Tax workflow software

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

    Drake Tax OnlineTM continues to expand, giving preparers more ways to work directly in the browser while improving everyday preparation and review workflows. Recent and upcoming updates focus on three areas: expanding native business return preparation, reducing duplicate K-1 data entry, and making field verification easier to manage. Together, these improvements help preparers spend more…

  • 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.…