The Next Evolution of Drake Portals: A Better Experience for Taxpayers & Pros

The Next Evolution of Drake Portals: A Better Experience for Taxpayers & Pros
Get a first look at the new Drake Portals experience! This preview highlights the refreshed taxpayer homepage, clear “To Do” lists, and real-time return status updates—all designed to make client interactions faster and smoother. With a refreshed look and navigation that brings files, e-signatures, payments, and approvals together, the new portals make it easier for taxpayers to stay engaged and for tax professionals to save time.
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Drake Software invites you to explore paying by refund and Bank Products. We will explain why you should consider them, how you offer them, and what options support your business best. Our tax experts are prepared with an educational overview to help you decide which payment options compliment your tax practice.
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!