2024 Tax Survey Award

  • Due Diligence Checklist for Tax Preparers

    As tax professionals, we understand that it can be a meandering process to go from documents to declarations, fraught with potential pitfalls. Because of this, a robust due diligence strategy isn’t just a matter of regulatory compliance—it’s an embodiment of the commitment to your clients’ financial well-being and professional integrity as a tax preparer. In…

  • Drake Ranked Excellent in All Categories of 2023 NATP Survey

    The 2023 Software Survey conducted by the National Association of Tax Professionals (NATP) unveils insightful findings regarding tax professionals’ experiences with their chosen tax preparation software. Covering attributes ranging from reliability to customer support, the survey provides a comprehensive view of the quality of service users can anticipate from the different software platforms. In the…

  • Jobs for Tax Preparers: Building a Career as a Tax Professional

    While this post is intended to help preparers implement best practices throughout their careers, we also understand the importance of seeking career opportunities for themselves as tax professionals. If you’d like to read more about job ideas for tax preparers in the off-season, visit our blog here.   The industry for tax professionals can naturally…

  • Drake Gets Top Ratings for 11 Categories in Journal of Accountancy Survey

    When considering a new product, many people rely on user ratings for valuable insights; for tax professionals, annual tax-preparation software surveys serve as a valuable resource. These surveys provide clear comparisons of user experiences, highlighting aspects that directly impact business performance. The Journal of Accountancy recently published its 2023 Tax Software Survey. Respondents were asked…

  • Choose the Best Tax Preparation Software

    In our current digital age, tax preparation software has become an indispensable tool for tax preparers, streamlining workflow and enhancing efficiency of offered services. With a myriad of options available in the market, it can be daunting for tax professionals to choose the best tax preparation software that aligns with their needs and preferences.  At…

  • Drake Software Hits the Road This Summer: Join Us at IRS Tax Forums and Trade shows!

    Summer events for the tax industry are in full swing as professionals from around the country gather to share resources, insight, software, and tools for the 2024 filing season. The Drake Software team has enjoyed the time on the road and the opportunities to meet users, demonstrate our tax prep solutions, and share industry expertise.…

  • Social Media for Tax Preparers

    In today’s fast-paced, digitally integrated environment, social media has become a key feature of any successful marketing strategy. For tax preparers, using social media platforms effectively can significantly boost their online presence, reach a wider audience, and attract potential clients. In this blog post, we will explore the best practices for social media creation tailored…

  • Tax Help Software

    Tax preparation can be a complex and time-consuming process, especially for professionals dealing with multiple clients and intricate financial situations. To ease the burden, tax preparers have turned to technology-driven solutions that simplify and automate various aspects of tax preparation. In this article, we will explore tax help software tools designed specifically for tax preparers…

  • Online Courses for Tax Preparation

    In an increasingly competitive industry, tax preparers must stay updated in their understanding of the latest regulations and enhance their skills. Online courses for tax preparation have emerged as an invaluable resource, offering flexibility and convenience while providing the knowledge and expertise needed to navigate complex tax situations. Choosing the right online course is paramount…

  • Best Bank Products for Tax Professionals

    In the uncertainty of the modern-day financial landscape, tax preparers possess a great deal of agency when it comes to filing accurate and compliant returns for their clients. While tax professionals’ expertise primarily resides in navigating tax codes and filing returns, it’s equally essential to recognize the impact that banking products may have on streamlining…