Practice Operations

  • 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…

  • 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…

  • 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…

  • 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…

  • 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…

  • Post Season Checklist for Tax Professionals

    Amid the ever-changing rules and regulations within the tax industry, we at Drake Software understand the importance of consistency and routinization to aid tax preparers in their roles. To achieve this aim, we have curated a post season checklist for tax professionals. This checklist will walk you through closing out the season step-by-step.  Use this checklist…

  • Practice Management for Tax Professionals: Running a Growth-Driven Tax Firm 

    For tax professionals, technical expertise alone isn’t enough to build a successful firm. Strong practice management can help transform a busy tax office into a streamlined, profitable operation. Whether you’re a solo preparer or managing a firm, improving your tax practice management systems may help reduce stress, improve client satisfaction, and increase revenue — especially…

  • Cybersecurity Check: Three Cyber Threats That Can Hit Tax Offices — and 3 Things to Do First

    Tax season is peak season, but post season isn’t the time to keep your guard down — and cybercriminals know it. A bad email or fake “urgent” request can lead to stolen logins, client data exposure, or days of lost productivity. The good news: you don’t need to be a tech expert to reduce your…

  • How Tax Preparers May Enhance Security with MFA

    In the digital age, data security is not just a best practice—it’s a professional obligation, especially for tax preparers handling sensitive financial information. One of the most effective tools in your defense toolkit is Multi-Factor Authentication (MFA). Yet, despite warnings from the IRS and software providers, some users still disable MFA, viewing it as inconvenient. However,…

  • Tips for Navigating and Contacting the IRS During Tax Season

    With millions of returns flooding in and demand for IRS assistance, navigating the agency’s channels efficiently is critical for meeting client expectations and avoiding processing delays. Here are strategies to help you stay productive and responsive while working with the IRS during peak season. 1. Know When and How to Contact the IRS The IRS…