Drake Hub: Current Features and Upcoming Enhancements
We’re making it a priority to keep you informed about the latest updates and what’s ahead. Here are a few highlights to keep you up to speed.
If you’re still getting familiar with Drake Hub, check out our previous webinar for a full overview of how it works and visit our recent Knowledge Base Articles.
Watch the Recorded Webinar here
Knowledge Base Articles & Resources:
These resources cover the ins and outs of Drake Hub, along with answers to top questions that we received during the webinar.
What's new? Drake Workflow
We've built Drake Workflow—a new automation suite designed to simplify the way tax offices work, collaborate, and stay on top of every return.
During filing season, efficiency isn’t just nice to have—it’s essential. We heard from tax professionals that they wanted three things:
-
Real-time visibility into client and return status
-
Fewer manual steps between tasks
-
Integrated tools that truly work together
Drake Workflow was designed to deliver on all three.
How Drake Workflow Helps You Stay on Track
Drake Workflow connects your favorite Drake Software tools — including Drake Tax®, Drake Portals®, Drake E-Sign, Drake PayTM, and Drake Tax OnlineTM — so your office can work smarter, not harder.
Here’s what you can expect:
-
Automatic status updates – Returns update themselves as you work, so you’re always looking at the latest info.
-
Smart task routing – Tasks flow to the right person at the right time, with flags for anything that needs attention.
-
A clear dashboard view – See where every client stands at a glance, without searching or second-guessing.
-
Simple team controls – Assign tasks, update statuses with drag-and-drop, and even track payments—all from one place.
Instead of piecing things together across multiple systems, everything just works.
When You Can Try Drake Workflow?
Drake Workflow is now available in beta on September 16. If you’re ready to simplify your workload and give your team more visibility this tax season, you’ll want to take advantage of it.
Learn more and stay updated here: Drake Workflow
Check back soon — we’ll be updating with more details as they’re ready.
- Live webinar session Thursday, September 18 at 2pm EST.
- Whether you’re already using Hub or just getting started, this webinar will show you what’s coming soon — and how these tools can make your practice run more smoothly. Register here
