Reach New Customers

Drake offers programs, partnerships and products to help you develop your business and attract new customers. Referral Program

DrakeHealth is a program to help you help your customers with the Affordable Care Act, while earning referral fees. At, you can learn about what the ACA and use calculators to forecast your customers’ insurance cost, or penalty if uninsured.

In addition, you can earn referral fees when customers who need health coverage sign up for a qualifying plan. (A current license for Drake Tax is required to earn referral fees.)

Learn more about DrakeHealth

Financial Planning Services

The Business Planning Group lets you help clients with other financial areas, such as retirement planning, estates, or business succession planning. When you set up a free consultant relationship with the Group, it acts as an extension of your firm, with as little or as much interaction with your clients as you like.