Drake Workflow: Smarter Tools to Keep Your Tax Office Moving
Tax season can be overwhelming. Between juggling client files, assigning tasks, and making sure nothing slips through the cracks, it’s easy to feel like you’re running on spreadsheets and sticky notes. That’s why we built something new: Drake Workflow (Beta).
Drake Workflow brings your favorite Drake Software® tools together to help you and your team stay on track, save time, and get real-time visibility into every return. To access it, simply log into the Hub and look for the Drake Workflow (Beta) tab on the left side navigation.
What Can Drake Workflow Do for You?
Think of it as your office command center. Drake Workflow automatically keeps tasks and return statuses updated, routes work to the right person at the right time, and gives you a clean dashboard to see the status of every client.
Here’s how it makes your life easier:
- Automatic status updates. No more tracking in spreadsheets—returns update as you go.
- Smart task routing. The right work gets to the right team member, right on time.
- Clear visibility. See every client return at a glance, with alerts for items that need attention.
- Simple controls. Drag-and-drop status changes, quick task delegation, and even client payment tracking in one place.
A Beta with More to Come
Drake Workflow is launching in beta, which means you’ll be among the first to use it. Even better, your feedback will help shape the future of the tool. We’ll continue to add improvements, fine-tune the experience, and build on your ideas to make Drake Workflow an indispensable resource for tax professionals.
See It in Action
- Listen to the recorded webinar. Our product experts will walk you through the new automation suite.
- Log into user.drakesoftware.com and navigate to the Workflow (Beta) tab on the left side of the screen.
- Explore our Knowledge Base Article. Get step-by-step guidance on using Drake Workflow.
