Drake Software blog for tax pros, covering tax, IRS news, and more
Now, this checklist includes information about OB3! Tax season can be overwhelming, but a well-organized checklist simplifies the process for both tax professionals and their clients.…
Read more about Essential Tax Documents Checklist for Your Clients with OB3 Updates
Tax season can be overwhelming. Between juggling client files, assigning tasks, and making sure nothing slips through the cracks, it’s easy to feel like you’re running on spreadsheets and sticky notes. That’s why we built something new: Drake Workflow (Beta).…
Read more about Drake Workflow: Smarter Tools to Keep Your Tax Office Moving
As we gear up for the 2025 tax season, the Drake Tax Planner has been updated to reflect important provisions from the One Big Beautiful Bill Act, helping tax professionals quickly adapt and accurately model client scenarios. Learn more.…
Read more about 2025 Drake Tax® Planner: One Big Beautiful Bill Act Updates Unpacked
If you're a new tax preparer looking for your first professional tax software, you’ve got options — but some of those options may not be built with new preparers in mind. Learn more.…
Read more about Drake Tax Online™: A Smart Cloud-Based Option for New Tax Pros
We’re making it a priority to keep you informed about the latest updates and what’s ahead. Here are a few highlights to keep you up to speed. Learn more.…
Read more about Drake Hub: Current Features and Upcoming Enhancements
Two of the most widely used credits — the American Opportunity Tax Credit (AOTC) and the Lifetime Learning Credit (LLC) — may offer significant opportunities to reduce a client’s federal income tax liability. This article provides an overview of these credits, including qualified expenses, income limits, institutional reporting requirements, and common filing issues — so you can better support your clients this back-to-school season and beyond.…
Read more about It’s Back-to-School Season: Help Clients with Tax Tips and Education Credits
Drake Software continues its tradition of excellence in the 2025 NATP Software Survey, earning top marks across multiple key categories. Learn more.…
Read more about Drake Software Shines in 2025 NATP Software Survey
Recently, one of our valued customers reported receiving a suspicious call from an unfamiliar number offering a "discounted" version of Drake Software. We want to make it absolutely clear: this offer was not legitimate.…
Read more about Beware of Unauthorized Drake Software Offers: How to Stay Protected
Here’s what you need to know about this update and how it benefits your workflow. What is Drake Hub?When logging in, you'll now land on the Home tab of Drake Hub — your new control center for…
Get your copy of The Smart Tax Pro’s Guide to Building and Marketing a Thriving PracticeAre you a tax professional looking to grow your client base, retain loyal customers, and make your firm stand…
Read more about The Smart Tax Pro's Guide to Building and Marketing a Thriving Practice
