Automation Tools

  • 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…

  • 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…

  • 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…

  • Drake Workflow: Smarter Tools to Keep Your Tax Office Moving

    Tax season can be overwhelming. Between juggling client files, assigning tasks, and making sure nothing slips through the cracks, it’s easy to feel like you’re running on spreadsheets and sticky notes. That’s why we built something new: Drake Workflow. Drake Workflow brings your favorite Drake Software® tools together to help you and your team stay…

  • 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…