We’re excited to share an update that gives you more flexibility and clarity when managing client work in Drake Hub.
The Workflow year toggle is now live on the Workflow tab in Drake Hub, allowing you to easily switch between Tax Year 2024 (TY24) and Tax Year 2025 (TY25).
What’s new
- Switch between TY24 and TY25 directly within Workflow using the year toggle.
- Client interactions in Drake Tax or Drake Tax Online now update the client’s Workflow cards for the correct tax year.
- Drake Hub will now default to TY25 resulting in returns opening in Drake Tax 25 or Drake Tax Online 25.
- TY24 remains fully accessible—simply switch the year toggle to Tax Year 2024 within Workflow.
This update is designed to make it easier to manage work across tax years while ensuring client activity stays aligned with the correct return.
Have comments or suggestions about Workflow in Drake Hub? Email us at
drakeworkflow-feedback@drakesoftware.com
