AI tools built into Drake products
Drake Intelligence brings AI tools for tax professionals directly into Drake products.
AI classifies client uploads to reduce sorting. Guided Organizer is coming soon to simplify client intake.
Review return diagnostics with AI-assisted explanations and suggested next steps across devices.
Get AI guidance on return diagnostics and next steps in locally installed software built for reliable offline workflows.
AI extracts tax data from supported documents to review and import into Drake Tax Desktop or Drake Tax Online.
Questions about Drake Intelligence?
What is Drake Intelligence?
Drake Intelligence is the umbrella for AI-powered capabilities across Drake Software®. When you see the Drake Intelligence mark, that feature uses artificial intelligence to help reduce manual work, support accuracy, and surface insights—while you stay in control of review and filing decisions. Capabilities include Drake SmartExtract™ for document processing, the Assistant for return diagnostics in Drake Tax® and Drake Tax Online™, and document classification in Drake Portals®, with additional features in development.
Which Drake products include Drake Intelligence?
Drake Intelligence appears in the Drake products where each capability is offered today: Drake SmartExtract™, Drake Tax®, Drake Tax Online™, and integration with Drake Portals®
Assistant — Drake Tax® and Drake Tax Online™ (diagnostics and suggested next steps)
Document classification — Drake Portals®
Guided Organizer and Advanced Analytics — labeled coming soon in Drake Portals® and Drake Hub, respectively
Availability can differ by edition, release, and account setup. See each product page or the Drake Knowledge Base for current feature lists.
How is client data handled when I use Drake Intelligence features?
Drake Intelligence runs inside the Drake products and workflows your firm already uses—not as a separate tool outside your environment.
How Drake collects, uses, retains, and protects personal information is described in our Privacy Notice, including the section on generative AI, machine learning, and related tools. For administrative, technical, and physical safeguards, see How We Safeguard Personal Information and the security measures overview in the Knowledge Base.
Does Drake use my firm's data to train public AI models?
Drake’s Privacy Notice states that when using AI-powered tools for tax-filing assistance, Drake processes personal information within its environment and does not use personal information to train third-party instances of large language models. Drake may use AI-powered tools to analyze how services are used and to improve products, as described in that notice. Where additional notice or opt-out applies, Drake provides it as appropriate. For firm-specific questions, contact privacy@drakesoftware.com.
Is Drake Intelligence compliant with how my firm handles taxpayer information?
Drake Intelligence is built for professional tax preparation and is delivered through Drake’s platform and services, which are designed with safeguards described in our Privacy Notice and Terms of Service.
Your firm remains responsible for its own compliance program—including IRS Publication 4557, the FTC Safeguards Rule, client agreements, and any required vendor or business associate arrangements. Drake Intelligence does not replace your firm’s policies, security practices, or professional obligations. Use the Drake Knowledge Base for product-specific guidance and your account team for deployment questions.
What should I do if AI-suggested data or diagnostics look wrong?
Treat every AI-assisted result as a draft for your review, not a final answer. Verify extracted or suggested information against source documents and your professional judgment, correct entries in Drake Tax® or Drake Tax Online™, as you normally would, and follow your firm’s standard quality-control procedures before filing. Drake Intelligence is assistive; accuracy of AI output should be confirmed before use, as noted in our Privacy Notice. For document extraction issues, see Drake SmartExtract™ and related Knowledge Base articles.
Is Drake Intelligence included in my Drake subscription?
Availability and pricing vary by product, package, and feature. Some Drake Intelligence capabilities are included with certain products or releases; others may be in beta, coming soon, or offered separately. Review Drake Tax® packages and pricing, Drake Tax Online™, and Drake Portals®, or visit pricing for an overview. For a quote or to confirm what’s included in your agreement, contact sales.
Drake Intelligence provides general assistance when using Drake Software, including navigation, organizing documents, reducing data entry, and reviewing return diagnostics. You are responsible for independently reviewing and verifying the accuracy of all information as you prepare returns for your client.