Drake Software blog for tax pros, covering tax, IRS news, and more
As we make our way through cold and flu season, maintaining timely service while being sympathetic to clients’ health needs and preferences is crucial. Masking and social distancing can be helpful while indoors, but how do you serve clients who need to meet virtually for their own comfort?…
Read more about Tax Clients Concerned About Germs? Go Virtual with DrakePortals®
In 2022, email inboxes are inundated with phishing scams. For most people, one wrong click can result in a stolen identity or lost access to important files.…
Read more about Did You Know DrakePortals® Has a Mobile App?
From initial client setup to posting transactions, professional accountants need simple, efficient software that helps address each client’s unique financial circumstance. Drake Accounting was designed from the ground up to streamline accounting workflow and provide convenient customization options.…
Of all the factors that go into choosing tax software, one of the most important is support for state tax forms that apply to your clients. Drake Software is proud to announce the latest Drake Tax state form updates that will help tax professionals better serve clients in the 2023 filing season.…
Many tax offices first dabble in accounting services by providing payroll for existing business clients. This transition is built upon the trust established by years of positive results, and it is an opportunity to grow the tax practice in a meaningful way. Whether entering the market for the first time or having provided these services for years, you need a dependable, flexible payroll solution.…
Read more about Provide Payroll Services with Drake Accounting
Loss of taxpayer information during the filing process due to technical difficulties is a sure way to fast-track frustration during tax season. Fortunately for Drake Tax users, today's highlighted feature is an info life saver.…
Read more about Drake Tax Feature Spotlight: The Backup and Restore Tool
Small-business clients are the cornerstones of many tax and accounting practices across the country. Having efficient, feature-rich accounting software can help you improve the quality of the service you provide and improve your bottom line.…
Preparing tax returns is hardly a linear process. With data cross-referencing itself throughout both current and prior-year returns, navigation tools are vital to an efficient tax-prep workflow.…
Read more about Drake Tax Feature Spotlight: Search Data Entry with the Selector Field
One of the most time-consuming tasks in tax preparation is sifting through prior-year information for facts and figures. To streamline this process, Drake Tax provides the LookBack feature.…
Read more about Drake Tax Feature Spotlight: Use LookBack to Check Prior-Year Data
Product features are usually top of mind when considering new professional tax preparation software. After all, you need to ensure the product can meet the needs of your busy tax office. However, it’s also important to determine which return types and entities will convert to the new program.…
