tax workflow automation

  • 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? Watch the video to learn more. After, fill out the form below to download your free guide to improving your workflow. Download our free infographic and gain strategies to help cut down on…

  • 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…

  • How to Handle Tax Season Delays with Extensions

    Tax season rarely goes exactly according to plan. Even the most organized firms face delays — missing client documents, late K-1s, or unexpected life events that derail timelines.  Extensions become inevitable. The challenge isn’t avoiding extensions altogether; it’s managing them strategically without burning out your team or frustrating your clients. Here’s how tax professionals can…