Drake Software: Empowering Tax Professionals with Comprehensive Solutions

In today’s fast-paced tax and accounting world, professionals need more than just software — they need reliable tools, integrated solutions, and a partner who understands the evolving challenges of the industry. Let’s explore Drake’s products and services – your chance to see what’s ahead and stay ahead with Drake.

Our products and how they can help tax professionals

1. Drake Tax

At the heart of Drake’s offerings is Drake Tax®, a robust desktop-based tax preparation software designed for both individual and business returns.

Comprehensive Coverage: Supports federal and state returns for individuals, businesses, estates, trusts, and nonprofits.
Speed & Efficiency: Features like auto-fill data entry, multi-state returns, and real-time error checking save valuable time.
E-Filing: Secure, streamlined e-file capabilities for both federal and state returns.
Customizable Workflows: Tools like the return manager, client status tracking, and reporting make it easier to manage practices of any size.

2. Drake Tax Online (DTO)

For firms that want flexibility and mobility, Drake Tax Online^TMbrings the power of Drake Tax into the cloud.

Access Anywhere: Work from almost any device with an internet connection—no local installs required.
Collaboration: Preparers and staff can collaborate in real time, whether in the office or working remotely.
Security: Built-in cloud protections help keep sensitive client data safe.
Integrated Tools: Includes the same reliable calculations and compliance support as Drake Tax desktop.

DTO gives tax professionals the ability to stay productive year-round, even when working across multiple offices or locations.

3. Drake Accounting

Drake Accounting® expands the firm’s reach beyond tax season, providing a year-round solution for accounting needs.

Payroll Services: Process payroll efficiently with built-in tax tables and reporting.
General Ledger & Accounts: Manage bookkeeping tasks with integrated accounts payable/receivable features.
Client-Focused: Offer additional services to clients, helping firms diversify and strengthen relationships.

4. Drake Workflow

Managing deadlines, staff collaboration, and client deliverables can be overwhelming. Drake Workflow ^TM is designed to simplify practice management.

Task Management: Assign, monitor, and track staff tasks to help ensure nothing slips through the cracks.
Client Communication: Centralize communications for smoother collaboration.
Workflow Templates: Standardize processes across the firm for consistency and compliance.
Dashboard Oversight: Provides visibility into firm-wide productivity, project progress, and upcoming deadlines.

By integrating Drake Workflow, By integrating Drake Workflow, firms can gain better control over efficiency and staff management, helping reduce bottlenecks and ensure timely delivery of services.

5. SecureFilePro

In an era where data security is critical, Drake offers SecureFilePro®, a cloud-based file exchange portal that enables tax professionals to:

Share sensitive tax documents securely with clients.
Allow clients to upload documents from anywhere, anytime.
Provide e-signature capabilities for faster processing.

6. Drake Portals & Mobile Tools

Drake embraces modern, mobile-friendly tools to help firms stay connected. Drake Portals and mobile features allow preparers and clients to interact seamlessly, from secure messaging to document sharing—all accessible on the go.

Complementary Services

Training & Support

One of the most appreciated aspects of Drake Software® is its award-winning customer support.

Training Programs: In-person, virtual, and self-paced training courses.
CPE Webinars: Continuing professional education opportunities for tax preparers.
Knowledge Base: Extensive resources to help users get answers quickly.

Bank Product Integration

Drake partners with leading banks to offer refund transfer options and other financial products, giving firms additional flexibility to meet client needs.¹

Data Conversion Services

For professionals transitioning from another platform, Drake provides data conversion services to ensure a smooth switch with minimal disruption.

Why Choose Drake?

Affordability: Pricing is competitive without sacrificing features.
Reliability: Trusted by thousands of preparers nationwide.
Efficiency: Tools designed to maximize productivity and accuracy.
Flexibility: Desktop, online, and cloud solutions fit different firm needs.
Scalability: Ideal for solo practitioners, small firms, and larger practices alike.

Drake isn’t just a software provider—it’s a long-term partner for tax professionals who want to grow their practice while delivering exceptional client service.

Tax professionals face increasing complexity, but with the right technology, that complexity can be turned into opportunity. Drake Software’s products—Drake Tax, Drake Tax Online, Drake Accounting, Drake Workflow, SecureFilePro, and its suite of services—are designed with professionals in mind. Together, they can help firms streamline operations, strengthen client relationships, and thrive in an ever-changing landscape.

Whether you’re a seasoned CPA, an independent tax preparer, or building a growing firm, Drake Software offers the tools and support to help you succeed.

For more information, please sign up for a free trial²

1. Additional terms and conditions apply.

2. Download requires submission of contact information and consent to receive marketing messages. This offering does not allow returns to be printed or e-filed. Offer subject to change. Additional terms and conditions may apply.