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 on track, save time, and get real-time visibility into every return.
Not using Workflow today? A free 14-day trial is available so you can see how it fits into your firm’s process.
What’s New?
- List View. View returns in a sortable, filterable table for easier workload management
- Saved Views & Customizable Workspace. Save filters, columns, and layouts tailored to your role and workflow
- Action Indicators. Quickly identify document uploads, messages, signatures, payments, rejected returns, and more without opening each return
- Next Action & Queue Management. Track next steps, due dates, notes, and aging indicators to keep work moving forward
- Integrated Access Across Drake Products. A more seamless sign-in experience between Workflow, Drake Tax Desktop, and Drake Accounting®
What Can Drake Workflow Do for You?
Think of it as your office command center. Drake Workflow automatically keeps tasks and return statuses updated, routes work to the right person at the right time, and gives you a clean dashboard to see the status of every client.
Here’s how it makes your life easier:
- Automatic status updates. No more tracking in spreadsheets—returns update as you go.
- Smart task routing. The right work gets to the right team member, right on time.
- Clear visibility. See every client return at a glance, with alerts for items that need attention.
- Simple controls. Drag-and-drop status changes, quick task delegation, and even client payment tracking in one place.
See It in Action
- Sign up for a free trail
- Watch our latest video about Drake Workflow
- Explore our Knowledge Base Article Get step-by-step guidance on using Drake Workflow.
