Here is how to stay informed and protected: Avoid Third-Party Software Offers If you receive unsolicited emails, calls, or messages offering…

  • The Smart Tax Pro’s Guide to Building and Marketing a Thriving Practice

    Get your copy of The Smart Tax Pro’s Guide to Building and Marketing a Thriving Practice Are you a tax professional looking to grow your client base, retain loyal customers, and make your firm stand out—without sacrificing time with your clients? We’ve got the perfect resource for you. Introducing The Smart Tax Pro’s Guide to…

  • Tax Practice Growth Insights from 900+ Tax Pros [Free Download]

    Learn from your peers and discover strategies to grow your own tax practice.  Expanding a tax practice requires a blend of strategy, innovation, and the ability to adapt. In a recent survey conducted by Drake Software, over 900 tax professionals shared their approaches to achieving business growth, offering a wealth of knowledge on what has…

  • Build Your Tax Practice: Value-Added Services for Tax Professionals

    Building a successful tax preparer business takes more than filing accurate returns.  If you’re looking to build a tax practice, the key is offering services that improve client experience and increase profitability.  From bank products and refund advances to payment processing, audit protection, and communication tools, here’s some ideas to help scale a tax preparation…

  • Is Drake Software Right for Your Tax Practice?

    Whether you’re launching your first tax practice or looking to switch software, finding the right fit is critical. With many tax software solutions available, it’s easy to get overwhelmed by flashy features or confusing pricing models. So how do you know if Drake Software® is the right solution for your firm?   All-inclusive pricing: flat…

  • IRS Operation Hours: How to Reach the IRS and What to Do When You Can’t

    How Tax Professionals Can Efficiently Communicate with the IRS As a tax professional, navigating the IRS for client matters can be challenging—especially under tight deadlines or when standard processes don’t yield results. Whether you’re looking to resolve a tax notice, follow up on a filing issue, or clarify complex tax questions, understanding how and when…

  • SEO for Tax Preparers

    Five tips to market your tax preparation business utilizing search engine optimization   It goes without saying—tax preparation is a highly competitive field. While there are many ways to stand out, one that’s often overlooked is search engine optimization, or SEO. Why? Because it’s not always the easiest concept to grasp or implement. But the…