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Drake Software blog for tax pros, covering tax, IRS news, and more

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Measuring and Enhancing Tax Prep Client Satisfaction

Susannah Hornback - May 29, 2024
Measuring and Enhancing Tax Prep Client Satisfaction

Here's how tax preparers can prioritize and understand client satisfaction, gain valuable performance insights, and impact business growth and reputation.…

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Phishing Email Targets Tax Pros

Bob Williams - June 28, 2017
Phishing Email Targets Tax Pros

America’s tax professionals are being warned about a new phishing campaign aimed at stealing the preparers’ filing data.…

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CPA Practice Advisor 2017 Readers' Choice Awards Results

Ryan Norton - February 17, 2017
CPA Practice Advisor 2017 Readers' Choice Awards Results

Drake Software Wins 7 CategoriesFor the fourteenth year in a row, readers saw the results of the CPA Practice Advisor Readers’ Choice Awards, a poll of more than 6,000 readers covering a wide range of…

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Tax Professionals May Be the Next Ground Zero in Cybersecurity Battle

Bob Williams - December 07, 2016
Tax Professionals May Be the Next Ground Zero in Cybersecurity Battle

America’s income tax professionals are being enlisted into a growing force of industry partners who are focused like never before on protecting their financial information – and that of their customers.…

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Scammers Target Tax Pros Once Again

Bob Williams - November 07, 2016
Scammers Target Tax Pros Once Again

Tax professionals are being warned about a phishing scam aimed at them that poses as a chummy message from the Internal Revenue Service. This new email threat starts with a bogus email message carrying the title “Security Awareness for Tax Professionals.” The “From” line is “Your e-Services Team.”…

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2017 Tax Season to See Expanded Due Diligence Reporting

Bob Williams - October 12, 2016
2017 Tax Season to See Expanded Due Diligence Reporting

Legislation expands the EITC due diligence requirements to include two other refundable credits – the Child Tax Credit or Additional Child Tax Credit, and the American Opportunity Tax Credit.…

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New Phishing Scam Unleashed; Tax Pros Targeted

Bob Williams - August 11, 2016
New Phishing Scam Unleashed; Tax Pros Targeted

Income tax professionals are being alerted by the Internal Revenue Service that a new email phishing scam has been unleashed, and it targets preparers.This latest scam, identified by IRS Security…

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