Ready, Set, File – 5 Steps to Start Tax Season Strong

The most successful filing seasons begin well before the first return is prepared. Before the holiday rush, join us for five practical steps you can take now to prepare your firm, organize your technology, and begin the 2027 filing season ahead of the game. We’ll explore how Drake Tax, Drake Pay, SmartExtract™, Bank Products, and Drake Portals can support a more organized and efficient start to the season. You’ll also learn how preparing your software, client information, payment options, document workflows, and connected tools in advance can help reduce last-minute work when filing season arrives. You’ll leave with a clear readiness checklist and actionable next steps to help your firm start the new year prepared, organized, and ready to serve clients.