Discover Drake Hub and Workflow
Discover Drake Hub and Workflow
Get a guided tour of the new Workflow and see how it streamlines task management, improves team visibility, and keeps every return moving efficiently from start to finish. We’ll highlight what’s new, how the updated interface supports your daily processes, and how Workflow helps your team stay organized and on track.
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Discover how the Drake Hub can streamline your tax office with a centralized, easy-to-use dashboard. We’ll explore key features—like client management and walk through real-life scenarios to show the HUB in action. Get practical tips and step-by-step guidance to make the most of this powerful new tool—ideal for solo preparers and growing teams.
With IRS enforcement ramping up, many clients will face critical tax crises—wage garnishments, liens, passport holds, and more. Quick, accurate action will be essential. Today’s webinar has Community Tax Chief Theresa Speights leading the webinar, "2025 Preview: Confidently Navigating IRS Notices to Protect Your Clients” where she will share the tools you need to guide clients through urgent challenges starting January.
Chasing client documents doesn’t have to slow you down. Join us for an overview of Drake Portals and see how its latest enhancement helps you collect documents faster with automated organization and built-in task tracking.