TheTaxBook

TheTaxBook logo Drake Software has integrated with TheTaxBook (TTB) to provide integrated access to the tax research product voted #1 in the CPA Practice Advisor’s Readers’ Choice Awards 12 years in a row. Just click on over 2,000 book icons within Drake Tax ® to get instant access to relevant information for the form or schedule you’re working on.

TheTaxBook WebLibrary Features

  • PDF format – Print and/or email pages to your clients.
  • Easy to search – Find answers fast.
  • TaxBert – Included AI Tax Research Assistant provides answers to your tax questions.
  • Up-to-date content – Updated to reflect new legislation and the latest information released from the IRS.
  • Access anywhere – Available anywhere you have internet.
  • Use any device – Computer, iPad, smartphone, or tablet
  • Bookmarks & History – Find previously viewed documents fast.
  • TheTaxBook Archives – Access previous years’ editions.

Introducing TaxBert, TheTaxBook’s New AI Tax Research Assistant.
Utilize the power of AI combined with the award-winning content from TheTaxBook.

  • Tax Research Assistant: Think of TaxBert as your own personal tax research assistant who is available 24/7. He will help you find tax information quickly and accurately.
  • TheTaxBook Content: TaxBert is educated with the content from TheTaxBook. Reliable sources result in reliable answers.
  • Natural conversation: Use natural conversation language to interact with TaxBert. Follow-up questions are encouraged should a topic need additional clarification.
  • Sources Provided: Sometimes you want to dig deeper on a tax topic. Utilize the sources provided by TaxBert to continue your research.
  • Client Communications: TaxBert is a great place to turn for initial drafts of communications to clients. Ask TaxBert to draft an email, letter, or any sort of communication.

How TaxBert works

  1. Federal and State: Easily switch between asking TaxBert federal and state questions.
  2. Ask TaxBert: Simply type your question in the dialog box and click the Send button.
    Follow Up Questions: If needed, ask TaxBert for additional clarification.
  3. TaxBert Response: TaxBert provides clear and concise answers. He can also create client communications if you ask.
  4. Clear Conversation: Click Clear Conversation when you are ready to start a new conversation.
  5. Copy: Utilize the copy feature to paste information into Word or an email.
  6. Feedback: Give TaxBert a thumbs up or thumbs down depending on the quality of his answer.

Get TheTaxBook Today

You can seamlessly add TheTaxBook WebLibrary when you purchase Drake Tax. If you’re already a Drake user, click here to order TheTaxBook at a special discounted Drake price.


“I use the WebLibrary with Drake Software. Simply click on the links in the tax software and it takes me directly to the topic being reviewed.” — Joe P., Fredericksburg , VA