New: Meet Assistant (Beta) in Drake Tax Desktop!

Unfamiliar e-file reject? Not sure which diagnostic to tackle first? Assistant helps you understand the issue and what to check next—all while working in your return.

Learn more and get started.

Now available in beta at no additional cost, this built-in AI helper can:

  • Explain federal and state rejects and diagnostics in plain English.
  • Prioritize errors that prevent e-filing.
  • Suggest the likely screen and field to check.
  • Answer tax and Drake software questions using Drake documentation and IRS publications.

Ready to try it?  Learn more and get started.