Drake Software blog for tax pros, covering tax, IRS news, and more
Find tips and resources for creating a Due Diligence Checklist for Tax Preparers in today's blog post. From accuracy to ethics, we share key topics to help you master your tax preparation services and gather client information with professionalism and precision. Elevate your expertise today!…
Navigating slow seasons and building a thriving career in the tax industry can be challenging. Our latest blog post aims to address this difficulty for your benefit and success. Discover expert tips on attracting clients, diversifying services, mastering technology, and more.…
Read more about Jobs for Tax Preparers: Building a Career as a Tax Professional
Searching for the best tax preparation software? Look no further! Check out our latest blog to see the major components of great tax software and find out why Drake shines as the top choice for tax professionals.…
In today's fast-paced, digitally integrated environment, social media has become a key feature of any successful marketing strategy. For tax preparers, using social media platforms effectively can significantly boost their online presence, reach a wider audience, and attract potential clients. In this blog post, we will explore top tips and tools for social media for tax preparers.…
To ease the complex and time-consuming process of tax preparation, tax preparers have turned to technology-driven solutions that simplify and automate various aspects of tax preparation. In this article, we will explore some tax help software tools designed specifically for tax preparers and highlight The TaxBook as a valuable resource in this domain.…
How can clients trust your commitment to their confidentiality? For tax preparers, one of the best ways to showcase your protective security measures is through a specific and thorough privacy policy. We’d love to partner with you to help curate a privacy policy that honors your valued clients and complies with federal laws. Check our latest post for more information on how to make it happen!…
Online learning is one of the most accessible forms of education available today, so why not utilize it when it comes to tax preparation? Read our latest blog post on factors to consider when seeking online courses for tax preparation, including information on all Drake has to offer.…
As a tax preparer, partnering with a bank to select the best banking products can be vital to your success. To help you research options and ease the burden of learning what’s available, our latest post reviews what banking products could help you optimize your business for profit.…
The NAICS Code is a useful, multi-national tool that can enhance your accuracy and even your rapport with clients. Read more on our newest blog post to learn more and ensure you are taking advantage!…
Not only does security matter in the protection of your clients, but it also factors into compliance with IRS and Federal Trade Commission (FTC) regulations. Read our latest blog post for tips on how to execute both with excellence.…
