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Client & EF Reports
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You can create a variety of reports using client and e-filing information in Drake
Software. Operate your practice more efficiently with reports based on data entry
figures, return status, preparer statistics, client information, and more.
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Standard & Custom Reports
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There are two types of reports: standard and custom. Create standard reports by
answering a series of questions about return data and the way you want to display
it. By choosing the custom report option, you can completely customize your report
using keywords. Once you create a custom report, you can save it as a standard report.
All reports can be saved in comma delimited (.csv) format, which can be imported
into Microsoft Access or Excel. Reports may also be saved as a PDF file.
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Real-Time Web Reports
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An online Electronic Filing database prepares reports enabling you to track e-filed
returns quickly and easily. See which returns have been IRS and state accepted or
rejected and monitor the status of bank products. You can even check the status
of your preparer fees online! Data is updated continuously as we process new information
about your returns. You can convert these reports to Microsoft Access or Excel files.
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