Security in the Tax Preparer's Office

Join Drake Software for an in-depth exploration of payment options, including our new Drake Refund Pay option. Our tax experts will guide you through each option, helping you choose the best solutions for your needs.

This session breaks down the One Big Beautiful Act (OB3) and its impact on today’s tax professionals and their clients. With guidance and regulations constantly evolving, staying up to date is essential. We’ll highlight key provisions, how they may affect your workflow, and the tools available to help you stay compliant. Get practical tips to navigate changes and better support your clients.

Are you prepared to handle new notices, resolve them, and perhaps respond to a full audit? According to the IRS, 230,000,000 notices will be sent to Tax Filers this coming year. Not by using new IRS Agents, but rather by implementing a new strategy using the advancement of AI to identify markers that will trigger automated letters, allowing them to hit the masses rather than the old method of one-on-one analysis....