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:
- Drake Portals®: Securely share and manage client documents
- Drake Workflow TM: Automate processes and track every step of your workflow
- Drake E-SignTM. Capture signatures quickly with fully integrated e-signature tools
Plus, Drake PayTM is seamlessly integrated and free to apply, so you can accept payments with simple, pay-as-you-go transaction pricing.
Together, these create a powerful tax office software package designed for modern firms.
Register for our webinar on May 7 to explore the full Drake Software® bundles offering.
Built for Tax Firms at Every Stage
From first-time preparers to seasoned professionals, Practice Essentials supports every stage of your firm’s lifecycle.
Launching your tax prep business or just getting started? Drake Practice Essentials empowers you to:
- Launch your practice with a complete, professional setup from day one
- Eliminate manual processes with built-in workflow and document management
- Create a seamless client experience with secure portals and eSign
Growing your firm? Drake Practice Essentials gives you the tools to scale efficiently and stay in control:
- Standardize processes across your team to improve efficiency and consistency
- Reduce administrative bottlenecks with automated workflow tracking
- Handle increasing client volume without increasing overhead
Running an established firm? Our bundles are designed to help you optimize and scale:
- Optimize operations with fully integrated tools that work together
- Gain better visibility into firm performance and workload management
- Deliver a modern, digital-first client experience that drives retention and referrals
Whether you’re upgrading your current setup or starting fresh, Practice Essentials has tax professionals covered, all in one package.
Why an All-in-One Tax Software Approach Matters
Many firms rely on multiple disconnected tools. However, an all-in-one tax software solution cuts down on back-and-forth—so you spend less time switching tools and fixing errors.
Combining tax software with workflow, document management, and E-Sign, can help you:
- Stay on track: Never miss a return or deadline
- Maintain control: Keep your entire tax practice organized and running smoothly
- Work more efficiently: Streamline processes and eliminate duplicate data entry
- Increase visibility: Track the status of every return in real time
- Accelerate document collection: Use a secure client portal to gather files faster
- Simplify approvals: Capture signatures quickly with built-in eSign
- Reduce manual follow-ups: Automate tasks and reminders with workflow tools
Tax software is connected, automated, and efficient. Get efficiency through integration.
Make it easy to move forward with the best fit for your tax practice
Now, save 40% off the retail price with the Practice Essentials Bundle.
Starting at $599 – lock in the best price of the year.
See It in Action
Want to see how this tax office software package works in real life?
- Explore the full Drake Software bundles offering
- Learn how to improve efficiency with integrated tools
- Understand Workflow updates and upcoming changes
- Get clarity on Basic vs. KBA eSignatures
Gain More Than Savings. Get a Better Way to Run Your Tax Firm.
If you’re looking for a true all-in-one tax software solution with built-in efficiency, this is it.
Explore your options:
- Register for our free upcoming webinar (May 7): Run a Smoother, More Profitable Tax Practice with Drake Workflow, Portals, E-Sign & Drake Pay® in Action
- Learn more: Visit our Practice Essentials page
- Talk to our team: Call Sales at (866) 240-6038
Disclaimer: All offers, products, and services ae subject to applicable terms and conditions
