Tax Research Best Practices with The TaxBook
Tax Research Best Practices with The TaxBook
Join Jacob Meyer (TheTaxBook) as he shares tax research best practices, key tax law updates, and WebLibrary enhancements. Learn how Drake and TheTaxBook integrate for seamless research—plus, get an exclusive look at TaxBert, the AI tax research assistant. Don't miss this expert insight to streamline your practice!
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You already rely on Drake Tax for return preparation. Now simplify and streamline your entire workflow with the new Practice Essentials Bundle—featuring Drake Workflow, Portals, eSign, and Drake Pay. If peak season feels chaotic… if returns get stuck waiting on documents… if you’re chasing signatures or wondering who owns what — this session is for you. Join us for a live, practical demo of Workflow, Client Portals, and eSign, plus smart tips for using Drake Pay — and see how everything works
Join Jacob Meyer (TheTaxBook) and John Sapp (Drake Software) as they share tax research best practices, key tax law updates, and WebLibrary enhancements. Learn how Drake and TheTaxBook integrate for seamless research—plus, get an exclusive look at TaxBert, the AI tax research assistant. Don't miss this expert insight to streamline your practice!
Discover how Drake Portals can streamline your entire client process. We’ll explore what’s new, what’s possible, and walk through a full start-to-finish demo—showing the taxpayer’s experience in the portal and the preparer’s view in Hub and Workflow. Perfect for firms ready to boost efficiency and elevate the client experience.