Introducing built-in automation and tracking for Drake Software tools.
- Gain complete control of your tax preparation firm's productivity.
- Track tasks, owners, and progress.
- Connect every step of your workflow, from tax prep to payment
All your tools connected to one workflow
Drake Software tools work seamlessly with each other.
Drake Tax®
Drake Tax Online™
Drake Portals®
Drake e-Sign
Drake Documents®
Powerful workflow visibility
A centralized dashboard gives you a high-level view of every tax return in your pipeline at a glance.
Smarter tax automation
Auto status updates – Return statuses update automatically based on activity across Drake tools — no manual input required.
Auto assignment by status – As returns progress, tasks are seamlessly routed to the right team member based on status with zero handoff friction.
Attention flags – Returns that need your action are flagged automatically, so you can prioritize without sifting through every file.
Flexible control for teams
Drag-and-drop control – Easily update statuses or handle exceptions with quick drag-and-drop adjustments.
Helper task delegation – Assign tasks across your team with clarity, whether it's data entry, return assembly, or document delivery.
Payment tracking – Check on payment status at a glance under client information.
Simply log in to access this new tool today!
Not a Drake Tax® user yet? Contact Sales at 800-890-9500 to learn more.
Frequently Asked Questions
Drake Workflow is a tax practice automation tool that connects all your Drake products in one place. From tax preparation to client communication and payment collection, it helps you manage tasks, owners, and progress in a single streamlined view.
Drake Hub is a centralized start screen that brings together all your Drake tools—Drake PayTM, Drake Portals, customer support site, Drake Accounting®, and Drake Tax desktop and online —in one place. Beyond unifying access, we’re now adding workflow features designed to give you greater visibility into where customers are in your process, streamline task handoffs with teammates, and track payments. With an intuitive Kanban-style view in Drake Workflow, you can easily see the status of work as it moves through the funnel.
Beta means you’re getting early access while we continue enhancing the experience and features. Pricing is subject to change. Beta will be available through April of 2026.
Drake Workflow automates repetitive steps in your process, such as tracking return progress, assigning tasks, collecting client data, and managing payments. With automation, you save time, reduce errors, and keep your entire team on track — without chasing paperwork.
Yes. Drake Workflow integrates seamlessly with Drake Tax, Drake Tax Online, Drake Portals and E-signature. This allows your data, tasks, and progress to flow automatically between systems, giving you a complete picture of your firm’s workload.
You can track any step of your tax preparation process, including :
- Return preparation and filing
- Client document collection
- Internal staff assignments
- Review and approval steps
- Payment collection and follow-ups
- Sending proposals or engagement letters for approval / signature
Everyone in your tax practice can benefit — from preparers and administrative staff to managers and firm owners. By centralizing task tracking, Drake Workflow helps each team member knows what needs to be done, who owns it, and when it’s complete.
Instead of relying on sticky notes, emails, or hallway conversations, Drake Workflow provides real-time visibility into every client return. Teams can assign tasks, monitor progress, and resolve bottlenecks all in one platform.
Yes. Drake Software is committed to modern, trusted security practices. Drake Workflow is designed to protect client data while enabling automation across your firm.
- Save time on manual follow-up and task management
- Ensure no return or payment slips through the cracks
- Provide better client communication with fewer delays
- Increase staff productivity and reduce burnout
- Focus more on client service, less on administrative tasks
If you are new to Drake, please call sales for a demo. Drake Workflow integrates directly with your existing Drake tools so you can start automating your firm’s workflow right away.