Tax workflow software

  • What’s New in Drake Tax Online: More Browser-Based Preparation and Smoother Workflows

    New in Drake Accounting: Help when you need it Get answers to common software questions, 24/7, with the Help Assistant—now available right from the Drake Accounting main menu. Need more help? Ask to connect with a live support agent during support hours. Learn more about Drake Accounting Prepare More Business Returns Directly in Drake Tax…

  • 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? Download our free infographic and gain strategies to help cut down on manual tasks, catch issues earlier, protect client data, and move returns through your practice more efficiently. Complete the form below to…

  • A Smarter, Faster, Tax Pro Experience: What’s New in the Latest Drake Portals® Update 

    We’ve rolled out a series of updates in Drake Portals® designed to make your day-to-day workflow smoother, faster, and more intuitive. From improved navigation to enhanced file management, every change is focused on helping you work more efficiently and stay organized with little to no manual effort. Streamlined Navigation  Getting where you need to go is now quicker than ever.…